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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
TPA
726
Trivium Point Advisory
Connecticut
$3.6M -$28.7K -58 -0.8%
FWM
727
Fortress Wealth Management
California
$3.59M -$7.92K -16 -0.2%
BFG
728
Bleakley Financial Group
New Jersey
$3.59M +$162K +328 +5%
Twin Tree Management
729
Twin Tree Management
Texas
$3.58M +$3.33M +6,720 +3,200%
FRA
730
Frank Rimerman Advisors
California
$3.57M +$823K +1,663 +32%
PI
731
Pettee Investors
Connecticut
$3.57M
PFS
732
Prospera Financial Services
Texas
$3.54M -$79.2K -160 -2%
LJAC
733
L.J. Altfest & Co
New York
$3.49M -$405K -819 -11%
BP
734
Ballentine Partners
Massachusetts
$3.48M +$216K +437 +7%
WHAM
735
Windmill Hill Asset Management
United Kingdom
$3.47M
TAM
736
Tocqueville Asset Management
New York
$3.45M -$84.1K -170 -2%
HI
737
Horizon Investments
North Carolina
$3.43M -$17.8K -36 -0.5%
CIAS
738
CFS Investment Advisory Services
New Jersey
$3.37M -$40.1K -81 -1%
Fisher Asset Management
739
Fisher Asset Management
Washington
$3.37M +$243K +492 +8%
SICM
740
Sustainable Insight Capital Management
New York
$3.33M -$990K -2,000 -24%
WSFS
741
Wilmington Savings Fund Society
Delaware
$3.32M +$1.61M +3,251 +103%
BOH
742
Bank of Hawaii
Hawaii
$3.31M +$27.2K +55 +0.9%
CAC
743
Certified Advisory Corp
Florida
$3.28M -$216K -436 -6%
CSIC
744
Clifford Swan Investment Counsel
California
$3.27M -$61.9K -125 -2%
VSQM
745
V-Square Quantitative Management
Illinois
$3.27M +$114K +230 +4%
NC
746
Northcape Capital
Australia
$3.24M -$609K -1,230 -16%
TCOV
747
Trust Company of Vermont
Vermont
$3.24M +$52.5K +106 +2%
MC
748
Mirabaud & Cie
Switzerland
$3.2M -$94.5K -191 -3%
VA
749
Vident Advisory
Georgia
$3.19M +$103K +209 +4%
HWM
750
HB Wealth Management
Georgia
$3.18M +$334K +675 +12%

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.