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S&P Global

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: 6367 (+4)

5% more funds holding

Funds holding: 1,8341,927 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
901
Tealwood Asset Management
Minnesota
$1.84M +$1.76M +3,553 New
BC
902
Broadwater Capital
Massachusetts
$1.82M
IWA
903
Icon Wealth Advisors
Texas
$1.8M +$495 +1 +0%
FHB
904
First Hawaiian Bank
Hawaii
$1.8M -$119K -241 -6%
PTP
905
Platform Technology Partners
New York
$1.78M +$12.9K +26 +0.8%
BWP
906
Barlow Wealth Partners
Kentucky
$1.77M
RMCM
907
Reynders McVeigh Capital Management
Massachusetts
$1.77M
RMDI
908
R.M. Davis Inc
Maine
$1.77M -$990 -2 -0.1%
STA
909
Summit Trail Advisors
New York
$1.76M +$440K +889 +35%
Wolverine Trading
910
Wolverine Trading
Illinois
$1.76M -$23.8K -48 -1%
VF
911
Virtu Financial
New York
$1.75M +$1.68M +3,393 New
LAM
912
LECAP Asset Management
United Kingdom
$1.75M +$1.68M +3,388 New
QCG
913
Quadrant Capital Group
Ohio
$1.75M +$18.3K +37 +1%
NPA
914
Nichols & Pratt Advisers
Massachusetts
$1.75M +$49.5K +100 +3%
BTI
915
Blue Trust Inc
Georgia
$1.74M +$48K +97 +3%
FI
916
Fosun International
China
$1.74M -$708K -1,430 -30%
RIM
917
Redwood Investment Management
Arizona
$1.72M -$67.3K -136 -4%
WA
918
Wealth Alliance
New York
$1.72M -$28.2K -57 -2%
LFG
919
Lazard Frères Gestion
France
$1.71M +$124K +250 +8%
HSA
920
HBK Sorce Advisory
Pennsylvania
$1.7M -$68.3K -138 -4%
WC
921
Waterloo Capital
Texas
$1.7M +$367K +741 +29%
CFGS
922
Concourse Financial Group Securities
Alabama
$1.7M -$212K -429 -12%
ONB
923
Old National Bancorp
Indiana
$1.69M +$19.3K +39 +1%
CIC
924
Cornercap Investment Counsel
Georgia
$1.68M -$701K -1,416 -30%
FPCP
925
Fort Point Capital Partners
California
$1.68M -$7.42K -15 -0.5%

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.