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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
TFS
1076
Thoroughbred Financial Services
Tennessee
$1.06M
CA
1077
Claro Advisors
Massachusetts
$1.05M -$45K -91 -4%
NAM
1078
NorthCrest Asset Manangement
Minnesota
$1.05M -$14.8K -30 -1%
BFA
1079
Beaumont Financial Advisors
Massachusetts
$1.04M -$171K -346 -15%
MP
1080
McDonald Partners
Ohio
$1.04M +$495 +1 +0%
HFA
1081
Harbert Fund Advisors
Alabama
$1.03M -$173K -350 -15%
EFM
1082
E Fund Management
China
$1.03M +$117K +236 +13%
CAM
1083
Carret Asset Management
New York
$1.03M +$429K +867 +77%
BWM
1084
Baron Wealth Management
Michigan
$1.03M +$57.9K +117 +6%
CWS
1085
Confluence Wealth Services
Pennsylvania
$1.03M -$248K -502 -20%
OQS
1086
Occudo Quantitative Strategies
Florida
$1.03M +$469K +947 +91%
BFM
1087
Boothbay Fund Management
New York
$1.02M +$142K +287 +17%
OWA
1088
Outlook Wealth Advisors
Texas
$1.01M -$282K -570 -23%
FFO
1089
Fiduciary Family Office
Florida
$1.01M -$522K -1,055 -35%
SP
1090
Stonebrook Private
Michigan
$1.01M +$35.6K +72 +4%
FC
1091
Forte Capital
New York
$1.01M -$103K -208 -10%
AC
1092
Avestar Capital
New York
$1M +$70.8K +143 +8%
DCM
1093
Dimension Capital Management
Florida
$1M +$2.97K +6 +0.3%
FCM
1094
FJ Capital Management
Virginia
$1M +$375K +758 +64%
PMA
1095
Prudent Man Advisors
Illinois
$998K +$162K +327 +20%
HCM
1096
Howard Capital Management
Georgia
$996K +$954K +1,928 New
9WM
1097
9258 Wealth Management
Ohio
$994K +$990 +2 +0.1%
TC
1098
Trium Capital
United Kingdom
$988K -$1.26M -2,541 -57%
CP
1099
CenterBook Partners
Connecticut
$987K +$946K +1,911 New
SQA
1100
Simon Quick Advisors
New Jersey
$985K +$93.5K +189 +11%

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.