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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
LCM
276
Lionstone Capital Management
New York
$37.5M
RFC
277
Regions Financial Corp
Alabama
$37.5M -$707K -1,647 -2%
NP
278
NS Partners
United Kingdom
$37.4M -$173K -404 -0.5%
BFS
279
Bradley Foster & Sargent
Connecticut
$37.4M +$3.12M +7,270 +10%
Susquehanna International Group
280
Susquehanna International Group
Pennsylvania
$37.3M -$13.3M -30,959 -27%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$36M +$413K +962 +1%
YL
282
YCG LLC
Texas
$35.6M +$129K +301 +0.4%
CAG
283
Crestwood Advisors Group
Massachusetts
$35.3M +$558K +1,300 +2%
Teacher Retirement System of Texas
284
Teacher Retirement System of Texas
Texas
$34.7M +$635K +1,479 +2%
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.9M +$6.51M +15,185 +25%
DP
286
Dearborn Partners
Illinois
$33.4M -$163K -379 -0.5%
GT
287
Greenleaf Trust
Michigan
$32.8M +$5.5M +12,828 +21%
1832 Asset Management
288
1832 Asset Management
Ontario, Canada
$32.6M -$3.54M -8,258 -10%
DZ Bank
289
DZ Bank
Germany
$32.6M -$23.8M -55,545 -43%
IGAM
290
iA Global Asset Management
Quebec, Canada
$32.5M +$777K +1,810 +3%
Retirement Systems of Alabama
291
Retirement Systems of Alabama
Alabama
$31.5M -$131K -305 -0.4%
COPPSERS
292
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$31.4M -$96.5K -225 -0.3%
TCM
293
Tybourne Capital Management
Hong Kong
$30.9M -$1.33M -3,100 -4%
EAM
294
Erste Asset Management
Austria
$30.9M -$9.49M -22,130 -24%
FAF
295
Första AP-fonden
Sweden
$30.8M -$2.32M -5,400 -7%
Mariner
296
Mariner
Kansas
$30.7M +$4.26M +9,937 +17%
WIM
297
Weitz Investment Management
Nebraska
$30.7M
PNC
298
Park National Corp
Ohio
$29.6M +$3.42M +7,983 +14%
GIA
299
Gateway Investment Advisers
Ohio
$29.4M -$3.24M -7,546 -10%
PCH
300
Polar Capital Holdings
United Kingdom
$29.4M +$3.1M +7,216 +12%

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.