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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
IIM
551
INTECH Investment Management
Florida
$6.64M +$2.16M +5,035 +51%
NEI
552
Northwest & Ethical Investments
Ontario, Canada
$6.64M +$1.41M +3,277 +28%
MMA
553
Mizuho Markets Americas
New York
$6.64M -$3.55M -8,264 -36%
UM
554
UniSuper Management
Australia
$6.63M +$3.52M +8,214 +123%
BCM
555
Birch Capital Management
Texas
$6.57M -$547K -1,274 -8%
VIP
556
Vantage Investment Partners
Missouri
$6.57M -$384K -894 -6%
Thrivent Financial for Lutherans
557
Thrivent Financial for Lutherans
Minnesota
$6.55M +$142K +331 +2%
FTA
558
Financial & Tax Architects
Missouri
$6.48M +$323K +752 +5%
P
559
&Partners
Tennessee
$6.47M +$6.23M +14,523 New
ATPW
560
Ashton Thomas Private Wealth
Arizona
$6.47M -$15.4K -36 -0.2%
TAMH
561
Taikang Asset Management (HK)
Hong Kong
$6.44M -$1.07M -2,500 -15%
BMM
562
Buffington Mohr McNeal
Idaho
$6.42M -$696K -1,623 -10%
TRCT
563
Tower Research Capital (TRC)
New York
$6.4M -$510K -1,188 -8%
GAM
564
Gotham Asset Management
New York
$6.35M +$1.67M +3,886 +38%
CAM
565
Clio Asset Management
Virginia
$6.34M -$5.7M -13,286 -48%
KPWS
566
Kestra Private Wealth Services
Texas
$6.27M +$284K +662 +5%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$6.23M +$183K +426 +3%
FNT
568
First National Trust
Pennsylvania
$6.21M -$287K -668 -5%
EOJOAM
569
E. Ohman J:or Asset Management
Sweden
$6.13M +$275K +640 +5%
RIM
570
Rakuten Investment Management
Japan
$6.12M +$2.13M +4,969 +57%
HA
571
Harbor Advisors
Florida
$6.1M
LNWWM
572
Laird Norton Wetherby Wealth Management
California
$6.08M +$241K +562 +4%
MCM
573
MAI Capital Management
Ohio
$5.99M +$20.2K +47 +0.4%
MMA
574
Miracle Mile Advisors
California
$5.96M +$114K +265 +2%
FNBOMD
575
First National Bank of Mount Dora
Florida
$5.95M -$139K -324 -2%

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.