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S&P Global
SPGI

Overview Fund Activity

1,815 hedge funds and large institutions have $121B invested in S&P Global in 2024 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 730 increasing their positions, 647 reducing their positions, and 119 closing their positions.

Holders
1,815
Holders Change
+4
Holders Change %
+0.22%
% of All Funds
26.4%
Holding in Top 10
63
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.5%
% of All Funds
0.92%
New
150
Increased
730
Reduced
647
Closed
119
Calls
$658M
Puts
$416M
Net Calls
+$242M
Net Calls Change
-$157M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.82B
2
BlackRock
2
BlackRock
New York
$11.5B
3
TCI Fund Management
3
TCI Fund Management
United Kingdom
$4.64B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$716M
5
Swedbank
5
Swedbank
Sweden
$348M

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$20.2M
2
Capital World Investors
2
Capital World Investors
California
$523M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$79.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$712M
5
Citadel Advisors
5
Citadel Advisors
Florida
$460M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
1901
ASB Consultores
Florida
– – -646 Closed
NAMP
1902
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– – -633 Closed
JWCA
1903
J.W. Cole Advisors
Florida
– – -619 Closed
PI
1904
PineBridge Investments
New York
– – -574 Closed
AGM
1905
Alpine Global Management
New York
– – -553 Closed
CP
1906
Coho Partners
Pennsylvania
– – -549 Closed
BCM
1907
BlueCrest Capital Management
Jersey
– – -510 Closed
WFAG
1908
Worth Financial Advisory Group
North Carolina
– – -508 Closed
WWM
1909
Whalen Wealth Management
Nevada
– – -504 Closed
MBT
1910
Montecito Bank & Trust
California
– – -498 Closed
CCA
1911
Cottonwood Capital Advisors
Utah
– – -495 Closed
DWA
1912
Delap Wealth Advisory
Oregon
– – -483 Closed
OMC
1913
Old Mission Capital
Illinois
– – -479 Closed
NCTC
1914
New Covenant Trust Company
Indiana
– – -419 Closed
AAG
1915
Accordant Advisory Group
Maryland
– – -304 Closed
HFM
1916
Harvest Fund Management
China
– – -243 Closed
RA
1917
Rational Advisors
New York
– – -196 Closed
FFWA
1918
FRG Family Wealth Advisors
Washington
– – -148 Closed
QL
1919
Quarry LP
New York
– – -136 Closed
ACA
1920
Atlas Capital Advisors
Wyoming
– – -122 Closed
PAM
1921
Palisade Asset Management
Minnesota
– – -88 Closed
SG
1922
Sienna Gestion
France
– – -64 Closed
NIC
1923
Northwest Investment Counselors
Oregon
– – -53 Closed
SC
1924
Steph & Co
Wisconsin
– – -36 Closed
TFA
1925
Toth Financial Advisory
Virginia
– – -30 Closed
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