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S&P Global

1,909 hedge funds and large institutions have $138B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 697 increasing their positions, 746 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,909
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.61%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.95%
New
196
Increased
697
Reduced
746
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
APWM
1601
Argonautica Private Wealth Management
Massachusetts
$245K
GAG
1602
Goodman Advisory Group
Massachusetts
$244K -$53.2K -103 -18%
S
1603
Sunpointe
Missouri
$244K -$13.4K -26 -5%
TF
1604
Trek Financial
Arizona
$243K -$20.7K -40 -8%
EW
1605
Elyxium Wealth
California
$243K +$243K +470 New
MSAM
1606
Moloney Securities Asset Management
Missouri
$243K -$3.62K -7 -1%
HI
1607
Hendershot Investments
Virginia
$243K
CCM
1608
Canal Capital Management
Virginia
$242K
EFS
1609
Essex Financial Services
Connecticut
$241K +$241K +469 New
NPFS
1610
Novak & Powell Financial Services
Florida
$240K
CWM
1611
Congress Wealth Management
Massachusetts
$240K -$5.17K -10 -2%
WC
1612
Wynn Capital
Georgia
$240K
MWM
1613
MGB Wealth Management
Texas
$239K
RWP
1614
Revolve Wealth Partners
New Jersey
$239K +$239K +463 New
CA
1615
Cannon Advisors
North Carolina
$239K +$239K +466 New
AIA
1616
Angeles Investment Advisors
California
$239K
LTI
1617
Laffer Tengler Investments
Tennessee
$239K
SPP
1618
Single Point Partners
Massachusetts
$238K -$5.17K -10 -2%
RB
1619
Renasant Bank
Mississippi
$237K -$48.6K -94 -17%
AWA
1620
Arete Wealth Advisors
Illinois
$237K -$25.2K -49 -10%
GKWIM
1621
Gerber Kawasaki Wealth & Investment Management
California
$237K
GWM
1622
Gitterman Wealth Management
New Jersey
$236K +$3.1K +6 +1%
C
1623
Covestor
United Kingdom
$236K -$30.5K -59 -11%
PSP
1624
Principal Street Partners
Tennessee
$236K -$3.57K -8 -1%
LI
1625
LVZ Inc
Michigan
$236K