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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
SCP
251
Sandhill Capital Partners
New York
$45.7M -$425K -991 -1%
ICP
252
Ironvine Capital Partners
Nebraska
$45.1M -$47.2K -110 -0.1%
BHIA
253
Birch Hill Investment Advisors
Massachusetts
$44.8M +$2.63M +6,126 +6%
QP
254
Quilter Plc
United Kingdom
$44.4M +$3.11M +7,257 +8%
Calamos Advisors
255
Calamos Advisors
Illinois
$44.3M -$671K -1,565 -2%
CP
256
Cumberland Partners
Ontario, Canada
$44.1M -$843K -1,965 -2%
ZIG
257
Zurich Insurance Group
Switzerland
$44.1M +$26.8M +62,360 +170%
TAF
258
Tredje AP-fonden
Sweden
$44M +$2.39M +5,569 +6%
ACM
259
Alta Capital Management
Utah
$42.6M -$3.4M -7,930 -8%
NSLI
260
Nan Shan Life Insurance
Taiwan
$42M +$5.23M +12,201 +15%
Axa
261
Axa
France
$41.4M +$543K +1,265 +1%
ASRS
262
Arizona State Retirement System
Arizona
$41.4M -$57.1K -133 -0.1%
CF
263
Corebridge Financial
Texas
$41.3M +$39.8M +92,685 New
BA
264
Bridgewater Associates
Connecticut
$41.3M +$4.24M +9,888 +12%
GA
265
GuoLine Advisory
Singapore
$40.8M
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$39.9M +$131K +306 +0.3%
AAP
267
Aristotle Atlantic Partners
Florida
$39.3M -$94.8K -221 -0.3%
SOMRS
268
State of Michigan Retirement System
Michigan
$39.1M -$172K -400 -0.5%
VMPIC
269
Varma Mutual Pension Insurance Co
Finland
$38.1M -$1.71M -3,993 -4%
MIF
270
Mediolanum International Funds
Ireland
$38.1M -$211K -492 -0.5%
MIM
271
MetLife Investment Management
New Jersey
$38M +$3.87M +9,022 +12%
AAM
272
Aureus Asset Management
Massachusetts
$38M -$739K -1,723 -2%
O
273
Ossiam
France
$37.7M +$17.7M +41,215 +95%
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$37.5M -$1.76M -4,093 -5%
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$37.5M +$152K +355 +0.4%

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.