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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
FHA
501
First Horizon Advisors
Tennessee
$9.93M +$21.8K +44 +0.2%
CCM
502
Corsair Capital Management
New York
$9.91M +$9.27M +18,737 +4,201%
SIA
503
Sit Investment Associates
Minnesota
$9.91M -$1.64M -3,310 -15%
MGP
504
Metis Global Partners
California
$9.79M +$337K +681 +4%
PIM
505
Penobscot Investment Management
Massachusetts
$9.76M +$320K +646 +4%
IIM
506
INTECH Investment Management
Florida
$9.75M +$1.97M +3,983 +27%
SWM
507
Spire Wealth Management
Virginia
$9.71M -$85.6K -173 -0.9%
NA
508
NewEdge Advisors
Louisiana
$9.68M +$1.53M +3,095 +20%
AWM
509
Apollon Wealth Management
South Carolina
$9.65M -$215K -434 -2%
BPC
510
Banque Pictet & Cie
Switzerland
$9.61M -$50K -101 -0.5%
BWP
511
Baldwin Wealth Partners
Massachusetts
$9.6M +$456K +922 +5%
PAM
512
Peninsula Asset Management
Florida
$9.58M -$44K -89 -0.5%
CPIM
513
Coalescence Partners Investment Management
New York
$9.55M
ACM
514
Academy Capital Management
Texas
$9.55M -$28.7K -58 -0.3%
HKAM
515
Horizon Kinetics Asset Management
New York
$9.54M -$84.6K -171 -0.9%
MFG
516
Merit Financial Group
Georgia
$9.34M -$190K -383 -2%
ECM
517
ExodusPoint Capital Management
New York
$9.34M +$8.95M +18,086 New
MSRPS
518
Maryland State Retirement & Pension System
Maryland
$9.32M -$3.14M -6,346 -26%
RIM
519
Rakuten Investment Management
Japan
$9.3M +$2.23M +4,510 +33%
LSERS
520
Louisiana State Employees Retirement System
Louisiana
$9.3M -$49.5K -100 -0.6%
CPA
521
Court Place Advisors
Maryland
$9.24M -$12.4K -25 -0.1%
DC
522
Davenport & Co
Virginia
$9.24M -$1.07M -2,168 -11%
SAM
523
Securian Asset Management
Minnesota
$9.14M -$352K -712 -4%
OBGC
524
O'Brien Greene & Co
Pennsylvania
$9.14M -$721K -1,457 -8%
MGWM
525
Marks Group Wealth Management
Minnesota
$9.11M +$99.5K +201 +1%

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.