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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
BWM
701
BNC Wealth Management
Oregon
$4.03M +$3.86M +7,794 New
SC
702
Scotia Capital
Ontario, Canada
$3.99M -$651K -1,316 -15%
Qube Research & Technologies (QRT)
703
Qube Research & Technologies (QRT)
United Kingdom
$3.98M -$84.7M -171,247 -96%
UB
704
UMB Bank
Missouri
$3.97M -$142K -286 -4%
RA
705
Rockingstone Advisors
Massachusetts
$3.97M -$16.3K -33 -0.4%
WJWM
706
Williams Jones Wealth Management
New York
$3.97M +$56.4K +114 +2%
VanEck Associates
707
VanEck Associates
New York
$3.97M -$230K -465 -6%
CS
708
Cannell & Spears
New York
$3.95M +$428K +865 +13%
BFW
709
Brady Family Wealth
Missouri
$3.91M -$37.1K -75 -1%
BFM
710
Boston Financial Management
Massachusetts
$3.9M +$21.3K +43 +0.6%
FDS
711
Freedom Day Solutions
Texas
$3.88M -$12.9K -26 -0.3%
RWM
712
Ritholtz Wealth Management
New York
$3.87M +$29.2K +59 +0.8%
PGIM
713
Pacific Global Investment Management
California
$3.85M -$15.8K -32 -0.4%
IWA
714
Invera Wealth Advisors
Oregon
$3.84M -$198K -400 -5%
SC
715
Settian Capital
New York
$3.83M
CPC
716
Consolidated Planning Corp
Georgia
$3.82M +$240K +484 +7%
S
717
SignatureFD
Georgia
$3.8M +$35.6K +72 +1%
MCB
718
Morton Community Bank
Illinois
$3.77M -$99K -200 -3%
LFS
719
Legacy Financial Strategies
Kansas
$3.76M +$1.98K +4 +0.1%
CIA
720
Concurrent Investment Advisors
Florida
$3.75M +$28.7K +58 +0.8%
Nomura Holdings
721
Nomura Holdings
Japan
$3.69M -$10.6M -21,412 -75%
RWP
722
RWA Wealth Partners
Massachusetts
$3.68M +$198K +400 +6%
PCIA
723
Prime Capital Investment Advisors
Kansas
$3.68M -$21.3K -43 -0.6%
MWM
724
Meridian Wealth Management
Kentucky
$3.67M +$388K +783 +12%
WSC
725
Wellington Shields & Co
New York
$3.62M

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.