S&P Global
SPGI
1,830 hedge funds and large institutions have $115B invested in S&P Global in 2024 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 706 increasing their positions, 697 reducing their positions, and 92 closing their positions.
93% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 92
79% more call options, than puts
Call options by funds: $906M | Put options by funds: $507M
4% more funds holding
Funds holding: 1,767 → 1,830 (+63)
1% more repeat investments, than reductions
Existing positions increased: 706 | Existing positions reduced: 697
2.52% less ownership
Funds ownership: 88.57% → 86.06% (-2.5%)
7% less capital invested
Capital invested by funds: $124B → $115B (-$8.66B)
25% less funds holding in top 10
Funds holding in top 10: 75 → 56 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$269M |
| 2 |
Millennium Management
New York
|
+$214M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$212M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$205M |
| 5 |
Two Sigma Investments
New York
|
+$196M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.45B |
| 2 |
Morgan Stanley
New York
|
-$2.06B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$399M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$352M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$337M |
SPGI Hedge Fund Activity: Q1 2024 in Review
1,830 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2024, worth a combined $115B — down 7% from $124B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new SPGI positions and 92 closed out — a net gain of 86 holders — while 706 added to existing stakes and 697 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $269M. The largest seller was JP Morgan Chase, cutting an estimated $2.45B.
- 1,830 institutional investors held S&P Global (SPGI) as of Q1 2024, up from 1,767 in Q4 2023.
- Funds reported $115B of S&P Global stock for Q1 2024, down 7% quarter-over-quarter.
- 178 funds opened new S&P Global positions in Q1 2024 and 92 closed out, a net change of +86 holders.
- The largest S&P Global buyer in Q1 2024 was Neuberger Berman Group, an estimated $269M added.
- The largest S&P Global seller in Q1 2024 was JP Morgan Chase, an estimated $2.45B sold.
Based on aggregated 13F filings for Q1 2024.