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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
ECM
976
Evergreen Capital Management
Washington
$1.23M +$109K +254 +10%
ECM
977
Exchange Capital Management
Michigan
$1.23M -$38.6K -90 -3%
QI
978
Qtron Investments
Massachusetts
$1.22M
CA
979
Commerzbank Aktiengesellschaft
Germany
$1.22M +$228K +531 +24%
AAF
980
Andra AP-fonden
Sweden
$1.21M +$1.16M +2,712 New
LA
981
LVW Advisors
New York
$1.21M +$550K +1,283 +90%
SC
982
Syon Capital
California
$1.2M +$53.6K +125 +5%
LF
983
Lee Financial
Texas
$1.2M -$63.9K -149 -5%
GSEP
984
Golden State Equity Partners
California
$1.2M +$1.15M +2,684 New
Parallax Volatility Advisers
985
Parallax Volatility Advisers
California
$1.2M -$59.2K -138 -5%
WS
986
Wedbush Securities
California
$1.19M -$717K -1,671 -39%
LFG
987
Lazard Frères Gestion
France
$1.19M +$142K +330 +12%
RI
988
Redwood Investments
Massachusetts
$1.18M -$105K -244 -8%
CHC
989
City Holding Co
West Virginia
$1.18M +$42.9K +100 +4%
FCP
990
Fidelis Capital Partners
Florida
$1.18M +$336K +783 +47%
AWM
991
Axxcess Wealth Management
California
$1.18M +$250K +582 +28%
BB
992
Bell Bank
North Dakota
$1.17M -$235K -547 -17%
FA
993
Faithward Advisors
Pennsylvania
$1.15M +$48.9K +114 +5%
CGL
994
Clarius Group LLC
Washington
$1.15M -$54.5K -127 -5%
FLPIM
995
F.L. Putnam Investment Management
Massachusetts
$1.15M +$12.9K +30 +1%
MFGM
996
Marshall Financial Group (Maryland)
Maryland
$1.15M -$17.2K -40 -2%
BCM
997
Barden Capital Management
Texas
$1.14M +$1.1M +2,560 New
WC
998
Waterloo Capital
Texas
$1.14M +$744K +1,735 +212%
LGF
999
LGT Group Foundation
Liechtenstein
$1.14M +$118K +274 +12%
SFCL
1000
Strengthening Families & Communities LLC
Massachusetts
$1.13M +$52.3K +122 +5%

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.