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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
RSWM
801
Robertson Stephens Wealth Management
California
$2.23M +$66.9K +156 +3%
PA
802
Parallel Advisors
California
$2.22M -$20.2K -47 -0.9%
HIP
803
Harrell Investment Partners
Texas
$2.21M +$6.86K +16 +0.3%
WIM
804
Waverton Investment Management
United Kingdom
$2.21M -$41.2K -96 -2%
PBCM
805
Point Break Capital Management
Florida
$2.2M +$963K +2,245 +83%
AMM
806
American Money Management
California
$2.2M -$100K -234 -5%
SFA
807
Sequoia Financial Advisors
Ohio
$2.19M +$104K +243 +5%
WIA
808
World Investment Advisors
California
$2.18M +$1.21M +2,816 +136%
DL
809
DOHJ LLC
Washington
$2.18M +$91.8K +214 +5%
SIA
810
SkyView Investment Advisors
New Jersey
$2.16M +$275K +641 +15%
IA
811
IFP Advisors
Florida
$2.15M -$91.8K -214 -4%
CPBTD
812
Central Pacific Bank - Trust Division
Hawaii
$2.15M -$327K -763 -14%
APM
813
Advanced Portfolio Management
New York
$2.14M
SM
814
Sciencast Management
New Jersey
$2.14M +$2.06M +4,798 New
PA
815
Profund Advisors
Maryland
$2.14M -$53.6K -125 -3%
FI
816
Fosun International
China
$2.14M
PWM
817
Perigon Wealth Management
California
$2.13M +$65.2K +152 +3%
EBT
818
Enterprise Bank & Trust
Massachusetts
$2.12M -$8.58K -20 -0.4%
ICM
819
IMS Capital Management
Oregon
$2.12M +$12.9K +30 +0.7%
IEFM
820
IQ EQ Fund Management
Ireland
$2.11M +$375K +874 +23%
LSAG
821
Lake Street Advisors Group
New Hampshire
$2.11M +$12K +28 +0.6%
IWA
822
IBEX Wealth Advisors
New Jersey
$2.09M +$2.01M +4,690 New
CWM
823
Cordatus Wealth Management
Pennsylvania
$2.09M -$68.6K -160 -3%
CIC
824
Cornercap Investment Counsel
Georgia
$2.08M -$11.6K -27 -0.6%
ACM
825
Ashford Capital Management
Delaware
$2.07M

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.