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S&P Global

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
1526
Householder Group Estate & Retirement Specialist
Arizona
$21.6K +$21.6K +59 New
LFG
1527
Larson Financial Group
Missouri
$20.6K +$3.68K +10 +22%
WIM
1528
Westside Investment Management
California
$18.6K
ACA
1529
Atlas Capital Advisors
Wyoming
$18.3K +$11K +30 +150%
NIC
1530
Northwest Investment Counselors
Oregon
$16.8K +$8.04K +22 +92%
HCP
1531
Hexagon Capital Partners
Arkansas
$16.1K -$365 -1 -2%
CCMI
1532
Creative Capital Management Investments
California
$15.7K
TH
1533
TCTC Holdings
Texas
$15K
SVCP
1534
Silicon Valley Capital Partners
California
$14.7K
OLVIG
1535
Oliver Lagore Vanvalin Investment Group
Michigan
$14.3K -$3.29K -9 -19%
TFA
1536
Toth Financial Advisory
Virginia
$14.3K -$179K -491 -93%
PP
1537
PrairieView Partners
Minnesota
$14K
SCA
1538
Stonebridge Capital Advisors
Minnesota
$13.9K +$2.56K +7 +23%
SC
1539
Steph & Co
Wisconsin
$13.2K
DIP
1540
DT Investment Partners
Pennsylvania
$13.2K
MA
1541
MCF Advisors
Kentucky
$13.2K +$2.56K +7 +24%
BFPW
1542
BOK Financial Private Wealth
Colorado
$12.8K
AFS
1543
Annapolis Financial Services
Maryland
$12.8K
GM
1544
GeoWealth Management
Illinois
$12K -$972K -2,591 -99%
RW
1545
RVW Wealth
California
$11.7K +$11.7K +32 New
BG
1546
Bollard Group
Massachusetts
$11K
TSWM
1547
Tyler-Stone Wealth Management
Ohio
$11K
MFT
1548
Moisand Fitzgerald Tamayo
Florida
$10.6K
KI
1549
Kapitalo Investimentos
Brazil
$10.2K -$19K -52 -65%
FGAM
1550
Financial Gravity Asset Management
Texas
$9.95K -$133K -373 -93%