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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
CHC
1026
City Holding Co
West Virginia
$1.21M -$148K -299 -11%
LC
1027
Lincoln Capital
Nebraska
$1.21M -$30.2K -61 -3%
FNC
1028
First National Corp
Massachusetts
$1.21M +$9.9K +20 +0.9%
MADR
1029
Milestones Administradora de Recursos
Brazil
$1.2M
AMCA
1030
Arthur M. Cohen & Associates
Illinois
$1.2M
FA
1031
Faithward Advisors
Pennsylvania
$1.2M -$130K -263 -10%
MC
1032
Moors & Cabot
Massachusetts
$1.2M -$1.49K -3 -0.1%
BAAM
1033
Baker Avenue Asset Management
California
$1.2M -$112K -227 -9%
BHWM
1034
Bar Harbor Wealth Management
New Hampshire
$1.19M -$2.47K -5 -0.2%
EH
1035
Equitable Holdings
New York
$1.19M +$118K +239 +12%
AWP
1036
Accretive Wealth Partners
New Jersey
$1.19M -$8.41K -17 -0.7%
AWM
1037
Axxcess Wealth Management
California
$1.19M -$166K -336 -13%
BC
1038
Bowman & Company
Wisconsin
$1.19M +$111K +224 +11%
RAM
1039
Ramirez Asset Management
New York
$1.19M
GA
1040
GSG Advisors
New Jersey
$1.18M +$17.3K +35 +2%
LGA
1041
Lebenthal Global Advisors
New York
$1.17M +$1.12M +2,272 New
SFP
1042
Shepherd Financial Partners
Massachusetts
$1.17M -$51.5K -104 -4%
IIM
1043
Intact Investment Management
Quebec, Canada
$1.17M
FCM
1044
Fortis Capital Management
Washington
$1.16M +$147K +297 +15%
BWM
1045
Brophy Wealth Management
New Hampshire
$1.16M +$1.11M +2,236 New
HR
1046
Howe & Rusling
New York
$1.15M -$66.3K -134 -6%
FIA
1047
Foundations Investment Advisors
Arizona
$1.15M +$47K +95 +4%
WIM
1048
Waverton Investment Management
United Kingdom
$1.14M -$1.36M -2,755 -56%
CAMG
1049
CWA Asset Management Group
Florida
$1.13M +$1.08M +2,188 New
LC
1050
Lindbrook Capital
California
$1.13M +$27.2K +55 +3%

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.