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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
PGFC
426
Peapack-Gladstone Financial Corp
New Jersey
$14.3M +$113K +229 +0.8%
SA
427
Sanctuary Advisors
Indiana
$14.2M +$1.53M +3,093 +13%
CB
428
Commerce Bank
Missouri
$14.2M -$214K -432 -2%
OPERF
429
Oregon Public Employees Retirement Fund
Oregon
$14.2M -$33.7K -68 -0.2%
GWM
430
GDS Wealth Management
Texas
$14.1M +$891K +1,801 +7%
BVDMP
431
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$14M
Squarepoint
432
Squarepoint
New York
$13.8M +$8.94M +18,073 +208%
IP
433
Interval Partners
New York
$13.8M -$6.63M -13,389 -33%
RT
434
Rockland Trust
Massachusetts
$13.8M -$64.8K -131 -0.5%
CTI
435
Community Trust & Investment
Kentucky
$13.5M -$75.2K -152 -0.6%
FVWA
436
Foster Victor Wealth Advisors
South Carolina
$13.4M +$5.58M +11,273 +78%
GT
437
Glenview Trust
Kentucky
$13.3M +$181K +366 +1%
LFM
438
LGT Fund Management
Liechtenstein
$13.2M +$28.2K +57 +0.2%
GIBU
439
Gulf International Bank (UK)
United Kingdom
$13M -$536K -1,083 -4%
ET
440
Equitable Trust
Tennessee
$12.9M -$12M -24,334 -49%
SAM
441
Shell Asset Management
Netherlands
$12.9M +$12.3M +24,911 New
HCMT
442
Highland Capital Management (Tennessee)
Tennessee
$12.8M -$348K -703 -3%
CNAM
443
Campbell Newman Asset Management
Wisconsin
$12.6M -$21.3K -43 -0.2%
CWM
444
Calamos Wealth Management
Illinois
$12.4M +$48.5K +98 +0.4%
WP
445
Wedgewood Partners
Missouri
$12.4M -$130K -262 -1%
HFS
446
Haverford Financial Services
Pennsylvania
$12.4M -$934K -1,888 -7%
BF
447
BOK Financial
Oklahoma
$12.4M +$87.6K +177 +0.7%
WTC
448
WhitTier Trust Company
Nevada
$12.2M +$212K +428 +2%
BBA
449
BLB&B Advisors
Pennsylvania
$12.2M +$50.5K +102 +0.4%
GCA
450
Greenwood Capital Associates
South Carolina
$12.1M -$520K -1,050 -4%

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.