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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
CI
926
Cigna Investments
Connecticut
$1.68M +$1.49K +3 +0.1%
PCM
927
Penserra Capital Management
California
$1.67M +$854K +1,726 +114%
ACA
928
Aptus Capital Advisors
Alabama
$1.66M +$204K +412 +15%
CVA
929
Central Valley Advisors
California
$1.66M +$37.6K +76 +2%
LSA
930
Leonteq Securities AG
Switzerland
$1.65M +$1.35M +2,730 +587%
CCA
931
Checchi Capital Advisers
California
$1.65M +$32.7K +66 +2%
DWT
932
Dorsey & Whitney Trust
South Dakota
$1.64M +$102K +206 +7%
AWA
933
Aaron Wealth Advisors
Illinois
$1.64M +$113K +228 +8%
CAG
934
Csenge Advisory Group
Florida
$1.63M -$88.1K -178 -5%
LA
935
LVW Advisors
New York
$1.62M +$214K +433 +16%
GCM
936
Geneva Capital Management
Wisconsin
$1.62M -$135K -273 -8%
EWM
937
Empirical Wealth Management
Washington
$1.62M -$67.3K -136 -4%
AIA
938
AIMZ Investment Advisors
California
$1.61M
VFA
939
Voya Financial Advisors
Connecticut
$1.61M -$133K -268 -8%
TNB
940
Thomasville National Bank
Georgia
$1.61M
SAM
941
Smartleaf Asset Management
Massachusetts
$1.6M +$405K +819 +35%
CB
942
Cadence Bank
Mississippi
$1.6M -$53K -107 -3%
AF
943
Advisornet Financial
Minnesota
$1.6M +$109K +221 +8%
BG
944
Bollard Group
Massachusetts
$1.6M
SAG
945
SageView Advisory Group
California
$1.6M -$82.2K -166 -5%
EI
946
Ellevest Inc
New York
$1.59M
BCM
947
Barden Capital Management
Texas
$1.58M +$251K +507 +20%
RWA
948
River Wealth Advisors
Pennsylvania
$1.58M -$66.3K -134 -4%
CNBT
949
Canandaigua National Bank & Trust
New York
$1.58M -$17.8K -36 -1%
BWM
950
BKM Wealth Management
Wisconsin
$1.58M -$15.3K -31 -1%

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.