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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
FNBT
1151
FineMark National Bank & Trust
Florida
$856K +$9.9K +20 +1%
PAS
1152
Point72 Asia (Singapore)
Singapore
$856K +$132K +267 +19%
JCM
1153
Jacobsen Capital Management
Utah
$853K -$44K -89 -5%
GA
1154
Geller Advisors
New York
$852K -$622K -1,256 -43%
MI
1155
Motiv8 Investments
Florida
$847K +$28.7K +58 +4%
LWAM
1156
Legacy Wealth Asset Management
Minnesota
$846K -$8.91K -18 -1%
JSSH
1157
J. Safra Sarasin Holding
$841K
SC
1158
Sepio Capital
Utah
$836K +$495 +1 +0.1%
SFSG
1159
Sound Financial Strategies Group
Mississippi
$830K -$50.5K -102 -6%
IFWM
1160
Institute for Wealth Management
Colorado
$829K -$990 -2 -0.1%
BIC
1161
Beach Investment Counsel
Pennsylvania
$827K
CG
1162
Cynosure Group
Utah
$826K -$63.8K -129 -7%
VAS
1163
Vestmark Advisory Solutions
Massachusetts
$826K +$136K +275 +21%
RZH
1164
Relyea Zuckerberg Hanson
Connecticut
$824K +$48.5K +98 +7%
GIA
1165
Gladstone Institutional Advisory
Florida
$822K +$305K +616 +63%
RL
1166
Retireful LLC
Michigan
$817K +$782K +1,581 New
MIM
1167
Moseley Investment Management
Florida
$812K +$990 +2 +0.1%
ACM
1168
Aster Capital Management
United Arab Emirates
$812K +$777K +1,571 New
CPW
1169
Crestmont Private Wealth
Texas
$805K +$40.1K +81 +5%
IIC
1170
Ironwood Investment Counsel
Arizona
$804K -$11.4K -23 -1%
FF
1171
Friedenthal Financial
New Jersey
$803K +$769K +1,554 New
SMA
1172
Sage Mountain Advisors
Georgia
$798K +$65.3K +132 +9%
ST
1173
Spinnaker Trust
Maine
$797K +$19.8K +40 +3%
HPM
1174
Hoxton Planning & Management
West Virginia
$797K +$27.2K +55 +4%
PA
1175
Prossimo Advisors
California
$792K +$5.44K +11 +0.7%

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.