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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
LGWM
626
Litman Gregory Wealth Management
California
$4.69M +$4.29K +10 +0.1%
IAA
627
Independent Advisor Alliance
North Carolina
$4.66M -$139K -325 -3%
RWM
628
RBA Wealth Management
California
$4.65M +$128K +298 +3%
CICC
629
Capital Investment Counsel (Colorado)
Colorado
$4.64M +$237K +553 +6%
CCFCSB
630
Cape Cod Five Cents Savings Bank
Massachusetts
$4.62M -$257K -600 -5%
SF
631
Synovus Financial
Georgia
$4.62M +$37.3K +87 +0.8%
KRSITF
632
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.6M -$119K -278 -3%
Lido Advisors
633
Lido Advisors
California
$4.58M -$6.36M -14,815 -59%
NMIMC
634
Northwestern Mutual Investment Management Company
Wisconsin
$4.54M -$3.86K -9 -0.1%
EF
635
Empirical Finance
Pennsylvania
$4.53M -$288K -672 -6%
UF
636
Univest Financial
Pennsylvania
$4.52M +$149K +348 +4%
CIP
637
Chartwell Investment Partners
Pennsylvania
$4.51M -$39K -91 -0.9%
KM
638
KP Management
Minnesota
$4.46M
SI
639
Stephens Inc
Arkansas
$4.46M +$170K +397 +4%
LF
640
Longbow Finance
Switzerland
$4.43M -$233K -543 -5%
BG
641
BDF Gestion
France
$4.42M +$4.25M +9,909 New
SP
642
Saranac Partners
$4.41M -$56.2K -131 -1%
RIM
643
Reliant Investment Management
Tennessee
$4.41M +$136K +318 +3%
BCM
644
Brasada Capital Management
Texas
$4.37M +$1.07M +2,501 +36%
OAM
645
Ostrum Asset Management
France
$4.34M -$133K -309 -3%
BCV
646
Banque Cantonale Vaudoise
Switzerland
$4.33M -$701K -1,634 -14%
SYBT
647
Stock Yards Bank & Trust
Kentucky
$4.33M -$10.7K -25 -0.3%
DI
648
Diligent Investors
California
$4.29M -$155K -362 -4%
RJT
649
Raymond James Trust
Florida
$4.27M +$48.5K +113 +1%
CCM
650
Cinctive Capital Management
New York
$4.27M -$6.96M -16,234 -63%

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.