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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
PAS
626
Park Avenue Securities
New York
$5.64M -$585K -1,182 -10%
IMCOOI
627
Investment Management Corp of Ontario (IMCO)
Canada
$5.51M +$1.73M +3,500 +49%
PIM
628
Provident Investment Management
Michigan
$5.51M -$12.4K -25 -0.2%
CICC
629
Capital Investment Counsel (Colorado)
Colorado
$5.46M +$86.1K +174 +2%
RWM
630
RBA Wealth Management
California
$5.46M +$65.8K +133 +1%
PCM
631
Palisade Capital Management
New Jersey
$5.45M -$23.3K -47 -0.4%
EF
632
Empirical Finance
Pennsylvania
$5.38M +$130K +263 +3%
P
633
Pitcairn
Pennsylvania
$5.38M -$431K -870 -8%
SI
634
Stephens Inc
Arkansas
$5.37M +$202K +409 +4%
LGWM
635
Litman Gregory Wealth Management
California
$5.37M -$63.3K -128 -1%
BOSSRA
636
B.O.S.S. Retirement Advisors
Utah
$5.37M +$724K +1,462 +16%
FTDI
637
First Trust Direct Indexing
Massachusetts
$5.34M +$460K +929 +10%
AWS
638
Atria Wealth Solutions
New York
$5.3M -$233K -471 -4%
RIM
639
Reliant Investment Management
Tennessee
$5.29M +$178K +360 +4%
RJT
640
Raymond James Trust
Florida
$5.29M +$326K +659 +7%
SF
641
Synovus Financial
Georgia
$5.28M -$66.8K -135 -1%
NMIMC
642
Northwestern Mutual Investment Management Company
Wisconsin
$5.24M -$19.3K -39 -0.4%
KM
643
KP Management
Minnesota
$5.17M
CCFCSB
644
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M -$210K -425 -4%
LF
645
Longbow Finance
Switzerland
$5.13M
IAA
646
Independent Advisor Alliance
North Carolina
$5.13M -$256K -518 -5%
CCG
647
Cloverfields Capital Group
Minnesota
$5.1M -$456K -921 -9%
CIP
648
Chartwell Investment Partners
Pennsylvania
$5.03M -$178K -360 -4%
BIM
649
Baldwin Investment Management
Pennsylvania
$4.96M +$15.3K +31 +0.3%
KRSITF
650
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.9M -$418K -845 -8%

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.