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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
MC
601
Mount Capital
United Kingdom
$5.15M
AMI
602
Amica Mutual Insurance
Rhode Island
$5.15M
KA
603
Kerrisdale Advisers
Florida
$5.13M -$274K -638 -5%
SSB
604
Sandy Spring Bank
Maryland
$5.12M +$279K +650 +6%
AIM
605
Achmea Investment Management
Netherlands
$5.11M -$5.98M -13,941 -55%
SF
606
Summit Financial
New Jersey
$5.09M +$3.54M +8,260 +261%
NRS
607
Neville Rodie & Shaw
New York
$5.09M
BPA
608
Beacon Pointe Advisors
California
$5.06M -$5.61M -13,082 -54%
P
609
Pitcairn
Pennsylvania
$5.03M +$339K +791 +8%
FCH
610
Freestone Capital Holdings
Washington
$4.99M +$178K +414 +4%
EAM
611
Eventide Asset Management
Massachusetts
$4.98M +$1.32M +3,074 +38%
OIA
612
OneDigital Investment Advisors
Kansas
$4.97M +$2.73M +6,373 +134%
DSC
613
Duncker Streett & Co
Missouri
$4.96M +$13.7K +32 +0.3%
FCI
614
Financial Counselors Inc
Kansas
$4.91M -$37.8K -88 -0.8%
MWA
615
Meridian Wealth Advisors
Texas
$4.9M +$393K +915 +9%
NIM
616
NEOS Investment Management
Connecticut
$4.87M +$1.32M +3,066 +39%
PVI
617
Pine Valley Investments
New Jersey
$4.85M +$623K +1,453 +15%
CCG
618
Cloverfields Capital Group
Minnesota
$4.82M +$22.7K +53 +0.5%
BZWA
619
Blue Zone Wealth Advisors
California
$4.79M -$60.1K -140 -1%
AWS
620
Atria Wealth Solutions
New York
$4.78M -$448K -1,044 -9%
SC
621
Scholtz & Company
Connecticut
$4.77M +$397K +926 +9%
PIM
622
Provident Investment Management
Michigan
$4.76M
FWTB
623
First Western Trust Bank
Colorado
$4.76M -$893K -2,081 -16%
ASN
624
Advisory Services Network
Georgia
$4.76M +$190K +443 +4%
PCM
625
Palisade Capital Management
New Jersey
$4.72M +$4.54M +10,594 New

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.