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S&P Global

1,927 hedge funds and large institutions have $140B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 708 increasing their positions, 750 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 82

15% more capital invested

Capital invested by funds: $121B → $140B (+$18.6B)

6% more funds holding in top 10

Funds holding in top 10: 6367 (+4)

5% more funds holding

Funds holding: 1,8341,927 (+93)

10% more call options, than puts

Call options by funds: $847M | Put options by funds: $773M

0.21% less ownership

Funds ownership: 86.91%86.69% (-0.21%)

6% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 750

Holders
1,927
Holders Change
+93
Holders Change %
+5.07%
% of All Funds
27.67%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.96%
New
195
Increased
708
Reduced
750
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$57.8M -$1.17M -2,363 -2%
DADC
227
D.A. Davidson & Co
Montana
$57.7M -$282K -570 -0.5%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$57.3M +$1.76M +3,563 +3%
EWA
229
EP Wealth Advisors
California
$56.7M +$1.92M +3,877 +4%
Rafferty Asset Management
230
Rafferty Asset Management
New York
$56.1M -$1.99M -4,025 -4%
HCM
231
Howland Capital Management
Massachusetts
$54.7M -$629K -1,271 -1%
CF
232
Cypress Funds
California
$54.6M
Marshall Wace
233
Marshall Wace
United Kingdom
$54M -$141M -284,688 -73%
CRC
234
Curi RMB Capital
Illinois
$53.7M -$507K -1,024 -1%
Comerica Bank
235
Comerica Bank
Texas
$53.3M +$251K +508 +0.5%
RAM
236
Resona Asset Management
Japan
$53.3M -$420K -849 -0.8%
Bank of Nova Scotia
237
Bank of Nova Scotia
Ontario, Canada
$53M -$6.01M -12,150 -11%
VF
238
Vest Financial
Virginia
$52.8M -$2.64M -5,344 -5%
NB
239
Norinchukin Bank
Japan
$52.6M -$728K -1,472 -1%
CGPCS
240
Capital Group Private Client Services
California
$52.1M -$1.15M -2,324 -2%
BHIA
241
Birch Hill Investment Advisors
Massachusetts
$52M +$109K +220 +0.2%
Two Sigma Investments
242
Two Sigma Investments
New York
$51.7M -$110M -222,656 -69%
Calamos Advisors
243
Calamos Advisors
Illinois
$50.8M -$462K -933 -0.9%
CP
244
Cumberland Partners
Ontario, Canada
$50.7M -$405K -819 -0.8%
ICP
245
Ironvine Capital Partners
Nebraska
$50.3M -$1.86M -3,751 -4%
Walleye Capital
246
Walleye Capital
New York
$50M +$19.8M +39,927 +70%
TAF
247
Tredje AP-fonden
Sweden
$50M -$965K -1,950 -2%
ACM
248
Alta Capital Management
Utah
$49.8M +$467K +944 +1%
RFC
249
Regions Financial Corp
Alabama
$49.7M +$6.02M +12,162 +14%
Truist Financial
250
Truist Financial
North Carolina
$49.2M -$33.3M -67,198 -41%

SPGI Hedge Fund Activity: Q3 2024 in Review

1,927 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2024, worth a combined $140B — up 15% from $121B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new SPGI positions and 82 closed out — a net gain of 113 holders — while 708 added to existing stakes and 750 trimmed.

The largest buyer was Citigroup, adding an estimated $588M. The largest seller was Citadel Advisors, cutting an estimated $419M.

  • 1,927 institutional investors held S&P Global (SPGI) as of Q3 2024, up from 1,834 in Q2 2024.
  • Funds reported $140B of S&P Global stock for Q3 2024, up 15% quarter-over-quarter.
  • 195 funds opened new S&P Global positions in Q3 2024 and 82 closed out, a net change of +113 holders.
  • The largest S&P Global buyer in Q3 2024 was Citigroup, an estimated $588M added.
  • The largest S&P Global seller in Q3 2024 was Citadel Advisors, an estimated $419M sold.

Based on aggregated 13F filings for Q3 2024.