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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
NMIFOAC
326
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$23.5M
BFO
327
Boston Family Office
Massachusetts
$23.3M +$393K +917 +2%
URS
328
Utah Retirement Systems
Utah
$23M -$1.46M -3,400 -6%
RC
329
RBF Capital
California
$22.3M
PAI
330
Pittenger & Anderson Inc
Nebraska
$22.3M +$25.3K +59 +0.1%
Commonwealth Equity Services
331
Commonwealth Equity Services
Massachusetts
$22.3M +$649K +1,512 +3%
ET
332
Equitable Trust
Tennessee
$22M -$1.95M -4,538 -8%
GIP
333
Granite Investment Partners
California
$22M -$341K -795 -2%
NYLIM
334
New York Life Investment Management
New York
$21.8M +$94K +219 +0.5%
LIC
335
Laurus Investment Counsel
Canada
$21.3M
BP
336
BNP Paribas
France
$20.9M +$1.25M +2,916 +7%
SMDAM
337
Sumitomo Mitsui DS Asset Management
Japan
$20.9M +$490K +1,141 +3%
BPCE
338
Bank Pictet & Cie (Europe)
Germany
$20.8M
OC
339
Oakmont Corp
California
$20.7M +$5.8M +13,530 +41%
BCI
340
Brinker Capital Investments
Pennsylvania
$20.6M -$1.27M -2,958 -6%
OPS
341
Orion Portfolio Solutions
Nebraska
$20.6M -$1.27M -2,958 -6%
WT
342
Washington Trust
Rhode Island
$20.6M -$638K -1,487 -3%
EI
343
Ethic Inc
New York
$20.5M +$830K +1,934 +4%
Luther King Capital Management (LKCM)
344
Luther King Capital Management (LKCM)
Texas
$20.5M +$2.16M +5,045 +12%
PFPT
345
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.5M -$2.39M -5,578 -11%
Creative Planning
346
Creative Planning
Kansas
$20.4M +$1.33M +3,092 +7%
X
347
Xponance
Pennsylvania
$20.2M -$1.3M -3,038 -6%
CCM
348
Corsair Capital Management
New York
$20.2M -$8.57M -19,965 -98%
FMI
349
Factory Mutual Insurance
Massachusetts
$20M -$300K -700 -2%
Public Employees Retirement Association of Colorado
350
Public Employees Retirement Association of Colorado
Colorado
$19.9M -$774K -1,803 -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.