We are live on ! Find out more
SPGI icon

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
CG
1126
Cynosure Group
Utah
$770K +$59.6K +139 +9%
SQA
1127
Simon Quick Advisors
New Jersey
$766K +$120K +279 +19%
LCM
1128
Legato Capital Management
California
$765K -$247K -575 -25%
SFSG
1129
Sound Financial Strategies Group
Mississippi
$762K +$433K +1,009 +144%
FMLI
1130
Fukoku Mutual Life Insurance
Japan
$758K
IDBONY
1131
Israel Discount Bank of New York
New York
$758K
WPC
1132
Waters Parkerson & Co
Louisiana
$758K -$6.43K -15 -0.9%
FDCP
1133
Foster Dykema Cabot & Partners
Massachusetts
$757K
MCM
1134
Mendel Capital Management
Arkansas
$757K -$19.7K -46 -3%
FFS
1135
Founders Financial Securities
Maryland
$752K +$28.3K +66 +4%
BFM
1136
Boothbay Fund Management
New York
$750K -$342K -797 -32%
AIM
1137
Arcadia Investment Management
Michigan
$749K
SB
1138
Sunflower Bank
Texas
$743K -$38.2K -89 -5%
SIG
1139
Stonegate Investment Group
Alabama
$743K +$79.8K +186 +13%
LWAM
1140
Legacy Wealth Asset Management
Minnesota
$739K -$1.17M -2,736 -62%
EAM
1141
Eschler Asset Management
United Kingdom
$734K +$706K +1,645 New
FNBT
1142
FineMark National Bank & Trust
Florida
$730K +$43.8K +102 +7%
JSSH
1143
J. Safra Sarasin Holding
$726K +$698K +1,627 New
NW
1144
NewEdge Wealth
Pennsylvania
$725K -$105K -244 -13%
SC
1145
Sepio Capital
Utah
$721K -$429 -1 -0.1%
PP
1146
PDS Planning
Ohio
$719K -$31.3K -73 -4%
IFWM
1147
Institute for Wealth Management
Colorado
$716K -$38.2K -89 -5%
ACM
1148
Advisors Capital Management
New Jersey
$716K +$87.5K +204 +15%
PMA
1149
Prudent Man Advisors
Illinois
$716K +$24K +56 +4%
MA
1150
Mutual Advisors
Nebraska
$715K -$5.15K -12 -0.8%

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.