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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
26.27%
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 %
VCM
1626
Versant Capital Management
Arizona
$123K -$1.7K -4 -1%
DFA
1627
DHJJ Financial Advisors
Illinois
$120K
TF
1628
Tompkins Financial
New York
$119K
TFIPS
1629
Towarzystwo Funduszy Inwestycyjnych PZU SA
$119K +$20.8K +49 +21%
WB
1630
Webster Bank
Connecticut
$117K +$10.2K +24 +10%
HIIFS
1631
Harel Insurance Investments & Financial Services
Israel
$112K
JWA
1632
JFS Wealth Advisors
Pennsylvania
$107K +$20.4K +48 +24%
HFM
1633
Harvest Fund Management
China
$103K -$26.3K -62 -20%
GAA
1634
Global Assets Advisory
Florida
$102K +$102K +43,581 New
DCM
1635
Disciplina Capital Management
Tennessee
$97.7K +$425 +1 +0.4%
HWA
1636
HHM Wealth Advisors
Tennessee
$97.4K
FMII
1637
Farmers & Merchants Investments Inc
Nebraska
$97K
GA
1638
GoalVest Advisory
New York
$94K +$23.4K +55 +33%
HI
1639
Harbour Investments
Wisconsin
$91.9K -$11.9K -28 -11%
WPA
1640
West Paces Advisors
Georgia
$90.2K -$9.79K -23 -10%
T
1641
TOBAM
France
$90K -$58.6K -138 -39%
CA
1642
CoreCap Advisors
Michigan
$89.9K -$270K -635 -75%
BFPW
1643
BOK Financial Private Wealth
Colorado
$89.8K +$28.5K +67 +47%
PGAM
1644
Princeton Global Asset Management
New Jersey
$85.1K -$88.5K -208 -51%
DI
1645
DAGCO Inc
Ohio
$85.1K +$85.1K +200 New
AA
1646
Addison Advisors
Vermont
$84.7K +$9.79K +23 +13%
RA
1647
Rational Advisors
New York
$83.4K -$24.7K -58 -23%
PP
1648
PFS Partners
New Jersey
$83.3K +$425 +1 +0.5%
ITIM
1649
Indiana Trust & Investment Management
Indiana
$83K +$17K +40 +26%
OP
1650
ORG Partners
Indiana
$82K -$600K -1,403 -88%