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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 %
WPWM
1651
Western Pacific Wealth Management
Illinois
$80K +$80K +188 New
TFA
1652
Transamerica Financial Advisors
Florida
$79K -$301K -704 -79%
RA
1653
Rise Advisors
New York
$77.9K +$75.8K +178 +3,560%
MCM
1654
MV Capital Management
Maryland
$77K +$3.4K +8 +5%
AT
1655
Arlington Trust
Alabama
$76.2K -$4.68K -11 -6%
HCM
1656
Hollencrest Capital Management
California
$75.7K -$499K -1,173 -87%
Twin Tree Management
1657
Twin Tree Management
Texas
$74.5K +$74.5K +175 New
MWM
1658
Mascoma Wealth Management
New Hampshire
$71.9K
AA
1659
Ancora Advisors
Ohio
$71.6K -$27.3K -64 -28%
CHA
1660
Carmichael Hill & Associates
Maryland
$71.1K
CPG
1661
Cornerstone Planning Group
New Jersey
$69.7K -$15.7K -37 -18%
AWM
1662
Atticus Wealth Management
Florida
$65.5K
EWP
1663
Elevation Wealth Partners
California
$63.8K
LJHT
1664
Laurie J. Hall Trustee
$62K
FFWA
1665
FRG Family Wealth Advisors
Washington
$61.6K +$61.6K +148 New
ADL
1666
Asset Dedication LLC
California
$61K
CW
1667
Connectus Wealth
Ohio
$58.8K -$4.67K -6,927 -7%
QL
1668
Quarry LP
New York
$57.9K +$37.4K +88 +183%
CYG
1669
Clean Yield Group
Vermont
$56.6K
GCGDR
1670
Geo Capital Gestora de Recursos
Brazil
$54K -$4.29K -10 -7%
GWM
1671
Geneos Wealth Management
Colorado
$53.8K +$2.14K +5 +4%
ME
1672
McIlrath & Eck
Washington
$52.3K
ACA
1673
Atlas Capital Advisors
Wyoming
$51.9K
MHR
1674
Matthew Hamilton Rosenberg
$51.3K
CT
1675
Clearstead Trust
Maine
$50.2K -$279K -656 -85%