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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
RWP
801
Ridgecrest Wealth Partners
California
$2.66M -$990 -2 -0%
IA
802
IFP Advisors
Florida
$2.66M +$155K +313 +6%
GS
803
GTS Securities
New York
$2.64M -$536K -1,084 -18%
PA
804
Profund Advisors
Maryland
$2.63M +$149K +301 +6%
HIP
805
Harrell Investment Partners
Texas
$2.62M +$55.9K +113 +2%
DEA
806
DoubleLine ETF Adviser
Florida
$2.6M -$168K -340 -6%
SFG
807
Snider Financial Group
Washington
$2.59M +$639K +1,292 +35%
VFM
808
Viking Fund Management
North Dakota
$2.58M
DL
809
DOHJ LLC
Washington
$2.58M +$62.4K +126 +3%
LSAG
810
Lake Street Advisors Group
New Hampshire
$2.57M +$122K +247 +5%
RSWM
811
Robertson Stephens Wealth Management
California
$2.57M -$12.4K -25 -0.5%
SIA
812
SkyView Investment Advisors
New Jersey
$2.56M +$58.9K +119 +2%
SCM
813
Stevens Capital Management
Pennsylvania
$2.54M +$643K +1,299 +36%
AMM
814
American Money Management
California
$2.53M -$16.8K -34 -0.7%
QT
815
Quantbot Technologies
New York
$2.52M +$2.41M +4,877 New
CSPIA
816
Cary Street Partners Investment Advisory
Virginia
$2.51M -$120K -243 -5%
AI
817
Aperture Investors
New York
$2.5M -$1.73M -3,488 -42%
NP
818
NorthRock Partners
Minnesota
$2.49M +$641K +1,295 +37%
MC
819
Machina Capital
France
$2.47M -$1.07M -2,159 -31%
WP
820
WealthPLAN Partners
Nebraska
$2.46M -$1.42M -2,861 -38%
EBT
821
Enterprise Bank & Trust
Massachusetts
$2.46M
HAG
822
HighPoint Advisor Group
Illinois
$2.45M -$307K -620 -12%
OIS
823
Okabena Investment Services
Minnesota
$2.44M +$94.5K +191 +4%
HT
824
Headlands Technologies
Illinois
$2.43M +$2.33M +4,699 New
PWM
825
Perigon Wealth Management
California
$2.41M -$50.5K -102 -2%

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.