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S&P Global

1,834 hedge funds and large institutions have $121B invested in S&P Global in 2024 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 738 increasing their positions, 652 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $658M | Put options by funds: $416M

26% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 120

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 652

13% more funds holding in top 10

Funds holding in top 10: 5663 (+7)

6% more capital invested

Capital invested by funds: $115B → $121B (+$6.47B)

0.85% more ownership

Funds ownership: 86.06%86.91% (+0.85%)

0% more funds holding

Funds holding: 1,8291,834 (+5)

Holders
1,834
Holders Change
+5
Holders Change %
+0.27%
% of All Funds
26.49%
Holding in Top 10
63
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.5%
% of All Funds
0.91%
New
151
Increased
738
Reduced
652
Closed
120
Calls
$658M
Puts
$416M
Net Calls
+$242M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
226
Clark Capital Management Group
Pennsylvania
$55.1M -$472K -1,101 -0.9%
GLA
227
Great Lakes Advisors
Illinois
$54.4M -$963K -2,245 -2%
BCWM
228
Bartlett & Co Wealth Management
Ohio
$53.9M -$571K -1,331 -1%
CS
229
Candriam SCA
Luxembourg
$53.7M -$6.37M -14,841 -11%
State of New Jersey Common Pension Fund D
230
State of New Jersey Common Pension Fund D
New Jersey
$53.2M -$28.4M -66,140 -36%
VDI
231
Vaughan David Investments
Illinois
$52.6M -$24K -56 -0%
BCM
232
Bowie Capital Management
Texas
$51.4M +$8.57M +19,968 +21%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$51.3M -$1.6M -3,721 -3%
VOYA Investment Management
234
VOYA Investment Management
Georgia
$51.2M -$3.1M -7,234 -6%
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$51.1M -$25.1M -58,550 -34%
UCFA
236
United Capital Financial Advisors
Texas
$50.9M -$6.23M -14,523 -11%
Rafferty Asset Management
237
Rafferty Asset Management
New York
$50.2M -$190K -442 -0.4%
DADC
238
D.A. Davidson & Co
Montana
$50.1M +$408K +950 +0.9%
SWM
239
Segment Wealth Management
Texas
$48.8M -$179K -417 -0.4%
VF
240
Vest Financial
Virginia
$48M +$10.4M +24,145 +29%
CIBC World Market
241
CIBC World Market
Ontario, Canada
$47.9M +$24.4M +56,951 +113%
HCM
242
Howland Capital Management
Massachusetts
$47.8M +$149K +347 +0.3%
HWCM
243
Hudson Way Capital Management
Texas
$47.4M +$8.6M +20,055 +23%
EWA
244
EP Wealth Advisors
California
$47.2M +$1.64M +3,833 +4%
CF
245
Cypress Funds
California
$47.1M -$20M -46,579 -31%
CRC
246
Curi RMB Capital
Illinois
$46.8M -$506K -1,179 -1%
RAM
247
Resona Asset Management
Japan
$46.5M -$2.31M -5,385 -5%
NB
248
Norinchukin Bank
Japan
$46.1M +$988K +2,303 +2%
CGPCS
249
Capital Group Private Client Services
California
$46M -$446K -1,040 -1%
Comerica Bank
250
Comerica Bank
Texas
$45.8M +$10.3K +24 +0%

SPGI Hedge Fund Activity: Q2 2024 in Review

1,834 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2024, worth a combined $121B — up 5.6% from $115B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new SPGI positions and 120 closed out — a net gain of 31 holders — while 738 added to existing stakes and 652 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $674M. The largest seller was Capital World Investors, cutting an estimated $311M.

  • 1,834 institutional investors held S&P Global (SPGI) as of Q2 2024, up from 1,829 in Q1 2024.
  • Funds reported $121B of S&P Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 151 funds opened new S&P Global positions in Q2 2024 and 120 closed out, a net change of +31 holders.
  • The largest S&P Global buyer in Q2 2024 was Wellington Management Group, an estimated $674M added.
  • The largest S&P Global seller in Q2 2024 was Capital World Investors, an estimated $311M sold.

Based on aggregated 13F filings for Q2 2024.