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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
PI
726
Pettee Investors
Connecticut
$3.08M -$311K -724 -9%
DAS
727
Dynamic Advisor Solutions
Arizona
$3.08M -$75.1K -175 -2%
TAM
728
Tocqueville Asset Management
New York
$3.05M -$38.6K -90 -1%
SCM
729
Sirios Capital Management
Massachusetts
$3.04M -$1.85M -4,305 -39%
Arrowstreet Capital
730
Arrowstreet Capital
Massachusetts
$3.04M +$2.92M +6,808 New
CS
731
Cannell & Spears
New York
$3.03M -$6.01K -14 -0.2%
CAC
732
Certified Advisory Corp
Florida
$3.02M -$15.4K -36 -0.5%
BCM
733
BlueMar Capital Management
Florida
$3.01M -$493K -1,148 -15%
RWP
734
RWA Wealth Partners
Massachusetts
$3M -$128K -299 -4%
WHAM
735
Windmill Hill Asset Management
United Kingdom
$2.99M
HI
736
Horizon Investments
North Carolina
$2.98M +$33.9K +79 +1%
KNW
737
Kesler Norman & Wride
Utah
$2.97M -$39.5K -92 -1%
BFG
738
Bleakley Financial Group
New Jersey
$2.96M +$45.9K +107 +2%
SW
739
Simplicity Wealth
New Jersey
$2.95M +$60.1K +140 +2%
CIAS
740
CFS Investment Advisory Services
New Jersey
$2.95M -$7.72K -18 -0.3%
OCM
741
Olstein Capital Management
New York
$2.9M
CSIC
742
Clifford Swan Investment Counsel
California
$2.88M -$10.7K -25 -0.4%
QIM
743
Quantitative Investment Management
Virginia
$2.88M -$4.97M -11,573 -64%
AAM
744
Azzad Asset Management
Virginia
$2.85M -$4.72K -11 -0.2%
BPAMU
745
BTG Pactual Asset Management US
New York
$2.85M +$2.74M +6,391 New
MC
746
Mirabaud & Cie
Switzerland
$2.85M -$151K -353 -5%
BOH
747
Bank of Hawaii
Hawaii
$2.84M -$117K -272 -4%
Verition Fund Management
748
Verition Fund Management
Connecticut
$2.83M -$659K -1,536 -20%
MWM
749
Meridian Wealth Management
Kentucky
$2.82M +$2.71M +6,315 New
HBT
750
Hills Bank & Trust
Iowa
$2.81M -$50.6K -118 -2%

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.