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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 %
SIMG
1526
Stephens Investment Management Group
Texas
$231K +$4.46K +10 +2%
NRC
1527
New Republic Capital
North Carolina
$231K +$8.92K +20 +4%
MTC
1528
McDaniel Terry & Co
Texas
$230K -$33.5K -75 -13%
C
1529
Covestor
United Kingdom
$230K +$12.9K +29 +6%
PB
1530
Pinnacle Bancorp
Nebraska
$229K – – –
MAWA
1531
Moss Adams Wealth Advisors
Washington
$229K +$229K +514 New
CFO
1532
Callan Family Office
Pennsylvania
$229K +$229K +513 New
FOA
1533
Five Oceans Advisors
California
$228K -$2.23K -5 -1%
IWN
1534
Independent Wealth Network
Iowa
$228K +$8.03K +18 +4%
BFA
1535
Bragg Financial Advisors
North Carolina
$228K -$3.57K -8 -2%
MPW
1536
MGO Private Wealth
California
$228K – – –
TF
1537
Trek Financial
Arizona
$228K +$16.5K +37 +8%
MAP
1538
Moody Aldrich Partners
Massachusetts
$227K +$1.34K +3 +0.6%
AWA
1539
Arete Wealth Advisors
Illinois
$227K +$227K +510 New
SWA
1540
SFMG Wealth Advisors
Texas
$226K -$446 -1 -0.2%
GF
1541
GGM Financials
Ohio
$225K +$225K +504 New
GC
1542
Grimes & Company
Massachusetts
$224K -$4.46K -10 -2%
CAM
1543
Claret Asset Management
Quebec, Canada
$224K +$224K +503 New
IIM
1544
Ipswich Investment Management
Massachusetts
$223K – – –
TIA
1545
Traphagen Investment Advisors
New Jersey
$223K -$69.1K -155 -24%
RPA
1546
Rock Point Advisors
Vermont
$223K -$33.5K -75 -13%
APW
1547
Aurora Private Wealth
New Jersey
$223K – – –
TC
1548
TradeLink Capital
Illinois
$223K +$223K +500 New
S
1549
Sunpointe
Missouri
$222K +$222K +498 New
SWA
1550
Stratos Wealth Advisors
Ohio
$221K -$223K -499 -50%
60 61
62
63 64