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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
FC
1051
Forte Capital
New York
$962K +$6.01K +14 +0.7%
RCAG
1052
Rehmann Capital Advisory Group
Michigan
$960K +$9.44K +22 +1%
IBOK
1053
Independence Bank of Kentucky
Kentucky
$960K +$75.1K +175 +9%
FIA
1054
Foundations Investment Advisors
Arizona
$951K +$9.44K +22 +1%
IWM
1055
IHT Wealth Management
Illinois
$950K +$38.2K +89 +4%
LC
1056
Lindbrook Capital
California
$947K -$20.6K -48 -2%
CA
1057
Claro Advisors
Massachusetts
$946K -$16.7K -39 -2%
KHCM
1058
Kirtland Hills Capital Management
Ohio
$942K +$858 +2 +0.1%
CFFP
1059
Center for Financial Planning
Michigan
$940K
BIG
1060
Brooklyn Investment Group
New York
$932K
BC
1061
Bowman & Company
Wisconsin
$927K +$49.3K +115 +6%
EH
1062
Equitable Holdings
New York
$923K +$50.6K +118 +6%
WA
1063
Waverly Advisors
Alabama
$921K +$155K +362 +21%
NAM
1064
NorthCrest Asset Manangement
Minnesota
$918K +$27.9K +65 +3%
PD
1065
Point72 (DIFC)
United Arab Emirates
$916K -$18.3M -42,698 -95%
CCA
1066
Conestoga Capital Advisors
Pennsylvania
$914K -$280K -652 -24%
TFS
1067
Thoroughbred Financial Services
Tennessee
$911K +$877K +2,044 New
MP
1068
McDonald Partners
Ohio
$900K +$27.9K +65 +3%
VEA
1069
Virtus ETF Advisers
New York
$889K +$127K +296 +17%
GFP
1070
Gryphon Financial Partners
Ohio
$882K -$76.4K -178 -8%
IAS
1071
Insigneo Advisory Services
Florida
$879K +$127K +297 +19%
FCM
1072
Fortis Capital Management
Washington
$870K -$3.2M -7,459 -79%
DCM
1073
Dimension Capital Management
Florida
$864K -$48.9K -114 -6%
TAM
1074
Townsend Asset Management
North Carolina
$862K
9WM
1075
9258 Wealth Management
Ohio
$858K +$39.5K +92 +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.