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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 %
AT
1601
Avalon Trust
New Mexico
$180K
AGWCA
1602
Annis Gardner Whiting Capital Advisors
Florida
$178K +$79.1K +186 +80%
NCTC
1603
New Covenant Trust Company
Indiana
$178K +$178K +419 New
PCMC
1604
Planning Capital Management Corporation
Pennsylvania
$178K +$8.94K +21 +5%
MIM
1605
Meridiem Investment Management
United Kingdom
$170K -$42.5K -100 -20%
ORAM
1606
One River Asset Management
Connecticut
$170K +$170K +399 New
KFI
1607
Key Financial Inc
Pennsylvania
$166K -$48.9K -115 -23%
KFS
1608
Kelly Financial Services
Massachusetts
$163K -$10.6K -25 -6%
OCM
1609
Osterweis Capital Management
California
$158K +$10.6K +25 +7%
ANBT
1610
American National Bank & Trust
Texas
$151K
HF
1611
Halpern Financial
Virginia
$149K
DJSG
1612
D.J. St. Germain
Massachusetts
$148K +$1.28K +3 +0.9%
OA
1613
Operose Advisors
Wisconsin
$143K -$40.8K -96 -22%
SNB
1614
Security National Bank
Nebraska
$143K
EWM
1615
Evermay Wealth Management
Virginia
$143K +$77.4K +182 +119%
BGAI
1616
Bruce G. Allen Investments
Colorado
$141K +$20.4K +48 +17%
HNB
1617
Hilltop National Bank
Wyoming
$140K +$140K +330 New
CTB
1618
Country Trust Bank
Illinois
$137K
SWM
1619
Sugarloaf Wealth Management
Georgia
$134K +$20.9K +49 +18%
CP
1620
Castleview Partners
Texas
$134K -$2.55K -6 -2%
AAG
1621
Accordant Advisory Group
Maryland
$129K +$129K +304 New
HWM
1622
HighMark Wealth Management
Minnesota
$128K
BWAM
1623
Boyd Watterson Asset Management
Ohio
$127K -$10.6K -25 -8%
TIM
1624
Tortoise Investment Management
New York
$126K -$8.08K -19 -6%
LOIM
1625
Liberty One Investment Management
Illinois
$124K +$124K +291 New