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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
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$16.9M +$1.5M +3,503 +10%
CII
377
Capital International Inc
California
$16.5M -$505K -1,176 -3%
APG Asset Management
378
APG Asset Management
Netherlands
$16.3M +$11.6M +27,000 +221%
SSWM
379
Smith Salley Wealth Management
North Carolina
$16M +$842K +1,963 +6%
Renaissance Technologies
380
Renaissance Technologies
New York
$15.9M -$36.7M -85,600 -71%
BS
381
Banco Santander
Spain
$15.8M +$8.86M +20,651 +141%
MC
382
Montag & Caldwell
Georgia
$15.7M -$769K -1,792 -5%
SOADOR
383
State of Alaska Department of Revenue
Alaska
$15.5M -$21.5K -50 -0.1%
AM
384
AGF Management
Ontario, Canada
$15.4M +$295K +687 +2%
RHAM
385
Round Hill Asset Management
California
$15.3M -$297K -693 -2%
GT
386
Glenmede Trust
Pennsylvania
$15.1M +$7.5M +17,485 +107%
PP
387
Prudential plc
United Kingdom
$15.1M +$755K +1,760 +5%
SPIA
388
Steward Partners Investment Advisory
New York
$15M +$320K +746 +2%
FT
389
Fiduciary Trust
Massachusetts
$14.6M +$1.38M +3,209 +11%
DSAM
390
Dock Street Asset Management
Florida
$14.5M -$463K -1,079 -3%
JF
391
Jump Financial
Illinois
$14.4M +$4.49M +10,469 +48%
EB
392
Eastern Bank
Massachusetts
$14.4M +$170K +396 +1%
OIAM
393
OFI Invest Asset Management
France
$14.4M +$5.22M +12,167 +54%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$14.2M -$360K -838 -3%
AQR Capital Management
395
AQR Capital Management
Connecticut
$14.1M +$3.57M +8,315 +35%
PAS
396
Professional Advisory Services
Florida
$14.1M +$33.9K +79 +0.3%
CIA
397
Covington Investment Advisors
Pennsylvania
$14M -$108K -252 -0.8%
AI
398
Atria Investments
North Carolina
$13.8M +$295K +688 +2%
CFB
399
Cullen/Frost Bankers
Texas
$13.6M +$5.57M +12,979 +74%
Envestnet Portfolio Solutions
400
Envestnet Portfolio Solutions
Illinois
$13.4M +$603K +1,405 +5%

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.