SPGI icon

S&P Global
SPGI

Overview Fund Activity

1,815 hedge funds and large institutions have $121B invested in S&P Global in 2024 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 730 increasing their positions, 647 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,815
Holders Change
+4
Holders Change %
+0.22%
% of All Funds
26.4%
Holding in Top 10
63
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.5%
% of All Funds
0.92%
New
150
Increased
730
Reduced
647
Closed
119
Calls
$658M
Puts
$416M
Net Calls
+$242M
Net Calls Change
-$157M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.82B
2
BlackRock
2
BlackRock
New York
$11.5B
3
TCI Fund Management
3
TCI Fund Management
United Kingdom
$4.64B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$716M
5
Swedbank
5
Swedbank
Sweden
$348M

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$20.2M
2
Capital World Investors
2
Capital World Investors
California
$523M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$79.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$712M
5
Citadel Advisors
5
Citadel Advisors
Florida
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
1501
VisionPoint Advisory Group
Texas
$248K -$18.3K -41 -7%
DWM
1502
Darwin Wealth Management
Florida
$248K +$24.5K +55 +11%
WF
1503
Wayfinding Financial
Washington
$247K +$247K +554 New
RB
1504
Renasant Bank
Mississippi
$247K +$247K +553 New
PWP
1505
Phillips Wealth Planners
Mississippi
$246K +$10.3K +22 +4%
AWM
1506
Aviso Wealth Management
Washington
$246K +$12.5K +28 +5%
CAMV
1507
Concord Asset Management (Virginia)
Virginia
$245K -$446 -1 -0.2%
FA
1508
Financial Alternatives
California
$244K – – –
VVP
1509
Venture Visionary Partners
Ohio
$244K -$2.68K -6 -1%
BFAG
1510
Blackston Financial Advisory Group
Florida
$240K +$240K +539 New
LOIM
1511
Liberty One Investment Management
Illinois
$240K +$110K +247 +85%
CSPAM
1512
Cary Street Partners Asset Management
Virginia
$240K +$240K +538 New
PSP
1513
Principal Street Partners
Tennessee
$239K – – –
WIC
1514
Wilkins Investment Counsel
Massachusetts
$239K – – –
IWP
1515
Invenio Wealth Partners
Florida
$238K -$164K -367 -41%
EL
1516
EWA LLC
Pennsylvania
$237K +$3.97K +8 +2%
RCG
1517
Ruane, Cunniff & Goldfarb
New York
$237K – – –
CF
1518
Copperwynd Financial
Arizona
$237K +$237K +488 New
FBB
1519
Fulton Breakefield Broenniman
Maryland
$236K +$892 +2 +0.4%
GVAG
1520
Great Valley Advisor Group
Delaware
$236K -$3.12K -7 -1%
DMBA
1521
Deseret Mutual Benefit Administrators
Utah
$236K -$26.8K -60 -10%
SLA
1522
Silver Lake Advisory
Utah
$236K -$10.7K -24 -4%
SVWAG
1523
Sound View Wealth Advisors Group
Georgia
$234K -$9.82K -22 -4%
AP
1524
Adero Partners
California
$232K -$14.7K -33 -6%
FP
1525
Financial Perspectives
Minnesota
$232K – – –
59 60
61
62 63