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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
EMPI
401
Elo Mutual Pension Insurance
Finland
$15.7M +$513K +1,036 +4%
Envestnet Portfolio Solutions
402
Envestnet Portfolio Solutions
Illinois
$15.6M +$68.8K +139 +0.5%
TI
403
Tidal Investments
Wisconsin
$15.5M +$6.55M +13,226 +79%
CFB
404
Cullen/Frost Bankers
Texas
$15.5M -$236K -476 -2%
AI
405
Atria Investments
North Carolina
$15.4M -$517K -1,044 -3%
B
406
Bailard
California
$15.4M +$61.9K +125 +0.4%
RHAM
407
Round Hill Asset Management
California
$15.3M -$2.32M -4,696 -14%
SG Americas Securities
408
SG Americas Securities
New York
$15.2M -$6.4M -12,924 -31%
PIM
409
Progressive Investment Management
Oregon
$15.2M -$257K -519 -2%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$15.1M -$1.32M -2,675 -8%
JHA
411
Jackson Hill Advisors
Texas
$15.1M -$371K -750 -3%
FFB
412
First Financial Bankshares
Texas
$15.1M -$30.7K -62 -0.2%
B
413
Bellecapital
Switzerland
$14.9M +$1.07M +2,167 +8%
TAMH
414
Taikang Asset Management (HK)
Hong Kong
$14.9M +$7.15M +14,446 +100%
PAS
415
Professional Advisory Services
Florida
$14.9M -$1.38M -2,798 -9%
CA
416
Claar Advisors
New York
$14.9M
PNAA
417
Pictet North America Advisors
Switzerland
$14.8M +$157K +318 +1%
GC
418
Guggenheim Capital
Illinois
$14.6M -$815K -1,647 -5%
DCM
419
Dupont Capital Management
Delaware
$14.6M
PR
420
Payden & Rygel
California
$14.5M
TCA
421
Transcend Capital Advisors
New Jersey
$14.5M -$43.5K -88 -0.3%
MWM
422
Moran Wealth Management
Florida
$14.5M -$146K -296 -1%
HNB
423
Huntington National Bank
Ohio
$14.4M -$124K -251 -0.9%
P
424
&Partners
Tennessee
$14.4M +$6.62M +13,386 +92%
WorldQuant Millennium Advisors
425
WorldQuant Millennium Advisors
New York
$14.4M -$51.5M -104,132 -79%

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.