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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
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$490M -$121M -243,547 -20%
AIM
52
Allen Investment Management
New York
$482M -$11.9M -23,984 -3%
Mitsubishi UFJ Asset Management
53
Mitsubishi UFJ Asset Management
Japan
$469M +$209M +423,253 +87%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$454M +$23.3M +47,076 +6%
Barclays
55
Barclays
United Kingdom
$452M +$344K +695 +0.1%
Swedbank
56
Swedbank
Sweden
$450M +$45.6M +92,115 +12%
Artisan Partners
57
Artisan Partners
Wisconsin
$434M +$45.1M +91,222 +12%
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$429M -$37.7M -76,143 -8%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$400M -$5.67M -11,459 -1%
RJA
60
Raymond James & Associates
Florida
$394M +$5.31M +10,722 +1%
Temasek Holdings
61
Temasek Holdings
Singapore
$392M -$17.4M -35,140 -4%
Bank Julius Baer & Co
62
Bank Julius Baer & Co
Switzerland
$392M -$17.5M -35,370 -5%
CWG
63
C WorldWide Group
Denmark
$391M -$2.21M -4,459 -0.6%
Canada Life
64
Canada Life
Manitoba, Canada
$390M +$12.2M +24,731 +3%
Brown Advisory
65
Brown Advisory
Maryland
$387M -$16.3M -32,910 -4%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$376M +$2.62M +5,285 +0.7%
Mawer Investment Management
67
Mawer Investment Management
Alberta, Canada
$376M -$3.82M -7,710 -1%
Allianz Asset Management
68
Allianz Asset Management
Germany
$372M -$91.3M -184,472 -20%
Flossbach Von Storch
69
Flossbach Von Storch
Germany
$370M +$8.76M +17,701 +3%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$364M +$821K +1,659 +0.2%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$357M +$719K +1,453 +0.2%
First Manhattan
72
First Manhattan
New York
$328M -$6.37M -12,874 -2%
Bessemer Group
73
Bessemer Group
New Jersey
$323M -$1.07M -2,172 -0.3%
FPP
74
Findlay Park Partners
United Kingdom
$311M -$3.12M -6,300 -1%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$310M -$7.86M -15,876 -3%

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.