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
SSWM
376
Smith Salley Wealth Management
North Carolina
$19M +$429K +867 +2%
MML Investors Services
377
MML Investors Services
Massachusetts
$18.8M +$4.4M +8,896 +32%
AM
378
AGF Management
Ontario, Canada
$18.8M +$927K +1,873 +5%
Balyasny Asset Management
379
Balyasny Asset Management
Illinois
$18.7M +$16.3M +32,920 +980%
EI
380
Ethic Inc
New York
$18.7M -$957K -1,934 -4%
TCM
381
Tybourne Capital Management
Hong Kong
$18.3M -$16.7M -33,800 -49%
Acadian Asset Management
382
Acadian Asset Management
Massachusetts
$18.3M -$4.13M -8,351 -19%
VPIM
383
Vanguard Personalized Indexing Management
California
$18M +$2.8M +5,665 +19%
AQR Capital Management
384
AQR Capital Management
Connecticut
$18M +$1.65M +3,333 +10%
ADEF
385
Adams Diversified Equity Fund
Maryland
$17.9M +$17.2M +34,700 New
SPIA
386
Steward Partners Investment Advisory
New York
$17.6M +$287K +579 +2%
MC
387
Montag & Caldwell
Georgia
$17.3M -$802K -1,620 -5%
FT
388
Fiduciary Trust
Massachusetts
$17.1M +$166K +336 +1%
UF
389
Univest Financial
Pennsylvania
$17M +$11.3M +22,868 +226%
MIF
390
Mediolanum International Funds
Ireland
$16.9M -$28.6M -57,830 -64%
GT
391
Glenmede Trust
Pennsylvania
$16.8M -$650K -1,314 -4%
TWC
392
TD Waterhouse Canada
Ontario, Canada
$16.8M +$1.86M +3,752 +13%
TIAA Trust, National Association
393
TIAA Trust, National Association
North Carolina
$16.6M +$1.17M +2,361 +8%
Pacer Advisors
394
Pacer Advisors
Pennsylvania
$16.4M +$2.06M +4,160 +15%
Wealthfront Advisers
395
Wealthfront Advisers
California
$16.4M +$944K +1,908 +6%
MYAM
396
Meiji Yasuda Asset Management
Japan
$16.3M -$3.13M -6,326 -17%
CIA
397
Covington Investment Advisors
Pennsylvania
$16.2M +$77.2K +156 +0.5%
DSAM
398
Dock Street Asset Management
Florida
$16.1M -$583K -1,179 -4%
PP
399
Prudential plc
United Kingdom
$16M -$1.36M -2,744 -8%
CSS
400
Cubist Systematic Strategies
Connecticut
$15.8M +$15.1M +30,561 New

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.