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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
SHFA
601
SS&H Financial Advisors
Michigan
$6.14M
NRG
602
Nemes Rush Group
Michigan
$6.14M -$320K -647 -4%
CTA
603
Chesley Taft & Associates
Illinois
$6.12M +$139K +281 +2%
BHCM
604
Brevan Howard Capital Management
Jersey
$6.07M -$336K -678 -5%
GAM
605
Groupama Asset Management
France
$6.05M -$482K -974 -6%
Lido Advisors
606
Lido Advisors
California
$6.04M +$703K +1,420 +14%
BAM
607
Bell Asset Management
Australia
$6.02M -$2.84M -5,733 -33%
KCM
608
Kanawha Capital Management
Virginia
$6.01M +$1.98M +3,991 +52%
Kovitz Investment Group Partners
609
Kovitz Investment Group Partners
Illinois
$6.01M +$1.52M +3,073 +24%
MCM
610
MAI Capital Management
Ohio
$6M -$905K -1,829 -14%
SF
611
Summit Financial
New Jersey
$5.99M +$88.1K +178 +2%
AMI
612
Amica Mutual Insurance
Rhode Island
$5.96M
SSB
613
Sandy Spring Bank
Maryland
$5.95M +$27.7K +56 +0.5%
MC
614
Mount Capital
United Kingdom
$5.92M
FCH
615
Freestone Capital Holdings
Washington
$5.92M +$126K +255 +2%
NRS
616
Neville Rodie & Shaw
New York
$5.89M
SAM
617
Synergy Asset Management
Washington
$5.85M +$5.6M +11,321 New
DSC
618
Duncker Streett & Co
Missouri
$5.84M +$89.1K +180 +2%
BCM
619
BTC Capital Management
Iowa
$5.82M -$297K -600 -5%
MWA
620
Meridian Wealth Advisors
Texas
$5.81M +$134K +270 +2%
AG
621
AIA Group
Hong Kong
$5.79M +$1.37M +2,776 +33%
ECM
622
Everence Capital Management
Indiana
$5.75M
PVI
623
Pine Valley Investments
New Jersey
$5.74M +$116K +235 +2%
BZWA
624
Blue Zone Wealth Advisors
California
$5.72M +$163K +330 +3%
OIA
625
OneDigital Investment Advisors
Kansas
$5.69M -$60.4K -122 -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.