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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
26.26%
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 %
BSB
1701
Bangor Savings Bank
Maine
$37.4K
PAM
1702
Palisade Asset Management
Minnesota
$37.4K +$37.4K +88 New
MA
1703
MCF Advisors
Kentucky
$37K
FFO
1704
Fortitude Family Office
Arizona
$34.9K -$6.38K -15 -15%
AP
1705
Aspect Partners
Virginia
$32.8K
SOW
1706
State of Wyoming
Wyoming
$32.8K
KSWA
1707
Kathleen S. Wright Associates
Pennsylvania
$30K
RMC
1708
Resources Management Corp
Connecticut
$30K +$30K +70 New
GEA
1709
Glen Eagle Advisors
New Jersey
$29.4K -$23K -54 -44%
VWA
1710
Valued Wealth Advisors
Utah
$29.1K +$2.14K +5 +8%
OLVIG
1711
Oliver Lagore Vanvalin Investment Group
Michigan
$29K +$1.7K +4 +6%
SG
1712
Sienna Gestion
France
$27.2K +$27.2K +64 New
FMP
1713
Financial Management Professionals
Texas
$27K +$857 +2 +3%
ETC
1714
Exchange Traded Concepts
Oklahoma
$26.8K -$56.2K -132 -68%
HCP
1715
Hexagon Capital Partners
Arkansas
$26K +$5.96K +14 +30%
PP
1716
Pacifica Partners
Canada
$25.5K
AWM
1717
Abound Wealth Management
Tennessee
$24.8K +$1.28K +3 +5%
PWMG
1718
Private Wealth Management Group
New Jersey
$24.7K
HGERS
1719
Householder Group Estate & Retirement Specialist
Arizona
$24.3K -$851 -2 -3%
FGAM
1720
Financial Gravity Asset Management
Texas
$22.8K +$862 +2 +4%
NIC
1721
Northwest Investment Counselors
Oregon
$22.5K +$22.5K +53 New
WTA
1722
Washington Trust Advisors
Massachusetts
$21.4K -$4.71K -11 -18%
FPF
1723
First Pacific Financial
Washington
$20.8K
DWA
1724
Delos Wealth Advisors
Texas
$19.1K +$18.7K +44 +4,400%
LFG
1725
Larson Financial Group
Missouri
$18.9K -$8K -19 -30%