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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
Walleye Trading
526
Walleye Trading
New York
$7.62M +$2.73M +6,368 +59%
IMPI
527
Ilmarinen Mutual Pension Insurance
Finland
$7.57M
TI
528
Tidal Investments
Wisconsin
$7.49M +$970K +2,262 +16%
TIM
529
Tikehau Investment Management
France
$7.46M +$434K +1,012 +6%
CA
530
Cornerstone Advisors
North Carolina
$7.45M -$300K -700 -4%
JCM
531
Janney Capital Management
Pennsylvania
$7.41M -$190K -444 -3%
NMERB
532
New Mexico Educational Retirement Board
New Mexico
$7.26M
OCBCO
533
Oversea-Chinese Banking Corp (OCBC)
Singapore
$7.25M +$1.11M +2,596 +19%
AF
534
Alerus Financial
North Dakota
$7.22M +$2.57M +5,991 +59%
LOAMS
535
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.21M -$517K -1,204 -7%
SH
536
SeaTown Holdings
Singapore
$7.19M -$771K -1,796 -10%
Jones Financial Companies
537
Jones Financial Companies
Missouri
$7.19M +$3.24M +7,549 +88%
EAMA
538
EFG Asset Management (Americas)
Florida
$7.17M +$2.09M +4,881 +44%
IC
539
IEQ Capital
California
$7.08M +$737K +1,717 +12%
FVWA
540
Foster Victor Wealth Advisors
South Carolina
$7.03M +$6.17M +14,380 New
KAS
541
Kestra Advisory Services
Texas
$7.01M +$1.25M +2,925 +23%
CNB
542
Camden National Bank
Maine
$6.98M +$794K +1,851 +13%
NA
543
NewEdge Advisors
Louisiana
$6.97M +$2.33M +5,429 +53%
GAM
544
Groupama Asset Management
France
$6.94M +$117K +272 +2%
DMIC
545
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.83M -$24.9K -58 -0.4%
TC
546
TownSquare Capital
Utah
$6.81M -$118K -276 -2%
AIP
547
Ameritas Investment Partners
Nebraska
$6.78M +$60.1K +140 +0.9%
NRG
548
Nemes Rush Group
Michigan
$6.72M +$234K +545 +4%
IUHSA
549
Itau Unibanco Holding S.A.
Brazil
$6.69M +$6.44M +15,000 New
HWAM
550
Hennion & Walsh Asset Management
New Jersey
$6.69M -$305K -710 -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.