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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
AIM
51
Allen Investment Management
New York
$427M +$23.5M +54,701 +6%
Deutsche Bank
52
Deutsche Bank
Germany
$408M -$144M -334,750 -27%
Fiera Capital (Canada)
53
Fiera Capital (Canada)
Quebec, Canada
$404M -$25.4M -59,314 -6%
Allianz Asset Management
54
Allianz Asset Management
Germany
$403M -$51.3M -119,606 -12%
Barclays
55
Barclays
United Kingdom
$390M -$46.2M -107,664 -11%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$389M +$11.8M +27,593 +3%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$377M -$83.1M -193,736 -19%
Temasek Holdings
58
Temasek Holdings
Singapore
$354M
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$350M +$22.8M +53,188 +7%
Brown Advisory
60
Brown Advisory
Maryland
$349M -$10.7M -25,043 -3%
FCM
61
Farallon Capital Management
California
$349M -$5.11M -11,910 -2%
Swedbank
62
Swedbank
Sweden
$348M +$334M +779,473 New
Bank Julius Baer & Co
63
Bank Julius Baer & Co
Switzerland
$342M -$27.2M -63,344 -8%
CWG
64
C WorldWide Group
Denmark
$339M -$4.47M -10,429 -1%
RJA
65
Raymond James & Associates
Florida
$336M -$2.2M -5,120 -0.7%
Artisan Partners
66
Artisan Partners
Wisconsin
$334M -$118M -275,190 -27%
Mawer Investment Management
67
Mawer Investment Management
Alberta, Canada
$328M -$5.37M -12,519 -2%
Canada Life
68
Canada Life
Manitoba, Canada
$325M +$42.3M +98,538 +16%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$322M -$28.5M -66,487 -8%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$313M +$22.7M +52,910 +8%
Flossbach Von Storch
71
Flossbach Von Storch
Germany
$311M +$12.4M +28,930 +4%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$307M -$9.21M -21,473 -3%
Lazard Asset Management
73
Lazard Asset Management
New York
$305M -$125M -291,744 -30%
First Manhattan
74
First Manhattan
New York
$289M -$1.22M -2,840 -0.4%
Bessemer Group
75
Bessemer Group
New Jersey
$280M -$178M -415,159 -40%

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.