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S&P Global
SPGI

Overview Fund Activity

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

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$881M
2
Millennium Management
Millennium Management
New York
$478M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$353M
4
Citadel Advisors
Citadel Advisors
Florida
$646M
5
Two Sigma Investments
Two Sigma Investments
New York
$194M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$943M
2
Morgan Stanley
Morgan Stanley
New York
$2.23B
3
Capital World Investors
Capital World Investors
California
$808M
4
IFP
Independent Franchise Partners
United Kingdom
$0
5
Swedbank
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMI
1726
Creative Capital Management Investments
California
$18.3K – – –
PP
1727
PrairieView Partners
Minnesota
$18K – – –
DCP
1728
DSM Capital Partners
Florida
$17.9K – – –
BL
1729
BFSG LLC
California
$17.9K +$17.9K +42 New
TH
1730
TCTC Holdings
Texas
$17.4K – – –
SVCP
1731
Silicon Valley Capital Partners
California
$17.1K – – –
LWANC
1732
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.2K +$16.2K +38 New
VNA
1733
Valley National Advisers
Pennsylvania
$16K +$842 +2 +6%
UFF
1734
USA Financial Formulas
Michigan
$15.7K +$425 +1 +3%
SC
1735
Steph & Co
Wisconsin
$15.3K – – –
VAMG
1736
Voisard Asset Management Group
Michigan
$14.9K – – –
SC
1737
SouthState Corp
Florida
$14.9K +$5.96K +14 +67%
NFSG
1738
Newbridge Financial Services Group
Florida
$14.6K -$2.58K -6 -15%
LI
1739
LRI Investments
Florida
$13.6K +$13.6K +32 New
AFS
1740
Annapolis Financial Services
Maryland
$13.2K – – –
DF
1741
Dunhill Financial
United Kingdom
$12.9K +$1.72K +4 +15%
CIAS
1742
CBIZ Investment Advisory Services
Ohio
$12.8K +$12.8K +30 New
S
1743
Sachetta
Massachusetts
$12.8K – – –
TFA
1744
Toth Financial Advisory
Virginia
$12.8K -$3.83K -9 -23%
TSWM
1745
Tyler-Stone Wealth Management
Ohio
$12.8K – – –
RTL
1746
Red Tortoise LLC
Georgia
$12.6K +$8.42K +20 +200%
HBW
1747
Hazlett, Burt & Watson
West Virginia
$12K +$7.03K +17 +142%
BCMLT
1748
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K +$7.7K +18 +200%
MFT
1749
Moisand Fitzgerald Tamayo
Florida
$11.5K – – –
NCM
1750
Northwest Capital Management
Oregon
$11.5K – – –
68 69
70
71 72