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S&P Global
SPGI

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: 56 → 63 (+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: 1,829 → 1,834 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$674M
2
BlackRock
BlackRock
New York
+$616M
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$587M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$436M
5
Swedbank
Swedbank
Sweden
+$334M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$311M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$279M
3
JP Morgan Chase
JP Morgan Chase
New York
-$266M
4
Citadel Advisors
Citadel Advisors
Florida
-$209M
5
Bessemer Group
Bessemer Group
New Jersey
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
751
Ballentine Partners
Massachusetts
$2.81M +$556K +1,296 +26%
LWCFA
752
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.8M +$1.27M +2,962 +107%
GS
753
GTS Securities
New York
$2.76M +$2.33M +5,441 +724%
TCOV
754
Trust Company of Vermont
Vermont
$2.75M -$5.15K -12 -0.2%
CI
755
Ceera Investments
Texas
$2.73M -$10.7K -25 -0.4%
VSQM
756
V-Square Quantitative Management
Illinois
$2.72M -$447K -1,043 -15%
HA
757
Herold Advisors
New York
$2.71M -$174K -405 -6%
VI
758
Vestcor Inc
New Brunswick, Canada
$2.71M – – –
SAM
759
Silvercrest Asset Management
New York
$2.69M -$2M -4,671 -44%
Fisher Asset Management
760
Fisher Asset Management
Washington
$2.69M +$21.9K +51 +0.9%
CFIA
761
Cantor Fitzgerald Investment Advisors
New York
$2.68M +$2.57M +6,000 New
CGIM
762
Capital Group Investment Management
Singapore
$2.66M – – –
VA
763
Vident Advisory
Georgia
$2.66M +$341K +794 +15%
LT
764
Lindsell Train
United Kingdom
$2.65M – – –
TYCC
765
Texas Yale Capital Corp
Florida
$2.64M +$42.5K +99 +2%
HAG
766
HighPoint Advisor Group
Illinois
$2.62M +$765K +1,783 +50%
SIM
767
Sterling Investment Management
Arizona
$2.59M -$32.6K -76 -1%
CRA
768
Clear Rock Advisors
Texas
$2.58M +$93.5K +218 +4%
AG
769
Ascent Group
Virginia
$2.56M +$187K +436 +8%
CCG
770
Cypress Capital Group
Florida
$2.55M -$129K -300 -5%
MSFS
771
Main Street Financial Solutions
Pennsylvania
$2.55M +$292K +680 +14%
FP
772
Factorial Partners
New York
$2.54M – – –
EF
773
Empowered Funds
Pennsylvania
$2.52M +$140K +326 +6%
ATC
774
Argent Trust Co
Tennessee
$2.52M +$39K +91 +2%
DIM
775
Delta Investment Management
California
$2.5M +$858 +2 +0%
29 30
31
32 33

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.