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S&P Global

2,011 hedge funds and large institutions have $134B invested in S&P Global in 2024 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 709 increasing their positions, 745 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,011
Holders Change
+102
Holders Change %
+5.34%
% of All Funds
26.78%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
253
Increased
709
Reduced
745
Closed
114
Calls
$683M
Puts
$565M
Net Calls
+$118M
Net Calls Change
+$44.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
1876
Creative Financial Designs
Indiana
$35.4K -$34.9K -70 -50%
RMC
1877
Resources Management Corp
Connecticut
$35K
AWM
1878
Abound Wealth Management
Tennessee
$35K +$500 +1 +1%
FPF
1879
First Pacific Financial
Washington
$34.5K -$2K -4 -5%
AAG
1880
Armstrong Advisory Group
Massachusetts
$32.4K -$23.4K -47 -42%
HBW
1881
Hazlett, Burt & Watson
West Virginia
$32K +$18.1K +38 +131%
OLVIG
1882
Oliver Lagore Vanvalin Investment Group
Michigan
$31.4K +$3.99K +8 +15%
S
1883
Sachetta
Massachusetts
$31.4K -$1.49K -3 -5%
LWANC
1884
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.4K
NWMP
1885
Noble Wealth Management PBC
Colorado
$31.4K +$31.4K +63 New
HI
1886
Human Investing
Oregon
$30K +$30K +60 New
PWMG
1887
Private Wealth Management Group
New Jersey
$29.4K
PP
1888
Pacifica Partners
Canada
$27.2K -$2.97K -6 -10%
BCMLT
1889
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K -$5K -10 -16%
AFS
1890
Anderson Financial Strategies
Ohio
$26.9K +$26.9K +54 New
NWM
1891
Nova Wealth Management
Florida
$24.9K +$24.9K +50 New
MDA
1892
Minot DeBlois Advisors
Massachusetts
$24.9K +$24.9K +50 New
MSWM
1893
Mowery & Schoenfeld Wealth Management
Illinois
$23.9K +$23.9K +48 New
CTWM
1894
Cherry Tree Wealth Management
Minnesota
$21.7K
CCMI
1895
Creative Capital Management Investments
California
$21.4K
VWA
1896
Valued Wealth Advisors
Utah
$21.2K -$4.03K -8 -16%
SC
1897
SouthState Corp
Florida
$20.9K +$7.48K +15 +56%
BL
1898
BFSG LLC
California
$20.9K
AS
1899
Altshuler Shaham
Israel
$20.9K
TH
1900
TCTC Holdings
Texas
$20.4K