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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 %
RFA
1876
Resurgent Financial Advisors
Georgia
– -$140K -317 Closed
KLWA
1877
Kelly Lawrence W & Associates
California
– -$125K -283 Closed
TCWA
1878
Turtle Creek Wealth Advisors
Texas
– -$124K -282 Closed
A
1879
AJOVista
Massachusetts
– -$108K -246 Closed
FWM
1880
Focused Wealth Management
New York
– -$89.4K -203 Closed
MIP
1881
Mondrian Investment Partners
United Kingdom
– -$63.4K -144 Closed
BWM
1882
BKM Wealth Management
Wisconsin
– -$63K -143 Closed
TWM
1883
Tradition Wealth Management
Minnesota
– -$59K -133 Closed
NMG
1884
New Millennium Group
Utah
– -$45.8K -104 Closed
GG
1885
Greenwood Gearhart
Arkansas
– -$42.3K -96 Closed
EC
1886
EdgeRock Capital
Colorado
– -$43.1K -95 Closed
LFASL
1887
Lugano Financial Advisors SA (LFA)
Switzerland
– -$33K -75 Closed
WTG
1888
West Tower Group
Virginia
– -$27.8K -63 Closed
PCOC
1889
Power Corp of Canada
Canada
– -$22.9K -52 Closed
WIM
1890
Westside Investment Management
California
– -$22.5K -51 Closed
LIWM
1891
Long Island Wealth Management
New York
– -$22K -49 Closed
NFA
1892
Northwest Financial Advisors
Virginia
– -$17.4K -40 Closed
AWM
1893
Able Wealth Management
New Jersey
– -$17.6K -40 Closed
CIA
1894
Cape Investment Advisory
Georgia
– -$17.2K -39 Closed
TSW
1895
Thompson Siegel & Walmsley
Virginia
– -$11K -25 Closed
TVAMP
1896
Tennessee Valley Asset Management Partners
Tennessee
– -$9.53K -22 Closed
POIA
1897
Pin Oak Investment Advisors
Texas
– -$7K -16 Closed
FBC
1898
Fairfield, Bush & Co
Connecticut
– -$6.61K -15 Closed
AIMA
1899
Ables Iannone Moore & Associates
Georgia
– -$6.17K -14 Closed
RIM
1900
Rockbridge Investment Management
New York
– -$4.41K -10 Closed
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