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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
UAS
951
United Asset Strategies
New York
$1.58M +$64.3K +130 +4%
AIM
952
Anchor Investment Management
South Carolina
$1.57M -$45.5K -92 -3%
BJL
953
Brighton Jones LLC
Washington
$1.57M -$39.6K -80 -3%
GI
954
GAMMA Investing
California
$1.57M +$256K +518 +21%
WF
955
WoodTrust Financial
Wisconsin
$1.56M
TWM
956
Thrive Wealth Management
Pennsylvania
$1.55M -$4.45K -9 -0.3%
BPAMU
957
BTG Pactual Asset Management US
New York
$1.53M -$1.7M -3,429 -54%
PA
958
Procyon Advisors
Connecticut
$1.51M -$3.46K -7 -0.2%
GAG
959
GM Advisory Group
New York
$1.51M +$990 +2 +0.1%
HCM
960
Highview Capital Management
Illinois
$1.5M +$29.7K +60 +2%
WHCI
961
W.H. Cornerstone Investments
Massachusetts
$1.5M -$217K -439 -13%
PWPS
962
Pinnacle Wealth Planning Services
Ohio
$1.49M -$19.8K -40 -1%
RWB
963
RMR Wealth Builders
New Jersey
$1.48M -$71.3K -144 -5%
JCM
964
Jacobi Capital Management
Pennsylvania
$1.48M +$1.49K +3 +0.1%
GSC
965
Ground Swell Capital
South Carolina
$1.47M +$1.41M +2,846 New
ECM
966
Evergreen Capital Management
Washington
$1.46M +$37.6K +76 +3%
QPBE
967
Quintet Private Bank (Europe)
Luxembourg
$1.46M +$197K +398 +16%
IIA
968
IPG Investment Advisors
California
$1.45M +$1.39M +2,805 New
FFM
969
Fullerton Fund Management
Singapore
$1.45M +$1.04M +2,095 +298%
AWCI
970
Alpine Woods Capital Investors
New York
$1.44M -$400K -808 -22%
LGF
971
LGT Group Foundation
Liechtenstein
$1.43M +$114K +231 +9%
KWM
972
Keebeck Wealth Management
Illinois
$1.43M -$19.8K -40 -1%
CAL
973
Capital Analysts LLC
Pennsylvania
$1.43M +$165K +333 +14%
VIG
974
Vienna Insurance Group
Poland
$1.42M -$211K -427 -13%
TPW
975
Transatlantique Private Wealth
New York
$1.41M -$245K -495 -15%

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.