We are live on ! Find out more
SPGI icon

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
FFS
1126
Founders Financial Securities
Maryland
$905K +$33.2K +67 +4%
OWA
1127
Opal Wealth Advisors
New York
$905K
RSC
1128
Red Spruce Capital
Pennsylvania
$902K -$49K -99 -5%
AWM
1129
Aspire Wealth Management
Massachusetts
$898K
MCM
1130
Mendel Capital Management
Arkansas
$898K +$20.8K +42 +2%
CM
1131
Columbus Macro
Pennsylvania
$898K -$15.8K -32 -2%
TW
1132
TrinityPoint Wealth
Connecticut
$888K -$70.8K -143 -8%
TW
1133
TritonPoint Wealth
Maryland
$888K -$15.8K -32 -2%
LCM
1134
Legato Capital Management
California
$886K
NFSG
1135
Newbridge Financial Services Group
Florida
$884K +$517K +1,044 +157%
EFL
1136
ERn Financial LLC
Wisconsin
$880K -$17.8K -36 -2%
MOS
1137
MGO One Seven
Ohio
$880K -$48K -97 -5%
HBS
1138
Howard Bailey Securities
Indiana
$880K +$843K +1,704 New
IDBONY
1139
Israel Discount Bank of New York
New York
$878K
WPC
1140
Waters Parkerson & Co
Louisiana
$878K
DT
1141
Diversified Trust
Tennessee
$873K +$243K +492 +41%
FW
1142
FullCircle Wealth
Texas
$872K +$10.4K +21 +1%
WLG
1143
Williamson Legacy Group
Indiana
$869K +$832K +1,682 New
PP
1144
PDS Planning
Ohio
$868K +$33.7K +68 +4%
AIM
1145
Arcadia Investment Management
Michigan
$868K
CP
1146
Covenant Partners
Tennessee
$867K +$48.5K +98 +6%
MCI
1147
MRP Capital Investments
Georgia
$866K -$60.4K -122 -7%
TF
1148
Threadgill Financial
Texas
$864K +$93K +188 +13%
FAM
1149
Formidable Asset Management
Ohio
$861K -$103K -208 -11%
SB
1150
Sunflower Bank
Texas
$859K -$1.98K -4 -0.2%

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.