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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 %
OAM
1851
Oxford Asset Management
United Kingdom
– -$289K -656 Closed
Jennison Associates
1852
Jennison Associates
New York
– -$287K -651 Closed
NW
1853
Naviter Wealth
Arkansas
– -$262K -595 Closed
FFN
1854
Focus Financial Network
Minnesota
– -$256K -582 Closed
DPI
1855
Diversified Portfolios Inc
Michigan
– -$249K -566 Closed
CL
1856
Choreo LLC
Illinois
– -$239K -542 Closed
TCMP
1857
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$228K -517 Closed
WHC
1858
Wulff, Hansen & Co
California
– -$220K -500 Closed
FA
1859
Fermata Advisors
California
– -$217K -493 Closed
AWA
1860
Arete Wealth Advisors
Illinois
– -$214K -485 Closed
SWM
1861
Scissortail Wealth Management
Oklahoma
– -$217K -482 Closed
S
1862
Sunpointe
Missouri
– -$212K -482 Closed
IAIM
1863
International Assets Investment Management
Florida
– -$211K -480 Closed
CFO
1864
Callan Family Office
Pennsylvania
– -$210K -477 Closed
RIA
1865
Realta Investment Advisors
Delaware
– -$210K -476 Closed
WC
1866
Wynn Capital
Georgia
– -$208K -473 Closed
HP
1867
Hyperion Partners
Pennsylvania
– -$207K -469 Closed
NPFS
1868
Novak & Powell Financial Services
Florida
– -$205K -466 Closed
MSAM
1869
Moloney Securities Asset Management
Missouri
– -$203K -460 Closed
SIC
1870
Sigma Investment Counselors
Michigan
– -$202K -458 Closed
GKWIM
1871
Gerber Kawasaki Wealth & Investment Management
California
– -$202K -458 Closed
LI
1872
LVZ Inc
Michigan
– -$201K -456 Closed
LSPW
1873
Lake Street Private Wealth
Illinois
– -$200K -455 Closed
SAI
1874
Systematic Alpha Investments
New Jersey
– -$199K -452 Closed
GWS
1875
Glassman Wealth Services
Virginia
– -$191K -433 Closed
73 74
75
76 77