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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
AIC
776
Argus Investors Counsel
New York
$2.5M +$256K +597 +12%
IB
777
Intrust Bank
Kansas
$2.47M -$96.5K -225 -4%
HWM
778
HB Wealth Management
Georgia
$2.44M +$465K +1,083 +25%
CWP
779
Cyndeo Wealth Partners
Florida
$2.44M +$495K +1,154 +27%
CF
780
Centaurus Financial
California
$2.42M -$562K -1,310 -19%
SCTC
781
Sanibel Captiva Trust Company
Florida
$2.42M +$21K +49 +0.9%
GH
782
GAM Holding
Switzerland
$2.41M -$411K -959 -15%
PIM
783
Plato Investment Management
Australia
$2.41M +$488K +1,137 +27%
CK
784
Cohen Klingenstein
New York
$2.41M
Dodge & Cox
785
Dodge & Cox
California
$2.41M
WIM
786
WealthPlan Investment Management
Nebraska
$2.39M +$74.2K +173 +3%
DEA
787
DoubleLine ETF Adviser
Florida
$2.39M -$103K -239 -4%
WR
788
WD Rutherford
Oregon
$2.38M +$115K +269 +5%
MG
789
Mather Group
Illinois
$2.38M +$18.4K +43 +0.8%
SW
790
Solidarity Wealth
Utah
$2.38M -$644K -1,500 -22%
RCA
791
Resonant Capital Advisors
Wisconsin
$2.36M +$163K +380 +8%
MAS
792
Meeder Advisory Services
Ohio
$2.35M +$536K +1,249 +31%
FRA
793
Frank Rimerman Advisors
California
$2.34M +$2.25M +5,240 +40,308%
CAM
794
Cypress Asset Management
Texas
$2.34M -$12.9K -30 -0.6%
RWP
795
Ridgecrest Wealth Partners
California
$2.29M -$1.29K -3 -0.1%
A
796
AlphaQuest
New York
$2.27M -$23.2K -54 -1%
CSPIA
797
Cary Street Partners Investment Advisory
Virginia
$2.27M +$603K +1,405 +38%
MHC
798
Meyer Handelman Company
New York
$2.26M -$1.86M -4,330 -46%
VFM
799
Viking Fund Management
North Dakota
$2.23M
JGGDR
800
JGP Global Gestao de Recursos
Brazil
$2.23M +$858K +2,000 +67%

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.