SPGI icon

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 %
ECM
1776
Everence Capital Management
Indiana
$5.16K -$442 -1,040 -8%
TCA
1777
Trifecta Capital Advisors
Illinois
$5.11K – – –
JFA
1778
JNBA Financial Advisors
Minnesota
$5.11K – – –
RS
1779
Rakuten Securities
Japan
$5.11K -$851 -2 -14%
FRA
1780
Front Row Advisors
California
$5.11K – – –
APC
1781
Aspire Private Capital
North Carolina
$4.68K – – –
VWWMG
1782
Vermillion & White Wealth Management Group
Pennsylvania
$4.68K – – –
SCA
1783
Stuart Chaussee & Associates
California
$4.26K – – –
RWA
1784
Redmont Wealth Advisors
Illinois
$4.26K +$4.26K +10 New
JPWM
1785
Jamison Private Wealth Management
Georgia
$3.9K – – –
AP
1786
Atwood & Palmer
Missouri
$3.83K – – –
TLCM
1787
Twin Lakes Capital Management
California
$3.51K – – –
CAC
1788
Core Alternative Capital
Georgia
$3.4K -$46.8K -110 -93%
WWM
1789
Wolff Wiese Magana
California
$3.4K – – –
HWP
1790
Highline Wealth Partners
California
$3.4K – – –
FIM
1791
Fernwood Investment Management
Massachusetts
$3.4K +$3.4K +8 New
W
1792
WealthCollab
Washington
$2.98K +$2.98K +7 New
RAM
1793
Riggs Asset Management
Pennsylvania
$2.98K +$2.98K +7 New
PCA
1794
Providence Capital Advisors
North Carolina
$2.98K – – –
NL
1795
NVWM LLC
Pennsylvania
$2.98K +$2.98K +7 New
IGWM
1796
ICA Group Wealth Management
Colorado
$2.55K – – –
IHWM
1797
Iron Horse Wealth Management
Iowa
$2.55K – – –
FSWA
1798
Financial Synergies Wealth Advisors
Texas
$2.13K -$426 -1 -17%
CJ
1799
Caitlin John
Michigan
$2.13K – – –
CIM
1800
Contravisory Investment Management
Massachusetts
$2.13K +$2.13K +5 New
70 71
72
73 74