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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
QWM
851
Quadcap Wealth Management
Texas
$1.93M +$387K +901 +26%
PWS
852
Peloton Wealth Strategists
Indiana
$1.93M -$57.1K -133 -3%
WBC
853
Westpac Banking Corp
Australia
$1.91M
BRWA
854
B. Riley Wealth Advisors
Florida
$1.9M -$155K -362 -8%
AI
855
Atom Investors
Texas
$1.88M -$443K -1,033 -20%
RC
856
Roundview Capital
New Jersey
$1.88M +$52.3K +122 +3%
FHA
857
Flagship Harbor Advisors
Massachusetts
$1.87M -$71.6K -167 -4%
VFA
858
Valeo Financial Advisors
Indiana
$1.85M +$121K +283 +7%
CAM
859
Cozad Asset Management
Illinois
$1.85M +$69.9K +163 +4%
PCM
860
Parsons Capital Management
Rhode Island
$1.84M -$22.7K -53 -1%
GFS
861
GYL Financial Synergies
Connecticut
$1.83M +$74.2K +173 +4%
EM
862
Excalibur Management
Massachusetts
$1.82M +$21.9K +51 +1%
AWM
863
Avitas Wealth Management
California
$1.82M -$15.9K -37 -0.9%
OC
864
Oppenheimer & Co
New York
$1.81M +$209K +487 +14%
IWC
865
Integrated Wealth Concepts
Massachusetts
$1.81M +$194K +453 +13%
OM
866
OV Management
Minnesota
$1.8M +$20.2K +47 +1%
GM
867
GeoWealth Management
Illinois
$1.79M +$423K +986 +32%
SW
868
SteelPeak Wealth
California
$1.79M +$430K +1,003 +33%
BAM
869
Belpointe Asset Management
Nevada
$1.79M -$24.5K -57 -1%
CAM
870
Congress Asset Management
Massachusetts
$1.78M -$86.2K -201 -5%
MAM
871
Madison Asset Management
Wisconsin
$1.77M -$723K -1,686 -30%
LCM
872
Landscape Capital Management
New Jersey
$1.77M
IG
873
ING Group
Netherlands
$1.75M -$395K -921 -19%
GIA
874
Guyasuta Investment Advisors
Pennsylvania
$1.75M
MYIA
875
Mount Yale Investment Advisors
Colorado
$1.75M -$33K -77 -2%

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.