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S&P Global
SPGI

Overview Fund Activity

1,811 hedge funds and large institutions have $114B invested in S&P Global in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 702 increasing their positions, 691 reducing their positions, and 91 closing their positions.

Holders
1,811
Holders Change
+60
Holders Change %
+3.43%
% 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
691
Closed
91
Calls
$906M
Puts
$507M
Net Calls
+$399M
Net Calls Change
+$1.11B

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$943M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.23B
3
Capital World Investors
3
Capital World Investors
California
$808M
4
IFP
4
Independent Franchise Partners
United Kingdom
$0
5
Swedbank
5
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1801
Cedar Wealth Management
California
$1.7K – – –
TAM
1802
Tucker Asset Management
Colorado
$1.7K – – –
IRC
1803
Investors Research Corp
Georgia
$1.7K – – –
TCM
1804
TD Capital Management
Tennessee
$1.7K +$1.7K +4 New
SIS
1805
Sound Income Strategies
Florida
$1.7K +$1.7K +4 New
CAM
1806
ClariVest Asset Management
California
$1.69K – – –
CFD
1807
Creative Financial Designs
Indiana
$1.28K -$1.28K -3 -50%
WF
1808
WoodTrust Financial
Wisconsin
$1.24K +$2 +4 +0.1%
MAWCM
1809
Mine & Arao Wealth Creation & Management
California
$426 +$426 +1 New
RG
1810
Retirement Group
California
$425 – – –
WA
1811
WestEnd Advisors
North Carolina
$425 +$425 +1 New
DWM
1812
Dogwood Wealth Management
Kansas
$17 -$28 – –
IFP
1813
Independent Franchise Partners
United Kingdom
– -$352M -798,525 Closed
Swedbank
1814
Swedbank
Sweden
– -$337M -764,715 Closed
CU
1815
CDAM (UK)
United Kingdom
– -$64M -145,300 Closed
LOAME
1816
Lombard Odier Asset Management (Europe)
United Kingdom
– -$21.5M -48,844 Closed
NWM
1817
Nicola Wealth Management
British Columbia, Canada
– -$13.8M -31,300 Closed
WM
1818
Whitford Management
New York
– -$5.98M -13,579 Closed
CCM
1819
Candlestick Capital Management
Connecticut
– -$5.29M -12,000 Closed
FM
1820
Freemont Management
Switzerland
– -$4.76M -10,800 Closed
FI
1821
FJ Investments
Utah
– -$3.7M -8,400 Closed
AAF
1822
Andra AP-fonden
Sweden
– -$3.27M -7,412 Closed
IUHSA
1823
Itau Unibanco Holding S.A.
Brazil
– -$3.23M -7,310 Closed
HF
1824
HRT Financial
New York
– -$2.96M -6,712 Closed
HCA
1825
Harbor Capital Advisors
Illinois
– -$2.53M -5,750 Closed
71 72
73
74 75