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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
SGA
26
Sustainable Growth Advisers
Connecticut
$990M -$102M -205,163 -10%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$968M -$70.4M -142,319 -7%
CCM
28
Cantillon Capital Management
New York
$960M -$27.4M -55,405 -3%
JP Morgan Chase
29
JP Morgan Chase
New York
$930M +$100M +202,860 +13%
VFCM
30
Valley Forge Capital Management
Florida
$881M +$24.9M +50,337 +3%
UE
31
Unisphere Establishment
Liechtenstein
$878M
Capital Research Global Investors
32
Capital Research Global Investors
California
$838M +$8.33M +16,836 +1%
Citigroup
33
Citigroup
New York
$826M +$588M +1,187,250 +288%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$805M -$4.72M -9,531 -0.6%
UBS Group
35
UBS Group
Switzerland
$793M +$35M +70,694 +5%
Fayez Sarofim & Co
36
Fayez Sarofim & Co
Texas
$789M +$8.5M +17,177 +1%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$753M +$30.4M +61,423 +4%
ClearBridge Investments
38
ClearBridge Investments
New York
$748M -$6.25M -12,629 -0.9%
Ninety One (UK)
39
Ninety One (UK)
United Kingdom
$719M +$14.4M +29,044 +2%
Franklin Resources
40
Franklin Resources
California
$652M -$4.87M -9,836 -0.8%
RCWMU
41
Rothschild & Co Wealth Management (UK)
United Kingdom
$651M -$16.6M -33,480 -3%
Deutsche Bank
42
Deutsche Bank
Germany
$649M +$169M +341,886 +37%
LP
43
Longview Partners
Guernsey
$642M +$3.66M +7,386 +0.6%
Capital World Investors
44
Capital World Investors
California
$606M -$32.2K -65 -0%
Newport Trust Company
45
Newport Trust Company
District of Columbia
$580M -$13.6M -27,528 -2%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$559M +$4.66M +9,422 +0.9%
American Century Companies
47
American Century Companies
Missouri
$513M -$17.5M -35,276 -3%
Baillie Gifford & Co
48
Baillie Gifford & Co
United Kingdom
$503M -$17.3M -34,965 -3%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$501M -$27M -54,556 -5%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$490M +$38.9M +78,535 +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.