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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 %
EFM
1576
E Fund Management
China
$207K +$207K +486 New
PWP
1577
Phillips Wealth Planners
Mississippi
$207K +$207K +506 New
RA
1578
RFG Advisory
Alabama
$207K +$207K +486 New
DWA
1579
Delap Wealth Advisory
Oregon
$205K +$205K +483 New
FWM
1580
Foguth Wealth Management
Michigan
$205K +$205K +482 New
HCM
1581
Hengehold Capital Management
Ohio
$205K -$1.28K -3 -0.6%
WB
1582
West Bancorporation
Iowa
$205K +$205K +482 New
OMC
1583
Old Mission Capital
Illinois
$204K +$204K +479 New
SAF
1584
Smith Anglin Financial
Texas
$203K -$2.55K -6 -1%
EL
1585
EWA LLC
Pennsylvania
$203K +$6.91K +16 +4%
SG
1586
StoneX Group
New York
$203K -$17K -40 -8%
CCA
1587
Cottonwood Capital Advisors
Utah
$203K +$2.87K +7 +1%
SPP
1588
Single Point Partners
Massachusetts
$202K
TF
1589
Trek Financial
Arizona
$202K +$202K +474 New
APWM
1590
Argonautica Private Wealth Management
Massachusetts
$202K +$202K +474 New
HI
1591
Hendershot Investments
Virginia
$200K
LTI
1592
Laffer Tengler Investments
Tennessee
$197K -$11.5K -27 -6%
GPI
1593
General Partner Inc
Pennsylvania
$188K
RIL
1594
Rothschild Investment LLC
Illinois
$185K +$851 +2 +0.5%
BCP
1595
Blue Chip Partners
Michigan
$185K +$29.3K +69 +19%
SWS
1596
SYSTM Wealth Solutions
Illinois
$185K -$1.28K -3 -0.7%
NIMI
1597
Natixis Investment Managers International
France
$185K +$38.7K +91 +27%
BONH
1598
Bank of New Hampshire
New Hampshire
$184K -$17K -40 -8%
FCAS
1599
First Command Advisory Services
Texas
$182K -$31.1K -73 -15%
EWA
1600
EverSource Wealth Advisors
Alabama
$181K +$25.8K +62 +17%