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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
EFG
1051
Everhart Financial Group
Ohio
$1.12M +$194K +391 +22%
MPW
1052
Monterey Private Wealth
California
$1.12M +$1.49K +3 +0.1%
Members Trust
1053
Members Trust
Florida
$1.12M -$1.49K -3 -0.1%
FG
1054
Foster Group
Iowa
$1.12M -$38.1K -77 -3%
KA
1055
Kerrisdale Advisers
Florida
$1.12M -$4.62M -9,343 -81%
IBOK
1056
Independence Bank of Kentucky
Kentucky
$1.11M +$2.97K +6 +0.3%
SW
1057
SlateStone Wealth
Florida
$1.11M -$2.47K -5 -0.2%
PA
1058
Pinnacle Associates
New York
$1.11M +$91.1K +184 +8%
BC
1059
Bridgefront Capital
Texas
$1.11M +$1.06M +2,143 New
NWM
1060
Napa Wealth Management
California
$1.1M +$1.05M +2,131 New
PJSIMP
1061
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.09M -$27.2K -55 -3%
PK
1062
Pflug Koory
Nebraska
$1.09M +$1.05M +2,118 New
DFCM
1063
Dark Forest Capital Management
Puerto Rico
$1.09M +$455K +920 +77%
KHCM
1064
Kirtland Hills Capital Management
Ohio
$1.09M +$1.98K +4 +0.2%
SC
1065
Skylands Capital
Wisconsin
$1.09M -$772K -1,560 -42%
AAF
1066
Andra AP-fonden
Sweden
$1.09M -$297K -600 -22%
GL
1067
Graypoint LLC
New York
$1.09M +$149K +301 +17%
CFFP
1068
Center for Financial Planning
Michigan
$1.09M
RCAG
1069
Rehmann Capital Advisory Group
Michigan
$1.08M -$27.7K -56 -3%
AWA
1070
Arkadios Wealth Advisors
Georgia
$1.08M +$182K +367 +21%
DTC
1071
Davidson Trust Company
Washington
$1.08M +$104K +210 +11%
CT
1072
Colonial Trust
South Carolina
$1.07M -$81.7K -165 -7%
JF
1073
Jump Financial
Illinois
$1.07M -$15M -30,246 -94%
GCP
1074
GSA Capital Partners
United Kingdom
$1.06M -$787K -1,591 -44%
LF
1075
Lee Financial
Texas
$1.06M -$313K -633 -24%

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.