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S&P Global
SPGI

Overview Fund Activity

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.

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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.82B
2
BlackRock
2
BlackRock
New York
$11.5B
3
TCI Fund Management
3
TCI Fund Management
United Kingdom
$4.64B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$716M
5
Swedbank
5
Swedbank
Sweden
$348M

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$20.2M
2
Capital World Investors
2
Capital World Investors
California
$523M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$79.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$712M
5
Citadel Advisors
5
Citadel Advisors
Florida
$460M
Name Market Value Shares Shares
Change 		Shares
Change %
IAIM
1626
International Assets Investment Management
Florida
$119K 267 +267 New
HIIFS
1627
Harel Insurance Investments & Financial Services
Israel
$117K 263 – –
TIM
1628
Tortoise Investment Management
New York
$110K 246 -49 -17%
DCM
1629
Disciplina Capital Management
Tennessee
$103K 230 – –
HWA
1630
HHM Wealth Advisors
Tennessee
$102K 229 – –
FFA
1631
Fairfield Financial Advisors
Massachusetts
$101K 227 +227 New
FMII
1632
Farmers & Merchants Investments Inc
Nebraska
$101K 226 -2 -0.9%
SOW
1633
State of Wyoming
Wyoming
$96.8K 217 +140 +182%
GI
1634
Gradient Investments
Minnesota
$95K 213 +200 +1,538%
AA
1635
Addison Advisors
Vermont
$94.6K 212 +13 +7%
BFPW
1636
BOK Financial Private Wealth
Colorado
$94.1K 211 – –
Twin Tree Management
1637
Twin Tree Management
Texas
$93.7K 210 +35 +20%
HI
1638
Harbour Investments
Wisconsin
$93.2K 209 -7 -3%
WPWM
1639
Western Pacific Wealth Management
Illinois
$93.2K 209 +21 +11%
T
1640
TOBAM
France
$90K 201 -11 -5%
WPA
1641
West Paces Advisors
Georgia
$89.6K 201 -11 -5%
DI
1642
DAGCO Inc
Ohio
$89.2K 200 – –
PGAM
1643
Princeton Global Asset Management
New Jersey
$89.2K 200 – –
PP
1644
PFS Partners
New Jersey
$87K 195 -1 -0.5%
ITIM
1645
Indiana Trust & Investment Management
Indiana
$87K 195 – –
JWA
1646
JFS Wealth Advisors
Pennsylvania
$86.5K 194 -57 -23%
MCM
1647
MV Capital Management
Maryland
$84.7K 190 +9 +5%
TFA
1648
Transamerica Financial Advisors
Florida
$83K 185 – –
MWM
1649
Mascoma Wealth Management
New Hampshire
$82.5K 185 +16 +9%
RA
1650
Rise Advisors
New York
$81.8K 183 – –
64 65
66
67 68