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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
GI
451
GAMCO Investors
Connecticut
$10.7M -$454K -1,059 -4%
MYLI
452
Meiji Yasuda Life Insurance
Japan
$10.7M +$898K +2,093 +10%
BF
453
BOK Financial
Oklahoma
$10.7M -$1.77M -4,116 -15%
HFS
454
Hantz Financial Services
Michigan
$10.6M -$420K -980 -4%
CBT
455
Central Bank & Trust
Kentucky
$10.5M -$45.5K -106 -0.4%
AAS
456
Avantax Advisory Services
Texas
$10.5M +$6.26M +14,590 +163%
BBA
457
BLB&B Advisors
Pennsylvania
$10.5M +$211K +492 +2%
AC
458
AMS Capital
Brazil
$10.4M
MC
459
Middleton & Co
Massachusetts
$10.4M -$336K -784 -3%
WTC
460
WhitTier Trust Company
Nevada
$10.3M +$130K +302 +1%
SA
461
Sanctuary Advisors
Indiana
$10.2M +$10.5M +24,505 New
GP
462
Girard Partners
Pennsylvania
$10.2M -$9.01K -21 -0.1%
MPM
463
MBB Public Markets
Illinois
$10.1M +$9.3M +21,675 +2,039%
PWC
464
PYA Waltman Capital
Tennessee
$10.1M +$67.8K +158 +0.7%
AAM
465
Advisors Asset Management
Colorado
$10M +$497K +1,159 +5%
SIA
466
Sit Investment Associates
Minnesota
$10M +$25.7K +60 +0.3%
BSW
467
Buckingham Strategic Wealth
Missouri
$10M -$1.1M -2,561 -10%
SA
468
SpiderRock Advisors
Delaware
$9.96M -$1.56M -3,645 -14%
CLGM
469
Capitolis Liquid Global Markets
New York
$9.86M
KWM
470
Kingsview Wealth Management
Oregon
$9.85M -$80.7K -188 -0.8%
M
471
MOTCO
Texas
$9.82M +$227K +530 +2%
PM
472
Phraction Management
Connecticut
$9.77M +$3.43K +8 +0%
FC
473
Fulcrum Capital
Washington
$9.65M +$187K +435 +2%
MCM
474
Mattern Capital Management
Colorado
$9.62M -$42.5K -99 -0.5%
MCM
475
Marsico Capital Management
Colorado
$9.59M -$47.5M -110,725 -84%

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.