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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
N
26
Nuveen
North Carolina
$894M -$32.4M -75,518 -4%
CCM
27
Cantillon Capital Management
New York
$854M -$67.4M -157,193 -8%
Charles Schwab
28
Charles Schwab
California
$852M +$24.1M +56,071 +3%
UE
29
Unisphere Establishment
Liechtenstein
$758M
VFCM
30
Valley Forge Capital Management
Florida
$738M
Capital Research Global Investors
31
Capital Research Global Investors
California
$716M +$436M +1,016,223 +173%
JP Morgan Chase
32
JP Morgan Chase
New York
$712M -$266M -619,930 -28%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$699M +$39.3M +91,508 +6%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$674M +$22.4M +52,153 +4%
UBS Group
35
UBS Group
Switzerland
$653M +$65.1M +151,737 +12%
ClearBridge Investments
36
ClearBridge Investments
New York
$652M +$8.85M +20,624 +1%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$623M +$24.5M +57,159 +4%
Ninety One (UK)
38
Ninety One (UK)
United Kingdom
$608M +$3.88M +9,053 +0.7%
RCWMU
39
Rothschild & Co Wealth Management (UK)
United Kingdom
$577M -$33.6M -78,391 -6%
Franklin Resources
40
Franklin Resources
California
$556M +$1.74M +4,050 +0.3%
LP
41
Longview Partners
Guernsey
$551M -$70.4M -164,020 -12%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$543M -$2.21M -5,143 -0.4%
Capital World Investors
43
Capital World Investors
California
$523M -$311M -725,496 -38%
Newport Trust Company
44
Newport Trust Company
District of Columbia
$513M -$11.3M -26,325 -2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$478M +$14.1M +32,845 +3%
Millennium Management
46
Millennium Management
New York
$463M -$36.5M -85,045 -8%
Citadel Advisors
47
Citadel Advisors
Florida
$460M -$209M -486,590 -32%
American Century Companies
48
American Century Companies
Missouri
$458M -$55.9M -130,243 -11%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$457M +$24M +55,900 +6%
Baillie Gifford & Co
50
Baillie Gifford & Co
United Kingdom
$450M -$7.61M -17,740 -2%

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.