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S&P Global
SPGI

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: 63 → 67 (+4)

5% more funds holding

Funds holding: 1,834 → 1,927 (+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

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$588M
2
Morgan Stanley
Morgan Stanley
New York
+$485M
3
Capital International Investors
Capital International Investors
California
+$463M
4
IAIM
International Assets Investment Management
Florida
+$231M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$209M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$419M
2
Millennium Management
Millennium Management
New York
-$355M
3
Ameriprise
Ameriprise
Minnesota
-$267M
4
BlackRock
BlackRock
New York
-$266M
5
Norges Bank
Norges Bank
Norway
-$251M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
826
Blue Fin Capital
Rhode Island
$2.41M +$95K +192 +4%
WP
827
WealthShield Partners
North Carolina
$2.4M +$108K +219 +5%
KJHP
828
K.J. Harrison & Partners
Ontario, Canada
$2.38M – – –
CWM
829
Chemistry Wealth Management
New York
$2.37M +$18.3K +37 +0.8%
WCA
830
Waratah Capital Advisors
Ontario, Canada
$2.37M +$2.47K +5 +0.1%
CWM
831
Cordatus Wealth Management
Pennsylvania
$2.36M -$53K -107 -2%
MIA
832
MMBG Investment Advisors
Florida
$2.36M – – –
CFCI
833
Comprehensive Financial Consultants Institutional
Indiana
$2.36M -$23.8K -48 -1%
RB
834
Rodgers Brothers
Pennsylvania
$2.36M – – –
ASBI
835
American State Bank (Iowa)
Iowa
$2.35M -$33.2K -67 -1%
WBC
836
Westpac Banking Corp
Australia
$2.35M +$129K +260 +6%
SC
837
Savant Capital
Illinois
$2.35M +$429K +867 +24%
GLR
838
Great Lakes Retirement
Ohio
$2.33M -$7.42K -15 -0.3%
CCG
839
Chatham Capital Group
Georgia
$2.33M – – –
WCM
840
Whitener Capital Management
North Carolina
$2.32M – – –
MHC
841
Meyer Handelman Company
New York
$2.32M -$290K -585 -12%
MA
842
Montag & Associates
Georgia
$2.32M +$21.8K +44 +1%
FFA
843
Farther Finance Advisors
California
$2.3M -$85.1K -172 -4%
PWM
844
Pinnacle Wealth Management
California
$2.28M +$2.18M +4,415 New
RIA
845
Regal Investment Advisors
Michigan
$2.28M -$69.3K -140 -3%
VFA
846
Valeo Financial Advisors
Indiana
$2.25M +$102K +206 +5%
ACM
847
Ashford Capital Management
Delaware
$2.25M -$144K -290 -6%
VWM
848
Vivid Wealth Management
Iowa
$2.25M +$2.15M +4,349 New
DCM
849
Decatur Capital Management
Georgia
$2.24M +$2.47K +5 +0.1%
LAIC
850
Lederer & Associates Investment Counsel
California
$2.22M -$61.9K -125 -3%
32 33
34
35 36

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.