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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
PWP
676
Private Wealth Partners
California
$4.44M
BCM
677
Brasada Capital Management
Texas
$4.43M -$377K -761 -8%
MIH
678
Meitav Investment House
Israel
$4.43M
CCM
679
Coldstream Capital Management
Washington
$4.42M +$331K +668 +8%
AG
680
Ascent Group
Virginia
$4.41M +$1.38M +2,793 +49%
BRCM
681
Bright Rock Capital Management
Massachusetts
$4.39M
PAG
682
Private Advisor Group
New Jersey
$4.35M +$287K +579 +7%
CGIM
683
Capital Group Investment Management
Singapore
$4.34M +$1.21M +2,439 +41%
AUB
684
Atlantic Union Bankshares
Virginia
$4.34M -$259K -524 -6%
DPL
685
Danica Pension Livsforsikrings
$4.3M -$194K -392 -4%
MSK
686
Melissa S. Kampmann
$4.28M
MF
687
Magnetar Financial
Illinois
$4.25M +$2.94M +5,938 +260%
DAS
688
Dynamic Advisor Solutions
Arizona
$4.25M +$652K +1,317 +19%
FFA
689
First Foundation Advisors
California
$4.22M +$458K +926 +13%
Impax Asset Management Group
690
Impax Asset Management Group
United Kingdom
$4.21M -$108K -218 -3%
IMRF
691
Illinois Municipal Retirement Fund
Illinois
$4.16M
SCM
692
Shelton Capital Management
Colorado
$4.15M +$408K +825 +11%
KFBMI
693
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.13M
TCM
694
Twin Capital Management
Pennsylvania
$4.13M +$231K +467 +6%
MCM
695
Moore Capital Management
New York
$4.1M +$291K +588 +8%
PA
696
PFG Advisors
Arizona
$4.1M -$694K -1,402 -15%
AAP
697
Arax Advisory Partners
Colorado
$4.05M -$204K -412 -5%
CTC
698
Central Trust Company
Missouri
$4.04M -$47.5K -96 -1%
SC
699
Scholtz & Company
Connecticut
$4.04M -$1.42M -2,878 -27%
BFA
700
Brendel Financial Advisors
New Hampshire
$4.03M -$35.1K -71 -0.9%

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.