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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
IWM
1001
IHT Wealth Management
Illinois
$1.31M +$221K +447 +21%
VWM
1002
Venturi Wealth Management
Texas
$1.31M -$152K -307 -11%
SPC
1003
Spirepoint Private Client
Florida
$1.31M +$7.92K +16 +0.6%
Parallax Volatility Advisers
1004
Parallax Volatility Advisers
California
$1.3M -$80.2K -162 -6%
AT
1005
American Trust
Kentucky
$1.3M +$539K +1,089 +76%
FFM
1006
Forum Financial Management
Illinois
$1.29M
CA
1007
Commerzbank Aktiengesellschaft
Germany
$1.29M -$109K -221 -8%
CGL
1008
Clarius Group LLC
Washington
$1.29M -$38.1K -77 -3%
BIG
1009
Brooklyn Investment Group
New York
$1.28M +$148K +299 +14%
SIM
1010
Sentry Investment Management
Wisconsin
$1.27M +$74.2K +150 +6%
GJWM
1011
Gilliland Jeter Wealth Management
Arkansas
$1.27M +$495 +1 +0%
DWP
1012
Daymark Wealth Partners
Ohio
$1.27M -$20.3K -41 -2%
NS
1013
NBC Securities
Alabama
$1.26M -$13.4K -27 -1%
GFP
1014
Gryphon Financial Partners
Ohio
$1.24M +$211K +427 +22%
TP
1015
Tranquility Partners
Tennessee
$1.24M -$24.7K -50 -2%
AG
1016
AlTi Global
New York
$1.23M -$327K -660 -22%
WP
1017
Westmount Partners
California
$1.23M +$7.42K +15 +0.6%
WS
1018
Wedbush Securities
California
$1.23M -$143K -289 -11%
BB
1019
Bell Bank
North Dakota
$1.23M -$119K -241 -9%
RPC
1020
Rossmore Private Capital
Connecticut
$1.23M
PWM
1021
Palumbo Wealth Management
New York
$1.23M +$1.98K +4 +0.2%
MSFS
1022
Main Street Financial Solutions
Pennsylvania
$1.23M -$1.65M -3,337 -58%
IFU
1023
iSAM Funds (UK)
United Kingdom
$1.22M +$1.17M +2,371 New
MC
1024
Maverick Capital
Texas
$1.22M +$1.17M +2,356 New
CGA
1025
Channing Global Advisors
Florida
$1.21M -$4.45K -9 -0.4%

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.