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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
CIG
901
Cullen Investment Group
Louisiana
$1.63M +$17.6K +41 +1%
AWCI
902
Alpine Woods Capital Investors
New York
$1.63M +$347K +808 +28%
GCP
903
GSA Capital Partners
United Kingdom
$1.63M +$350K +815 +29%
BTI
904
Blue Trust Inc
Georgia
$1.62M +$953K +2,221 +141%
MWM
905
Mattern Wealth Management
Kansas
$1.61M -$106K -248 -6%
SCM
906
Stevens Capital Management
Pennsylvania
$1.61M +$1.55M +3,610 New
EAM
907
Eagle Asset Management
Florida
$1.61M +$780K +1,818 +102%
SFA
908
Souders Financial Advisors
Ohio
$1.6M +$6.43K +15 +0.4%
TW
909
Transform Wealth
Colorado
$1.6M -$858 -2 -0.1%
BTW
910
Boston Trust Walden
Massachusetts
$1.58M -$21.5K -50 -1%
CVA
911
Central Valley Advisors
California
$1.58M +$36.5K +85 +3%
NP
912
NorthRock Partners
Minnesota
$1.57M +$272K +634 +22%
BC
913
Broadwater Capital
Massachusetts
$1.57M
LOAME
914
Lombard Odier Asset Management (Europe)
United Kingdom
$1.56M +$1.5M +3,500 New
Wolverine Trading
915
Wolverine Trading
Illinois
$1.55M -$768K -1,790 -34%
HSA
916
HBK Sorce Advisory
Pennsylvania
$1.53M -$57.1K -133 -4%
VFA
917
Voya Financial Advisors
Connecticut
$1.53M -$17.6K -41 -1%
RMCM
918
Reynders McVeigh Capital Management
Massachusetts
$1.53M
RMDI
919
R.M. Davis Inc
Maine
$1.53M -$2.15K -5 -0.1%
PTP
920
Platform Technology Partners
New York
$1.53M +$1.47M +3,422 New
JWM
921
JPL Wealth Management
Colorado
$1.52M +$107K +249 +8%
GCM
922
Geneva Capital Management
Wisconsin
$1.52M -$365K -850 -20%
NFG
923
Nations Financial Group
Iowa
$1.52M +$116K +271 +9%
OCA
924
Otter Creek Advisors
Florida
$1.52M -$1.37M -3,200 -48%
WA
925
Wealth Alliance
New York
$1.51M -$22.7K -53 -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.