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
ACI
1176
Alpha Cubed Investments
California
$663K +$10.7K +25 +2%
HPM
1177
Hoxton Planning & Management
West Virginia
$663K +$10.7K +25 +2%
PPC
1178
Park Place Capital
Alabama
$663K +$173K +403 +37%
TF
1179
Threadgill Financial
Texas
$662K +$36K +84 +6%
CPW
1180
Crestmont Private Wealth
Texas
$659K +$96.5K +225 +18%
FMWA
1181
Forvis Mazars Wealth Advisors
Missouri
$652K +$366K +852 +139%
OWP
1182
Obermeyer Wealth Partners
Colorado
$652K +$198K +461 +46%
MGIA
1183
Moneta Group Investment Advisors
Missouri
$650K +$56.2K +131 +10%
VCA
1184
Verdence Capital Advisors
Maryland
$649K +$14.2K +33 +2%
NHT
1185
New Hampshire Trust
New Hampshire
$646K
JWCA
1186
J.W. Coons Advisors
Ohio
$644K
KCM
1187
Kendall Capital Management
Maryland
$640K -$32.2K -75 -5%
SI
1188
Seeds Investor
New York
$639K +$168K +392 +38%
BWP
1189
Balboa Wealth Partners
Arizona
$639K -$181K -423 -23%
AT
1190
American Trust
Kentucky
$637K +$613K +1,429 New
NA
1191
Navellier & Associates
Nevada
$636K
SMA
1192
Sage Mountain Advisors
Georgia
$630K +$164K +383 +37%
BFA
1193
Buttonwood Financial Advisors
Maryland
$630K -$5.58K -13 -0.9%
NHC
1194
Nicholas Hoffman & Company
Georgia
$629K +$3K +7 +0.5%
CWM
1195
Circle Wealth Management
New Jersey
$622K -$132K -308 -18%
PAS
1196
Point72 Asia (Singapore)
Singapore
$620K -$1.41M -3,278 -70%
HT
1197
Heritage Trust
Oklahoma
$620K -$327K -762 -35%
CCG
1198
Catalina Capital Group
California
$620K +$19.3K +45 +3%
RWPA
1199
Richard W. Paul & Associates
Michigan
$619K +$31.3K +73 +6%
LFAS
1200
Level Four Advisory Services
Texas
$618K +$80.2K +187 +16%

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.