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S&P Global
SPGI

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: 56 → 63 (+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: 1,829 → 1,834 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$674M
2
BlackRock
BlackRock
New York
+$616M
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$587M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$436M
5
Swedbank
Swedbank
Sweden
+$334M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$311M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$279M
3
JP Morgan Chase
JP Morgan Chase
New York
-$266M
4
Citadel Advisors
Citadel Advisors
Florida
-$209M
5
Bessemer Group
Bessemer Group
New Jersey
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
1001
Baker Avenue Asset Management
California
$1.13M +$701K +1,634 +180%
STA
1002
Summit Trail Advisors
New York
$1.13M +$107K +250 +11%
OWA
1003
Outlook Wealth Advisors
Texas
$1.13M +$8.58K +20 +0.8%
GI
1004
GAMMA Investing
California
$1.12M +$259K +604 +32%
WI
1005
Wintrust Investments
Illinois
$1.12M -$9.87K -23 -0.9%
SPC
1006
Spirepoint Private Client
Florida
$1.12M +$74.2K +173 +7%
FFM
1007
Forum Financial Management
Illinois
$1.12M +$4.29K +10 +0.4%
DWP
1008
Daymark Wealth Partners
Ohio
$1.11M -$30K -70 -3%
CWS
1009
Confluence Wealth Services
Pennsylvania
$1.11M +$114K +266 +12%
NS
1010
NBC Securities
Alabama
$1.1M -$57.9K -135 -5%
GJWM
1011
Gilliland Jeter Wealth Management
Arkansas
$1.1M +$858 +2 +0.1%
TSMHT
1012
Thurston Springer Miller Herd & Titak
Indiana
$1.09M +$1.05M +2,449 New
TP
1013
Tranquility Partners
Tennessee
$1.09M +$60.1K +140 +6%
DS
1014
DRW Securities
Illinois
$1.08M -$1.26M -2,930 -55%
CAL
1015
Capital Analysts LLC
Pennsylvania
$1.08M -$6.01K -14 -0.6%
LC
1016
Lincoln Capital
Nebraska
$1.07M – – –
PS
1017
Principal Securities
Iowa
$1.07M -$250K -583 -20%
CAS
1018
CTC Alternative Strategies
Illinois
$1.07M +$1.03M +2,400 New
MHS
1019
M Holdings Securities
Oregon
$1.06M +$1.02M +2,386 New
SWP
1020
Strategic Wealth Partners
Ohio
$1.06M +$87.1K +203 +9%
RPC
1021
Rossmore Private Capital
Connecticut
$1.06M +$3K +7 +0.3%
PWM
1022
Palumbo Wealth Management
New York
$1.06M +$2.15K +5 +0.2%
SFP
1023
Shepherd Financial Partners
Massachusetts
$1.06M -$2.57K -6 -0.3%
BFA
1024
Beaumont Financial Advisors
Massachusetts
$1.06M -$18.4K -43 -2%
WP
1025
Westmount Partners
California
$1.05M – – –
39 40
41
42 43

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.