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S&P Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
1601
Kelly Financial Services
Massachusetts
$178K +$7.13K +16 +4%
ORAM
1602
One River Asset Management
Connecticut
$174K -$4.01K -9 -2%
TFF
1603
The Family Firm
Maryland
$173K +$173K +389 New
AWM
1604
Avior Wealth Management
Nebraska
$169K -$260K -582 -60%
FCAS
1605
First Command Advisory Services
Texas
$168K -$23.2K -52 -12%
OCM
1606
Osterweis Capital Management
California
$161K -$4.91K -11 -3%
ANBT
1607
American National Bank & Trust
Texas
$159K
DJSG
1608
D.J. St. Germain
Massachusetts
$154K -$892 -2 -0.6%
OA
1609
Operose Advisors
Wisconsin
$150K
SNB
1610
Security National Bank
Nebraska
$149K
EWM
1611
Evermay Wealth Management
Virginia
$149K
HNB
1612
Hilltop National Bank
Wyoming
$147K -$446 -1 -0.3%
VCM
1613
Versant Capital Management
Arizona
$146K +$16.5K +37 +13%
SWM
1614
Sugarloaf Wealth Management
Georgia
$142K +$1.34K +3 +0.9%
BGAI
1615
Bruce G. Allen Investments
Colorado
$137K -$11.2K -25 -8%
CFM
1616
Catalyst Funds Management
Australia
$134K -$714K -1,600 -84%
HF
1617
Halpern Financial
Virginia
$134K -$22.3K -50 -14%
HWM
1618
HighMark Wealth Management
Minnesota
$134K
DFA
1619
DHJJ Financial Advisors
Illinois
$125K
TFIPS
1620
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K
TF
1621
Tompkins Financial
New York
$125K
CPG
1622
Cornerstone Planning Group
New Jersey
$123K +$45.3K +96 +59%
CA
1623
CoreCap Advisors
Michigan
$122K +$28.1K +63 +30%
BWAM
1624
Boyd Watterson Asset Management
Ohio
$122K -$11.2K -25 -8%
WB
1625
Webster Bank
Connecticut
$122K