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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
HR
1026
Howe & Rusling
New York
$1.05M +$3K +7 +0.3%
CGA
1027
Channing Global Advisors
Florida
$1.05M
HFA
1028
Harbert Fund Advisors
Alabama
$1.05M -$279K -650 -22%
AMCA
1029
Arthur M. Cohen & Associates
Illinois
$1.04M +$100K +233 +11%
PA
1030
Pinnacle Associates
New York
$1.04M -$106K -246 -10%
MADR
1031
Milestones Administradora de Recursos
Brazil
$1.04M +$1,000K +2,330 New
SAM
1032
Smartleaf Asset Management
Massachusetts
$1.04M +$180K +419 +22%
AWP
1033
Accretive Wealth Partners
New Jersey
$1.04M -$3.43K -8 -0.3%
FNC
1034
First National Corp
Massachusetts
$1.04M
MC
1035
Moors & Cabot
Massachusetts
$1.03M +$110K +256 +12%
BHWM
1036
Bar Harbor Wealth Management
New Hampshire
$1.03M -$4.29K -10 -0.4%
SIM
1037
Sentry Investment Management
Wisconsin
$1.03M -$203K -474 -17%
RAM
1038
Ramirez Asset Management
New York
$1.02M +$368K +858 +60%
MF
1039
Magnetar Financial
Illinois
$1.02M -$3.34M -7,779 -77%
LIG
1040
Lokken Investment Group
Delaware
$1.01M +$123K +287 +14%
GA
1041
GSG Advisors
New Jersey
$1.01M
IIM
1042
Intact Investment Management
Quebec, Canada
$1.01M +$283K +660 +41%
CT
1043
Colonial Trust
South Carolina
$1M +$36.5K +85 +4%
FG
1044
Foster Group
Iowa
$999K +$10.7K +25 +1%
BCM
1045
Bancreek Capital Management
California
$987K -$5.21M -12,140 -85%
PJSIMP
1046
P.J. Schmidt Investment Management (PJS)
Wisconsin
$970K -$38.2K -89 -4%
Members Trust
1047
Members Trust
Florida
$968K -$4.72K -11 -0.5%
BCM
1048
BluePath Capital Management
Georgia
$966K -$146K -340 -14%
MPW
1049
Monterey Private Wealth
California
$966K +$50.6K +118 +6%
SW
1050
SlateStone Wealth
Florida
$963K -$22.7K -53 -2%

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.