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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
VIM
576
Vinva Investment Management
Australia
$5.91M +$357K +831 +7%
GL
577
GHE LLC
Tennessee
$5.9M -$9.44K -22 -0.2%
VHAM
578
Van Hulzen Asset Management
California
$5.85M +$3.56M +8,300 +172%
KIA
579
Knollwood Investment Advisory
Maryland
$5.83M +$329K +766 +6%
KIA
580
KCM Investment Advisors
California
$5.76M +$46.8K +109 +0.9%
CTA
581
Colonial Trust Advisors
South Carolina
$5.74M -$249K -581 -4%
VC
582
Vestor Capital
Illinois
$5.74M -$9.31M -21,712 -63%
FMC
583
First Merchants Corp
Indiana
$5.72M +$1.29K +3 +0%
RCM
584
Ravenstone Capital Management
$5.7M +$219K +510 +4%
CHAM
585
Clear Harbor Asset Management
Connecticut
$5.69M
ST
586
Sentinel Trust
Texas
$5.68M
QCM
587
Quantinno Capital Management
New York
$5.63M -$3.18M -7,407 -37%
Kovitz Investment Group Partners
588
Kovitz Investment Group Partners
Illinois
$5.63M +$5.08M +11,830 +1,505%
GIA
589
GHP Investment Advisors
Colorado
$5.61M +$256K +596 +5%
CIA
590
Choate Investment Advisors
Massachusetts
$5.6M +$48.9K +114 +0.9%
FFA
591
Fragasso Financial Advisors
Pennsylvania
$5.56M -$175K -409 -3%
BHCM
592
Brevan Howard Capital Management
Jersey
$5.55M +$2.36M +5,491 +79%
T. Rowe Price Investment Management
593
T. Rowe Price Investment Management
Maryland
$5.54M +$618K +1,440 +13%
SAM
594
Sompo Asset Management
Japan
$5.51M -$1.59M -3,700 -23%
CG
595
Caprock Group
Idaho
$5.44M +$2.25M +5,252 +76%
PAS
596
Park Avenue Securities
New York
$5.4M +$15K +35 +0.3%
AIM
597
Avanda Investment Management
Singapore
$5.32M -$2.67M -6,212 -34%
SHFA
598
SS&H Financial Advisors
Michigan
$5.3M
BCM
599
BTC Capital Management
Iowa
$5.29M -$41.2K -96 -0.8%
CTA
600
Chesley Taft & Associates
Illinois
$5.16M +$145K +339 +3%

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.