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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
Balyasny Asset Management
926
Balyasny Asset Management
Illinois
$1.5M -$2.19M -5,112 -60%
QCG
927
Quadrant Capital Group
Ohio
$1.49M -$73.4K -171 -5%
WHCI
928
W.H. Cornerstone Investments
Massachusetts
$1.49M -$77.7K -181 -5%
MWS
929
Maxwell Wealth Strategies
California
$1.48M +$5.58K +13 +0.4%
CAG
930
Csenge Advisory Group
Florida
$1.47M +$41.2K +96 +3%
NPA
931
Nichols & Pratt Advisers
Massachusetts
$1.46M -$42.9K -100 -3%
EWM
932
Empirical Wealth Management
Washington
$1.46M +$138K +321 +11%
FPCP
933
Fort Point Capital Partners
California
$1.46M -$16.7K -39 -1%
SAG
934
SageView Advisory Group
California
$1.45M +$1.4M +3,257 New
CI
935
Cigna Investments
Connecticut
$1.45M -$57.9K -135 -4%
ONB
936
Old National Bancorp
Indiana
$1.44M -$103K -239 -7%
CB
937
Cadence Bank
Mississippi
$1.43M -$9.87K -23 -0.7%
RWA
938
River Wealth Advisors
Pennsylvania
$1.43M +$2.15K +5 +0.2%
TPW
939
Transatlantique Private Wealth
New York
$1.42M +$54.1K +126 +4%
VIG
940
Vienna Insurance Group
Poland
$1.42M +$145K +337 +12%
WSFS
941
Wilmington Savings Fund Society
Delaware
$1.41M
LCM
942
Laurion Capital Management
New York
$1.41M -$27.6M -64,422 -95%
BHPW
943
Beverly Hills Private Wealth
California
$1.4M -$86.7K -202 -6%
AIM
944
Anchor Investment Management
South Carolina
$1.4M -$36.5K -85 -3%
CCA
945
Checchi Capital Advisers
California
$1.39M +$12K +28 +0.9%
AIA
946
AIMZ Investment Advisors
California
$1.39M
BJL
947
Brighton Jones LLC
Washington
$1.39M +$45.9K +107 +4%
TNB
948
Thomasville National Bank
Georgia
$1.39M
CNBT
949
Canandaigua National Bank & Trust
New York
$1.38M -$4.29K -10 -0.3%
BG
950
Bollard Group
Massachusetts
$1.38M +$459K +1,071 +53%

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.