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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
JSP
501
Jackson Square Partners
California
$8.47M -$929K -2,165 -10%
SWM
502
Spire Wealth Management
Virginia
$8.45M -$30.9K -72 -0.4%
AA
503
Altrafin AG
$8.43M +$398K +928 +5%
SCM
504
Silvant Capital Management
Georgia
$8.43M -$48.9K -114 -0.6%
SSA
505
Schonfeld Strategic Advisors
New York
$8.41M -$52.3M -121,793 -87%
BPC
506
Banque Pictet & Cie
Switzerland
$8.34M -$1.04M -2,420 -11%
QIM
507
Quest Investment Management
Oregon
$8.34M -$8.44M -19,679 -51%
HKAM
508
Horizon Kinetics Asset Management
New York
$8.31M -$72.9K -170 -0.9%
PAM
509
Peninsula Asset Management
Florida
$8.31M +$148K +345 +2%
CPH
510
C Partners Holding
Switzerland
$8.28M +$227K +530 +3%
ACM
511
Academy Capital Management
Texas
$8.27M -$20.2K -47 -0.3%
CPIM
512
Coalescence Partners Investment Management
New York
$8.25M +$7.93M +18,490 New
MFG
513
Merit Financial Group
Georgia
$8.24M +$381K +889 +5%
SAM
514
Securian Asset Management
Minnesota
$8.21M -$222K -518 -3%
MGP
515
Metis Global Partners
California
$8.14M +$63.5K +148 +0.8%
A
516
Allianz
Germany
$8.14M
PIM
517
Penobscot Investment Management
Massachusetts
$8.13M -$167K -389 -2%
LSERS
518
Louisiana State Employees Retirement System
Louisiana
$8.07M -$257K -600 -3%
CPA
519
Court Place Advisors
Maryland
$7.99M +$388K +904 +5%
MPIA
520
Mountain Pacific Investment Advisers
Idaho
$7.97M -$668K -1,557 -8%
BWP
521
Baldwin Wealth Partners
Massachusetts
$7.87M -$540K -1,259 -7%
MGWM
522
Marks Group Wealth Management
Minnesota
$7.78M +$227K +530 +3%
BAM
523
Bell Asset Management
Australia
$7.76M -$53.2K -124 -0.7%
AF
524
Aviso Financial
Ontario, Canada
$7.75M +$7.45M +17,376 New
WCF
525
West Coast Financial
California
$7.74M -$34.8K -81 -0.5%

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.