We are live on ! Find out more
SPGI icon

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
BIM
651
Baldwin Investment Management
Pennsylvania
$4.27M -$36.9K -86 -0.9%
FTDI
652
First Trust Direct Indexing
Massachusetts
$4.19M +$630K +1,468 +18%
THWM
653
Taylor Hoffman Wealth Management
Virginia
$4.17M +$70.4K +164 +2%
PA
654
PFG Advisors
Arizona
$4.16M -$7.29K -17 -0.2%
CA
655
Clearstead Advisors
Ohio
$4.13M +$867K +2,020 +28%
NC
656
NovaPoint Capital
Georgia
$4.09M +$123K +286 +3%
SC
657
Scotia Capital
Ontario, Canada
$4.03M +$579K +1,350 +18%
TBA
658
Tower Bridge Advisors
Pennsylvania
$4M -$261K -608 -6%
CCS
659
Concentric Capital Strategies
Connecticut
$4M +$1.74M +4,055 +83%
BOSSRA
660
B.O.S.S. Retirement Advisors
Utah
$3.98M +$1.42M +3,309 +59%
AUB
661
Atlantic Union Bankshares
Virginia
$3.98M +$3.83M +8,916 New
CL
662
Choreo LLC
Illinois
$3.93M +$3.78M +8,813 New
WFG
663
Wills Financial Group
Virginia
$3.92M +$228K +531 +6%
MIH
664
Meitav Investment House
Israel
$3.91M
TMAM
665
Tokio Marine Asset Management
Japan
$3.9M +$110K +257 +3%
SFI
666
Siemens Fonds Invest
Germany
$3.9M +$21K +49 +0.6%
DPL
667
Danica Pension Livsforsikrings
$3.89M +$2.07M +4,826 +124%
CIC
668
Cutler Investment Counsel
Oregon
$3.88M +$3.43K +8 +0.1%
Squarepoint
669
Squarepoint
New York
$3.87M -$65.3M -152,227 -95%
SWP
670
Stratos Wealth Partners
Ohio
$3.85M +$38.2K +89 +1%
IWA
671
Invera Wealth Advisors
Oregon
$3.84M +$62.2K +145 +2%
PWP
672
Private Wealth Partners
California
$3.83M +$42K +98 +1%
LTAS
673
Linden Thomas Advisory Services
North Carolina
$3.83M +$357K +833 +11%
MAM
674
Mirabaud Asset Management
United Kingdom
$3.82M -$152K -354 -4%
BRCM
675
Bright Rock Capital Management
Massachusetts
$3.79M

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.