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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
GAM
476
Gotham Asset Management
New York
$11.2M +$3.68M +7,435 +52%
MCM
477
Marsico Capital Management
Colorado
$11.1M
MCM
478
Mattern Capital Management
Colorado
$11.1M -$86.6K -175 -0.8%
SRC
479
Stone Run Capital
New York
$11M -$12.4K -25 -0.1%
FC
480
Fulcrum Capital
Washington
$10.9M -$246K -497 -2%
SAM
481
Stansberry Asset Management
Texas
$10.9M +$70.3K +142 +0.7%
CGH
482
Crossmark Global Holdings
Texas
$10.8M -$1.61M -3,244 -13%
CC
483
Chicago Capital
Illinois
$10.8M +$42.6K +86 +0.4%
MSU
484
Mizuho Securities USA
New York
$10.7M -$1.94M -3,919 -16%
KWM
485
Kingsview Wealth Management
Oregon
$10.7M -$674K -1,361 -6%
AAS
486
Avantax Advisory Services
Texas
$10.7M -$1.43M -2,888 -12%
SAM
487
Sawgrass Asset Management
Florida
$10.6M -$440K -890 -4%
AAM
488
Advisors Asset Management
Colorado
$10.5M -$1.05M -2,124 -9%
M
489
MOTCO
Texas
$10.5M -$815K -1,647 -7%
KPWS
490
Kestra Private Wealth Services
Texas
$10.5M +$3.07M +6,209 +44%
HIMCH
491
Hartford Investment Management Co (HIMCO)
Connecticut
$10.4M -$168K -340 -2%
LOAME
492
Lombard Odier Asset Management (Europe)
United Kingdom
$10.4M +$8.22M +16,617 +475%
Walleye Trading
493
Walleye Trading
New York
$10.3M +$1.45M +2,940 +17%
CCM
494
Carderock Capital Management
Maryland
$10.3M +$235K +474 +2%
NB
495
NBT Bank
New York
$10.2M -$3.46K -7 -0%
KA
496
Kintegral Advisory
New York
$10.2M -$128K -258 -1%
AA
497
Altrafin AG
$10.2M +$409K +826 +4%
QCM
498
Quantinno Capital Management
New York
$10.2M +$3.48M +7,027 +56%
LOAMS
499
Lombard Odier Asset Management (Switzerland)
Switzerland
$10M +$1.57M +3,179 +20%
CPH
500
C Partners Holding
Switzerland
$10M +$384K +775 +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.