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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
MML Investors Services
426
MML Investors Services
Massachusetts
$12.3M -$2.05M -4,772 -15%
OPERF
427
Oregon Public Employees Retirement Fund
Oregon
$12.3M +$9.44K +22 +0.1%
CI
428
Capital International
California
$12M +$103K +240 +0.9%
RT
429
Rockland Trust
Massachusetts
$12M +$110K +257 +1%
LCM
430
Logan Capital Management
Pennsylvania
$11.9M -$264K -616 -2%
WP
431
Wedgewood Partners
Missouri
$11.9M -$218K -507 -2%
B
432
Bellecapital
Switzerland
$11.9M -$163K -381 -1%
CTI
433
Community Trust & Investment
Kentucky
$11.7M -$156K -364 -1%
GIBU
434
Gulf International Bank (UK)
United Kingdom
$11.7M -$390K -909 -3%
HFS
435
Haverford Financial Services
Pennsylvania
$11.6M -$48.5K -113 -0.4%
LFM
436
LGT Fund Management
Liechtenstein
$11.4M +$10.6M +24,601 +2,460%
GWM
437
GDS Wealth Management
Texas
$11.4M +$1.21M +2,814 +12%
GT
438
Glenview Trust
Kentucky
$11.4M +$59.6K +139 +0.5%
HCMT
439
Highland Capital Management (Tennessee)
Tennessee
$11.3M +$275K +640 +3%
DILIC
440
Dai-ichi Life Insurance Company
Japan
$11.3M -$5.36M -12,496 -33%
MSU
441
Mizuho Securities USA
New York
$11M +$10.6M +24,682 New
GCA
442
Greenwood Capital Associates
South Carolina
$11M +$10.5M +24,561 New
MSRPS
443
Maryland State Retirement & Pension System
Maryland
$10.9M -$163K -380 -2%
CNAM
444
Campbell Newman Asset Management
Wisconsin
$10.9M -$180K -419 -2%
LA
445
LBP AM
France
$10.9M +$900K +2,098 +9%
CGH
446
Crossmark Global Holdings
Texas
$10.8M -$494K -1,152 -5%
KRS
447
Kentucky Retirement Systems
Kentucky
$10.8M -$119K -278 -1%
Connor, Clark & Lunn Investment Management (CC&L)
448
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.7M -$12.5M -29,093 -55%
CAPTRUST Financial Advisors
449
CAPTRUST Financial Advisors
North Carolina
$10.7M +$517K +1,205 +5%
CWM
450
Calamos Wealth Management
Illinois
$10.7M +$271K +632 +3%

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.