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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
MA
1176
Mutual Advisors
Nebraska
$792K +$72.3K +146 +10%
HW
1177
Hancock Whitney
Mississippi
$791K +$7.42K +15 +1%
OHWP
1178
Oak Harbor Wealth Partners
North Carolina
$790K -$990 -2 -0.1%
SIG
1179
Stonegate Investment Group
Alabama
$790K -$68.3K -138 -8%
CA
1180
Continuum Advisory
Idaho
$788K +$9.9K +20 +1%
BMCM
1181
Bryn Mawr Capital Management
Pennsylvania
$781K -$16.3K -33 -2%
AF
1182
Allworth Financial
California
$778K -$139K -281 -16%
MLA
1183
My Legacy Advisors
Oregon
$776K -$143K -288 -16%
ITFISA
1184
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$775K
FMLI
1185
Fukoku Mutual Life Insurance
Japan
$773K -$100K -203 -12%
HH
1186
HWG Holdings
Texas
$773K +$710K +1,435 +2,352%
CCG
1187
Catalina Capital Group
California
$772K +$52.5K +106 +8%
MCA
1188
Magnolia Capital Advisors
Mississippi
$771K +$1.49K +3 +0.2%
NRW
1189
Nova R Wealth
Kansas
$771K
CBT
1190
CoreFirst Bank & Trust
Kansas
$770K -$39.6K -80 -5%
ACM
1191
Advisors Capital Management
New Jersey
$769K -$58.4K -118 -7%
ST
1192
Smithfield Trust
Pennsylvania
$766K +$115K +233 +19%
FAFN
1193
First Affirmative Financial Network
Colorado
$764K +$89.1K +180 +14%
CCA
1194
Conestoga Capital Advisors
Pennsylvania
$763K -$284K -574 -28%
ACI
1195
Alpha Cubed Investments
California
$760K -$7.42K -15 -1%
OWP
1196
Obermeyer Wealth Partners
Colorado
$756K
BWP
1197
Balboa Wealth Partners
Arizona
$752K +$11.9K +24 +2%
FMWA
1198
Forvis Mazars Wealth Advisors
Missouri
$751K -$4.95K -10 -0.7%
NHT
1199
New Hampshire Trust
New Hampshire
$749K
OWA
1200
One Wealth Advisors
California
$744K -$3.96K -8 -0.6%

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.