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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 %
MWM
1826
Meridian Wealth Management
Kentucky
– -$2.51M -5,707 Closed
BCM
1827
Bayesian Capital Management
New York
– -$2.05M -4,645 Closed
SAG
1828
SageView Advisory Group
California
– -$1.62M -3,573 Closed
FTB
1829
First Trust Bank
Bahamas
– -$1.41M -3,200 Closed
MAM
1830
Morse Asset Management
Connecticut
– -$989K -2,246 Closed
TFS
1831
Thoroughbred Financial Services
Tennessee
– -$918K -2,086 Closed
LCWP
1832
Legacy Capital Wealth Partners
Arkansas
– -$904K -2,051 Closed
VWM
1833
VCI Wealth Management
Missouri
– -$816K -1,852 Closed
FNBOH
1834
First National Bank of Hutchinson
Kansas
– -$791K -1,796 Closed
GC
1835
Guidance Capital
Kentucky
– -$777K -1,782 Closed
RIM
1836
Redwood Investment Management
Arizona
– -$738K -1,645 Closed
PCIG
1837
Partners Capital Investment Group
Massachusetts
– -$620K -1,407 Closed
CCM
1838
Carlson Capital Management
Minnesota
– -$563K -1,277 Closed
PE
1839
Point72 Europe
United Kingdom
– -$521K -1,183 Closed
CFA
1840
CWS Financial Advisors
Michigan
– -$506K -1,149 Closed
EA
1841
Everpar Advisors
Oklahoma
– -$494K -1,121 Closed
SBIA
1842
Sheaff Brock Investment Advisors
Indiana
– -$492K -1,117 Closed
CPRC
1843
Consolidated Portfolio Review Corp
New York
– -$408K -926 Closed
CAM
1844
Covenant Asset Management
New Jersey
– -$396K -900 Closed
WP
1845
Woodline Partners
California
– -$391K -888 Closed
3IP
1846
3Chopt Investment Partners
Virginia
– -$354K -803 Closed
FNWM
1847
Financial Network Wealth Management
Utah
– -$352K -800 Closed
RS
1848
Retirement Solution
Washington
– -$352K -800 Closed
CWM
1849
Curi Wealth Management
North Carolina
– -$349K -792 Closed
OAM
1850
Oxford Asset Management
United Kingdom
– -$289K -656 Closed
72 73
74
75 76