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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
CFM
876
Coronation Fund Managers
South Africa
$1.75M -$1.93M -4,496 -53%
SIA
877
Schechter Investment Advisors
Michigan
$1.74M +$96.5K +225 +6%
WPC
878
Wedmont Private Capital
Pennsylvania
$1.73M +$202K +470 +15%
FTWA
879
Fifth Third Wealth Advisors
Ohio
$1.72M +$1.19M +2,771 +253%
SWM
880
Silverlake Wealth Management
Vermont
$1.72M +$1.65M +3,847 New
TAM
881
Trust Asset Management
Texas
$1.71M
FBT
882
First Bank & Trust
South Dakota
$1.7M -$3.43K -8 -0.2%
HPIA
883
Hamilton Point Investment Advisors
North Carolina
$1.69M
IWA
884
Icon Wealth Advisors
Texas
$1.69M +$789K +1,838 +112%
CIC
885
Chilton Investment Company
Connecticut
$1.69M -$140K -327 -8%
BWP
886
Barlow Wealth Partners
Kentucky
$1.69M -$14.7M -34,352 -91%
EWM
887
Evercore Wealth Management
New York
$1.69M -$5.58K -13 -0.3%
AT
888
Arden Trust
Delaware
$1.68M +$7.29K +17 +0.5%
PTC
889
Private Trust Company
Ohio
$1.67M -$134K -312 -8%
BEI
890
Benjamin Edwards Inc
Missouri
$1.67M -$11.2K -26 -0.7%
RIM
891
Redwood Investment Management
Arizona
$1.67M +$1.5M +3,496 New
CFG
892
Citizens Financial Group
Rhode Island
$1.66M +$8.15K +19 +0.5%
MWM
893
Mission Wealth Management
California
$1.66M +$109K +253 +7%
SFG
894
Snider Financial Group
Washington
$1.66M +$111K +258 +7%
WWM
895
Western Wealth Management
Colorado
$1.66M +$278K +647 +21%
FHB
896
First Hawaiian Bank
Hawaii
$1.66M -$2.08M -4,845 -57%
CFGS
897
Concourse Financial Group Securities
Alabama
$1.65M -$40.3K -94 -2%
AWMT
898
AAFMAA Wealth Management & Trust
North Carolina
$1.64M +$345K +805 +28%
SC
899
Skylands Capital
Wisconsin
$1.64M -$64.4K -150 -4%
SC
900
Savant Capital
Illinois
$1.64M +$183K +427 +13%

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.