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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 %
RFG
1751
RFP Financial Group
Georgia
$11.5K +$3.4K +8 +42%
NSIM
1752
North Star Investment Management
Illinois
$11.1K – – –
CMA
1753
Cedar Mountain Advisors
Oregon
$11.1K – – –
HDIM
1754
Hanson & Doremus Investment Management
Vermont
$11K +$11K +25 New
PA
1755
Pineridge Advisors
Missouri
$10.2K -$15.3K -36 -60%
SA
1756
Scarborough Advisors
Maryland
$10.2K – – –
SWA
1757
SOA Wealth Advisors
New York
$9.4K – – –
IPW
1758
Impact Partnership Wealth
Georgia
$9.36K -$85.1K -200 -90%
CCM
1759
Chilton Capital Management
Texas
$9.36K +$6.38K +15 +214%
BHWM
1760
Beaird Harris Wealth Management
Texas
$8.94K -$12.8K -30 -59%
GFPC
1761
Global Financial Private Client
Florida
$8.12K -$1.71K -4 -17%
AW
1762
Avion Wealth
Texas
$8K +$471 +1 +6%
FFC
1763
First Financial Corp
Indiana
$7.66K -$43.8K -103 -85%
OPTFSNA
1764
Old Point Trust & Financial Services N A
Virginia
$7.66K – – –
CTWM
1765
Cherry Tree Wealth Management
Minnesota
$7.45K +$3.31K +8 +80%
FG
1766
Fairman Group
Pennsylvania
$7.23K – – –
DPW
1767
DiNuzzo Private Wealth
Pennsylvania
$6.81K +$426 +1 +7%
JGIA
1768
Jackson Grant Investment Advisers
Connecticut
$6.38K – – –
BC
1769
Belmont Capital
California
$6.38K +$6.38K +15 New
FCG
1770
Financial Connections Group
California
$6K +$6K +14 New
SN
1771
Sittner & Nelson
Oregon
$5.96K – – –
MSG
1772
Main Street Group
Virginia
$5.55K – – –
GI
1773
Gradient Investments
Minnesota
$5.53K -$48.5K -114 -90%
CT
1774
Cambridge Trust
Massachusetts
$5.53K -$2.98K -7 -35%
FRA
1775
Frank Rimerman Advisors
California
$5.53K – – –
69 70
71
72 73