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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
Jones Financial Companies
451
Jones Financial Companies
Missouri
$12.1M +$3.68M +7,436 +46%
SH
452
SeaTown Holdings
Singapore
$12.1M +$3.59M +7,256 +45%
HFS
453
Hantz Financial Services
Michigan
$12.1M -$251K -507 -2%
GI
454
GAMCO Investors
Connecticut
$12.1M -$313K -633 -3%
First Trust Advisors
455
First Trust Advisors
Illinois
$12.1M +$2.09M +4,223 +22%
LCM
456
Logan Capital Management
Pennsylvania
$12M -$1.77M -3,581 -13%
DILIC
457
Dai-ichi Life Insurance Company
Japan
$11.9M -$1.07M -2,153 -9%
ACM
458
Aquatic Capital Management
Illinois
$11.9M +$10.8M +21,760 +1,700%
MC
459
Middleton & Co
Massachusetts
$11.9M -$125K -253 -1%
SA
460
SpiderRock Advisors
Delaware
$11.7M +$194K +391 +2%
PWC
461
PYA Waltman Capital
Tennessee
$11.7M +$84.6K +171 +0.8%
QIM
462
Quest Investment Management
Oregon
$11.6M +$1.86M +3,766 +20%
KRS
463
Kentucky Retirement Systems
Kentucky
$11.5M -$898K -1,815 -8%
SLI
464
Sumitomo Life Insurance
Japan
$11.5M +$958K +1,936 +10%
BBA
465
Baader Bank Aktiengesellschaft
Germany
$11.4M +$766K +1,548 +8%
QCM
466
QRG Capital Management
Illinois
$11.4M +$777K +1,570 +8%
GIA
467
Gateway Investment Advisers
Ohio
$11.4M -$21.7M -43,889 -67%
CLGM
468
Capitolis Liquid Global Markets
New York
$11.4M
CBT
469
Central Bank & Trust
Kentucky
$11.4M -$752K -1,520 -6%
LI
470
LMCG Investments
Massachusetts
$11.4M +$1.05M +2,130 +11%
TPM
471
Totem Point Management
New York
$11.4M +$670K +1,353 +7%
PM
472
Phraction Management
Connecticut
$11.3M
AC
473
AMS Capital
Brazil
$11.3M -$773K -1,562 -7%
CAPTRUST Financial Advisors
474
CAPTRUST Financial Advisors
North Carolina
$11.2M -$1.14M -2,298 -10%
CJL
475
Cyrus J. Lawrence
New York
$11.2M +$94.5K +191 +0.9%

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.