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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
FFA
826
Farther Finance Advisors
California
$2.07M +$527K +1,228 +36%
ASBI
827
American State Bank (Iowa)
Iowa
$2.06M +$15.9K +37 +0.8%
CFCI
828
Comprehensive Financial Consultants Institutional
Indiana
$2.06M +$180K +420 +10%
SW
829
SVB Wealth
Massachusetts
$2.05M -$237K -552 -11%
MIA
830
MMBG Investment Advisors
Florida
$2.04M
WCA
831
Waratah Capital Advisors
Ontario, Canada
$2.04M -$48.5K -113 -2%
RB
832
Rodgers Brothers
Pennsylvania
$2.04M +$2.57K +6 +0.1%
RIA
833
Regal Investment Advisors
Michigan
$2.03M +$12.4K +29 +0.6%
CWM
834
Chemistry Wealth Management
New York
$2.03M +$9.87K +23 +0.5%
KJHP
835
K.J. Harrison & Partners
Ontario, Canada
$2.03M -$4.77M -11,112 -71%
Group One Trading
836
Group One Trading
Illinois
$2.02M +$1.94M +4,526 New
OIS
837
Okabena Investment Services
Minnesota
$2.02M -$311K -725 -14%
GLR
838
Great Lakes Retirement
Ohio
$2.02M +$9.01K +21 +0.5%
Capstone Investment Advisors
839
Capstone Investment Advisors
New York
$2.01M -$1.39M -3,249 -42%
CCG
840
Chatham Capital Group
Georgia
$2.01M +$9.01K +21 +0.5%
WCM
841
Whitener Capital Management
North Carolina
$2.01M
CM
842
Crestline Management
Texas
$2M -$4.17M -9,730 -68%
AI
843
AXS Investments
New York
$1.99M -$16.3K -38 -0.8%
BFC
844
Blue Fin Capital
Rhode Island
$1.99M +$121K +282 +7%
TC
845
Trium Capital
United Kingdom
$1.99M +$644K +1,502 +51%
EGM
846
Engineers Gate Manager
New York
$1.99M -$9.67M -22,544 -84%
MA
847
Montag & Associates
Georgia
$1.98M -$78.5K -183 -4%
WP
848
WealthShield Partners
North Carolina
$1.98M +$207K +482 +12%
LAIC
849
Lederer & Associates Investment Counsel
California
$1.98M -$109K -254 -5%
DCM
850
Decatur Capital Management
Georgia
$1.93M +$49.8K +116 +3%

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.