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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
LCWP
1076
Legacy Capital Wealth Partners
Arkansas
$857K +$825K +1,922 New
AF
1077
Allworth Financial
California
$857K +$96.5K +225 +14%
FW
1078
FullCircle Wealth
Texas
$852K +$759K +1,768 New
GWAM
1079
Guardian Wealth Advisors (Minnesota)
Minnesota
$845K -$16.7K -39 -2%
SPC
1080
Sigma Planning Corp
Michigan
$842K
HH
1081
Hilltop Holdings
Texas
$842K -$974K -2,270 -55%
MW
1082
Marcum Wealth
Ohio
$842K +$22.3K +52 +3%
CI
1083
Conning Inc
Connecticut
$839K +$7.29K +17 +0.9%
FAIM
1084
Financial Advocates Investment Management
Washington
$839K +$51.5K +120 +7%
SP
1085
Stonebrook Private
Michigan
$838K +$90.5K +211 +13%
DTC
1086
Davidson Trust Company
Washington
$838K +$90.5K +211 +13%
WPW
1087
Waldron Private Wealth
Pennsylvania
$837K +$5.58K +13 +0.7%
FAM
1088
Formidable Asset Management
Ohio
$836K -$118K -274 -13%
BWM
1089
Baron Wealth Management
Michigan
$834K +$104K +242 +15%
TW
1090
TrinityPoint Wealth
Connecticut
$830K +$5.15K +12 +0.6%
BBP
1091
Banco BTG Pactual
Brazil
$824K +$384K +894 +111%
RSC
1092
Red Spruce Capital
Pennsylvania
$823K -$34.8K -81 -4%
ECA
1093
Elevated Capital Advisors
Utah
$822K +$87.1K +203 +12%
PPWP
1094
Premier Path Wealth Partners
New Jersey
$819K +$90.5K +211 +13%
MWP
1095
Meridian Wealth Partners
Pennsylvania
$819K +$10.3K +24 +1%
LIM
1096
Leavell Investment Management
Alabama
$812K +$181K +421 +30%
RCM
1097
Radnor Capital Management
Pennsylvania
$811K
CI
1098
CX Institutional
Indiana
$807K +$19.7K +46 +3%
GL
1099
Graypoint LLC
New York
$807K +$103K +240 +15%
TAM
1100
Trillium Asset Management
Massachusetts
$805K

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.