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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
WPW
1101
Waldron Private Wealth
Pennsylvania
$977K +$7.42K +15 +0.8%
MW
1102
Marcum Wealth
Ohio
$974K -$495 -1 -0.1%
WA
1103
Waverly Advisors
Alabama
$973K -$90.1K -182 -9%
GWAM
1104
Guardian Wealth Advisors (Minnesota)
Minnesota
$973K -$5.94K -12 -0.6%
RCA
1105
Roberts Capital Advisors
Colorado
$968K
ECA
1106
Elevated Capital Advisors
Utah
$968K +$15.3K +31 +2%
GWM
1107
Geneos Wealth Management
Colorado
$955K +$856K +1,729 +1,429%
FAIM
1108
Financial Advocates Investment Management
Washington
$955K -$16.8K -34 -2%
PPWP
1109
Premier Path Wealth Partners
New Jersey
$954K +$4.95K +10 +0.5%
RIA
1110
Realta Investment Advisors
Delaware
$951K +$892K +1,802 New
LCM
1111
Landscape Capital Management
New Jersey
$950K -$1.06M -2,133 -54%
MWP
1112
Meridian Wealth Partners
Pennsylvania
$945K -$2.97K -6 -0.3%
LIM
1113
Leavell Investment Management
Alabama
$944K +$3.96K +8 +0.4%
CI
1114
CX Institutional
Indiana
$943K +$7.92K +16 +0.9%
RCM
1115
Radnor Capital Management
Pennsylvania
$939K
TPCW
1116
TD Private Client Wealth
New York
$935K +$4.45K +9 +0.5%
VEA
1117
Virtus ETF Advisers
New York
$934K -$91.6K -185 -9%
TAM
1118
Trillium Asset Management
Massachusetts
$933K
FDCP
1119
Foster Dykema Cabot & Partners
Massachusetts
$932K +$53K +107 +6%
CT
1120
Chicago Trust
Illinois
$919K -$6.43K -13 -0.7%
SI
1121
Seeds Investor
New York
$917K +$169K +342 +24%
GAM
1122
Griffin Asset Management
New York
$917K -$495 -1 -0.1%
VT
1123
Vise Technologies
New York
$913K +$565K +1,141 +182%
DLA
1124
Douglas Lane & Associates
New York
$907K -$14.8K -30 -2%
IIM
1125
Ironwood Investment Management
Massachusetts
$907K -$990 -2 -0.1%

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.