We are live on ! Find out more
SPGI icon

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
TGCMU
326
Titan Global Capital Management USA
New York
$26.8M -$808K -1,632 -3%
OCAM
327
Onex Canada Asset Management
Ontario, Canada
$26.8M -$2.28M -4,608 -8%
URS
328
Utah Retirement Systems
Utah
$26.7M +$83.1K +168 +0.3%
TC
329
TwinBeech Capital
New York
$26.7M +$25.6M +51,651 New
Creative Planning
330
Creative Planning
Kansas
$26.6M +$2.93M +5,913 +13%
BA
331
Bridgewater Associates
Connecticut
$26.6M -$20.3M -40,964 -44%
GIP
332
Granite Investment Partners
California
$26.4M +$941K +1,902 +4%
Commonwealth Equity Services
333
Commonwealth Equity Services
Massachusetts
$26.1M +$332K +670 +1%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$26M +$3.14M +6,353 +15%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$25.9M +$1.71M +3,452 +7%
PAI
336
Pittenger & Anderson Inc
Nebraska
$25.8M +$33.7K +68 +0.1%
RC
337
RBF Capital
California
$25.8M
CII
338
Capital International Inc
California
$25.3M +$5.95M +12,019 +32%
EB
339
Eastern Bank
Massachusetts
$25.1M +$8.1M +16,375 +51%
Luther King Capital Management (LKCM)
340
Luther King Capital Management (LKCM)
Texas
$24.9M +$1.12M +2,269 +5%
Mirae Asset Global Investments
341
Mirae Asset Global Investments
South Korea
$24.8M +$9.27M +18,729 +63%
PFPT
342
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.6M +$894K +1,806 +4%
TRSOTSOK
343
Teachers Retirement System of the State of Kentucky
Kentucky
$24.6M -$5.21M -10,528 -18%
NYLIM
344
New York Life Investment Management
New York
$24.5M -$669K -1,352 -3%
LIC
345
Laurus Investment Counsel
Canada
$24.4M
N
346
Natixis
France
$24.1M +$23M +46,574 New
BP
347
BNP Paribas
France
$23.8M -$273K -552 -1%
X
348
Xponance
Pennsylvania
$23.8M +$409K +826 +2%
Thrivent Financial for Lutherans
349
Thrivent Financial for Lutherans
Minnesota
$23.4M +$15.2M +30,679 +209%
BAMCO Inc
350
BAMCO Inc
New York
$23.4M +$609K +1,230 +3%

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.