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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 %
FOA
1551
Five Oceans Advisors
California
$220K
PB
1552
Pinnacle Bancorp
Nebraska
$219K
GC
1553
Grimes & Company
Massachusetts
$218K -$12.4K -29 -5%
MPW
1554
MGO Private Wealth
California
$217K +$217K +511 New
BCM
1555
BlueCrest Capital Management
Jersey
$217K -$44.7K -105 -17%
SIMG
1556
Stephens Investment Management Group
Texas
$217K +$60.4K +142 +39%
WFAG
1557
Worth Financial Advisory Group
North Carolina
$216K -$1.28K -3 -0.6%
ACP
1558
Aveo Capital Partners
Colorado
$216K +$8.08K +19 +4%
SWA
1559
SFMG Wealth Advisors
Texas
$216K -$2.55K -6 -1%
MAP
1560
Moody Aldrich Partners
Massachusetts
$215K +$215K +506 New
WWM
1561
Whalen Wealth Management
Nevada
$214K +$214K +504 New
CD
1562
Chapin Davis
Maryland
$214K
APW
1563
Aurora Private Wealth
New Jersey
$214K
DWM
1564
Darwin Wealth Management
Florida
$213K -$58.3K -137 -21%
GWA
1565
GGM Wealth Advisors
Maryland
$213K -$740K -1,700 -78%
IIM
1566
Ipswich Investment Management
Massachusetts
$213K
HIGP
1567
Hill Investment Group Partners
Missouri
$213K
NRC
1568
New Republic Capital
North Carolina
$212K +$2.55K +6 +1%
MBT
1569
Montecito Bank & Trust
California
$212K
ICP
1570
Interchange Capital Partners
Pennsylvania
$210K +$8.63K +20 +4%
IWN
1571
Independent Wealth Network
Iowa
$210K -$23K -54 -10%
TCOT
1572
Trust Company of Toledo
Ohio
$209K -$51.1K -120 -20%
WIA
1573
Wetzel Investment Advisors
Indiana
$208K -$2.48K -6 -1%
C
1574
Covestor
United Kingdom
$208K +$36.7K +86 +21%
TNA
1575
True North Advisors
Texas
$207K +$207K +487 New