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 %
MWM
1551
MGB Wealth Management
Texas
$221K +$221K +463 New
NCM
1552
Next Capital Management
New York
$221K +$221K +495 New
TCOT
1553
Trust Company of Toledo
Ohio
$219K – – –
GWA
1554
GGM Wealth Advisors
Maryland
$219K – – –
PGA
1555
Portland Global Advisors
Maine
$219K +$219K +490 New
SWM
1556
Scissortail Wealth Management
Oklahoma
$217K +$217K +486 New
HCM
1557
Hengehold Capital Management
Ohio
$217K +$1.78K +4 +0.8%
HP
1558
Hyperion Partners
Pennsylvania
$216K +$216K +484 New
TCM
1559
Tandem Capital Management
New Jersey
$215K +$215K +475 New
PPWM
1560
Paragon Private Wealth Management
Kentucky
$215K +$215K +481 New
MA
1561
MONECO Advisors
Connecticut
$214K +$214K +481 New
EWA
1562
EverSource Wealth Advisors
Alabama
$213K +$3.39K +7 +2%
SAF
1563
Smith Anglin Financial
Texas
$213K – – –
WB
1564
West Bancorporation
Iowa
$213K -$2.23K -5 -1%
MSAM
1565
Moloney Securities Asset Management
Missouri
$213K +$213K +477 New
WTB
1566
Washington Trust Bank
Washington
$212K -$19.2K -43 -8%
CWM
1567
Congress Wealth Management
Massachusetts
$212K +$212K +475 New
APWM
1568
Argonautica Private Wealth Management
Massachusetts
$211K – – –
ACP
1569
Aveo Capital Partners
Colorado
$211K -$15.6K -35 -7%
SPP
1570
Single Point Partners
Massachusetts
$210K -$2.23K -5 -1%
HI
1571
Hendershot Investments
Virginia
$210K – – –
CCM
1572
Canal Capital Management
Virginia
$209K +$209K +469 New
APP
1573
Avantax Planning Partners
Iowa
$208K +$208K +466 New
NPFS
1574
Novak & Powell Financial Services
Florida
$208K +$208K +466 New
TNA
1575
True North Advisors
Texas
$207K -$9.81K -22 -5%
61 62
63
64 65