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S&P Global

1,812 hedge funds and large institutions have $115B invested in S&P Global in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 702 increasing their positions, 692 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+60
Holders Change %
+3.42%
% of All Funds
26.26%
Holding in Top 10
56
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-25.33%
% of All Funds
0.81%
New
173
Increased
702
Reduced
692
Closed
91
Calls
$906M
Puts
$507M
Net Calls
+$399M
Net Calls Change
+$1.11B
Name Holding Trade Value Shares
Change
Shares
Change %
NFC
1526
Northeast Financial Consultants
Connecticut
$240K +$240K +564 New
JDR
1527
Jay D. Rosenbaum
$240K
DBIA
1528
Dumont & Blake Investment Advisors
New Jersey
$239K -$65.9K -155 -22%
EFG
1529
Ethos Financial Group
Pennsylvania
$237K +$5.96K +14 +3%
WANY
1530
Wealthspire Advisors (New York)
New York
$236K -$83.4K -196 -26%
PWA
1531
Physician Wealth Advisors
Utah
$236K +$236K +578 New
AGM
1532
Alpine Global Management
New York
$235K +$235K +553 New
AP
1533
Adero Partners
California
$235K -$28.9K -68 -11%
SLA
1534
Silver Lake Advisory
Utah
$235K +$235K +552 New
VVP
1535
Venture Visionary Partners
Ohio
$235K -$4.25K -10 -2%
CAMV
1536
Concord Asset Management (Virginia)
Virginia
$234K +$12.3K +29 +6%
CP
1537
Coho Partners
Pennsylvania
$234K -$255K -600 -52%
FA
1538
Financial Alternatives
California
$233K
BFG
1539
Bouchey Financial Group
New York
$233K
SVWAG
1540
Sound View Wealth Advisors Group
Georgia
$233K -$3.83K -9 -2%
PSP
1541
Principal Street Partners
Tennessee
$232K +$3.45K +8 +2%
WIC
1542
Wilkins Investment Counsel
Massachusetts
$228K +$228K +535 New
GVAG
1543
Great Valley Advisor Group
Delaware
$228K -$19.1K -45 -8%
RCG
1544
Ruane, Cunniff & Goldfarb
New York
$226K
FBB
1545
Fulton Breakefield Broenniman
Maryland
$225K -$2.13K -5 -0.9%
AWM
1546
Aviso Wealth Management
Washington
$223K +$13.2K +31 +6%
FP
1547
Financial Perspectives
Minnesota
$221K -$426 -1 -0.2%
BFA
1548
Bragg Financial Advisors
North Carolina
$221K +$26.4K +62 +14%
WTB
1549
Washington Trust Bank
Washington
$221K +$221K +519 New
JSW
1550
Journey Strategic Wealth
New Jersey
$220K -$14.5K -34 -6%