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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
AAM
751
Azzad Asset Management
Virginia
$3.14M -$155K -313 -5%
VI
752
Vestcor Inc
New Brunswick, Canada
$3.14M
PIM
753
Plato Investment Management
Australia
$3.12M +$313K +633 +12%
EF
754
Empowered Funds
Pennsylvania
$3.11M +$187K +377 +7%
SAM
755
Silvercrest Asset Management
New York
$3.1M -$17.3K -35 -0.6%
TFA
756
Teamwork Financial Advisors
Texas
$3.08M +$2.95M +5,966 New
CI
757
Ceera Investments
Texas
$3.08M -$79.2K -160 -3%
TYCC
758
Texas Yale Capital Corp
Florida
$3.07M +$14.8K +30 +0.5%
CWP
759
Cyndeo Wealth Partners
Florida
$3.06M +$223K +450 +8%
ET
760
Entropy Technologies
New York
$3.06M +$2.93M +5,915 New
LT
761
Lindsell Train
United Kingdom
$3.05M
BG
762
BDF Gestion
France
$3.04M
AIM
763
Achmea Investment Management
Netherlands
$3.03M -$2.77M -5,606 -49%
AIM
764
Avanda Investment Management
Singapore
$3.01M -$3.03M -6,121 -51%
HA
765
Herold Advisors
New York
$2.99M -$148K -300 -5%
RPGK
766
Retirement Planning Group (Kansas)
Kansas
$2.97M +$2.84M +5,740 New
BCM
767
BlueMar Capital Management
Florida
$2.96M -$495K -1,000 -15%
NO
768
Ninety One
South Africa
$2.96M -$875K -1,769 -24%
ATC
769
Argent Trust Co
Tennessee
$2.93M +$13.4K +27 +0.5%
PA
770
Parallel Advisors
California
$2.93M +$338K +682 +14%
NSLI
771
Nan Shan Life Insurance
Taiwan
$2.92M -$43.8M -88,513 -94%
CCG
772
Cypress Capital Group
Florida
$2.89M -$65.3K -132 -2%
SFA
773
Sequoia Financial Advisors
Ohio
$2.88M +$334K +674 +14%
GH
774
GAM Holding
Switzerland
$2.88M +$80.7K +163 +3%
IB
775
Intrust Bank
Kansas
$2.87M +$6.93K +14 +0.3%

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.