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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
BIC
1151
Beach Investment Counsel
Pennsylvania
$714K
NP
1152
Ninepoint Partners
Ontario, Canada
$714K -$75.9K -177 -10%
OWA
1153
One Wealth Advisors
California
$708K +$20.6K +48 +3%
MI
1154
Motiv8 Investments
Florida
$706K +$85.8K +200 +14%
CP
1155
Covenant Partners
Tennessee
$705K
IIC
1156
Ironwood Investment Counsel
Arizona
$705K +$3.43K +8 +0.5%
CBT
1157
CoreFirst Bank & Trust
Kansas
$700K -$10.3K -24 -2%
MIM
1158
Moseley Investment Management
Florida
$700K
FBT
1159
First Bankers Trust
Kentucky
$698K +$46.3K +108 +7%
BMCM
1160
Bryn Mawr Capital Management
Pennsylvania
$689K +$8.58K +20 +1%
OHWP
1161
Oak Harbor Wealth Partners
North Carolina
$683K +$3K +7 +0.5%
CA
1162
Continuum Advisory
Idaho
$680K +$5.58K +13 +0.9%
PA
1163
Prossimo Advisors
California
$679K +$81.5K +190 +14%
QWP
1164
Quotient Wealth Partners
Texas
$676K -$289K -673 -31%
HW
1165
Hancock Whitney
Mississippi
$676K -$2.15K -5 -0.3%
PCM
1166
Penserra Capital Management
California
$675K +$9.01K +21 +1%
PFG
1167
PAX Financial Group
Texas
$675K -$12.9K -30 -2%
BI
1168
BlueSpruce Investments
Illinois
$674K +$648K +1,511 New
ST
1169
Spinnaker Trust
Maine
$670K
CCM
1170
Campbell Capital Management
Florida
$669K +$644K +1,500 New
ITFISA
1171
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$669K
RZH
1172
Relyea Zuckerberg Hanson
Connecticut
$667K +$38.6K +90 +6%
NRW
1173
Nova R Wealth
Kansas
$665K
C
1174
Certuity
Florida
$665K -$22.7K -53 -3%
MCA
1175
Magnolia Capital Advisors
Mississippi
$664K -$239K -558 -27%

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.