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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
JHA
401
Jackson Hill Advisors
Texas
$13.4M
GC
402
Guggenheim Capital
Illinois
$13.4M -$2.89M -6,730 -18%
PIM
403
Progressive Investment Management
Oregon
$13.3M -$209K -488 -2%
Mirae Asset Global Investments
404
Mirae Asset Global Investments
South Korea
$13.3M -$19.8M -46,036 -61%
Wealthfront Advisers
405
Wealthfront Advisers
California
$13.3M -$393K -917 -3%
TIAA Trust, National Association
406
TIAA Trust, National Association
North Carolina
$13.2M -$17.2M -40,186 -58%
B
407
Bailard
California
$13.2M -$6.01K -14 -0%
EMPI
408
Elo Mutual Pension Insurance
Finland
$13.1M -$93.5K -218 -0.7%
VPIM
409
Vanguard Personalized Indexing Management
California
$13M +$837K +1,951 +7%
FFB
410
First Financial Bankshares
Texas
$13M -$102K -237 -0.8%
TWC
411
TD Waterhouse Canada
Ontario, Canada
$13M +$996K +2,321 +9%
CA
412
Claar Advisors
New York
$12.8M
Nomura Holdings
413
Nomura Holdings
Japan
$12.7M -$1.79M -4,176 -13%
EDRH
414
Edmond de Rothschild Holding
Switzerland
$12.7M +$823K +1,919 +7%
PNAA
415
Pictet North America Advisors
Switzerland
$12.7M +$432K +1,007 +4%
MWM
416
Moran Wealth Management
Florida
$12.6M +$345K +803 +3%
DCM
417
Dupont Capital Management
Delaware
$12.6M
BVDMP
418
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$12.6M
HNB
419
Huntington National Bank
Ohio
$12.6M -$792K -1,847 -6%
TCA
420
Transcend Capital Advisors
New Jersey
$12.6M +$920K +2,144 +8%
PR
421
Payden & Rygel
California
$12.5M -$10.3M -24,090 -46%
PRIG
422
Payden & Rygel Investment Group
California
$12.5M -$10.3M -24,090 -46%
CB
423
Commerce Bank
Missouri
$12.4M -$750K -1,748 -6%
Pacer Advisors
424
Pacer Advisors
Pennsylvania
$12.3M +$2.44M +5,677 +26%
PGFC
425
Peapack-Gladstone Financial Corp
New Jersey
$12.3M -$117K -273 -1%

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.