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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
WC
1201
Woodstock Corp
Massachusetts
$739K -$155K -313 -18%
NWMG
1202
Nicholson Wealth Management Group
South Carolina
$737K +$706K +1,427 New
IAS
1203
Insigneo Advisory Services
Florida
$737K -$216K -437 -23%
NA
1204
Navellier & Associates
Nevada
$737K
MWM
1205
Mattern Wealth Management
Kansas
$735K -$1.08M -2,192 -61%
ACM
1206
Allred Capital Management
Texas
$731K +$34.1K +69 +5%
JWCA
1207
J.W. Coons Advisors
Ohio
$729K -$15.3K -31 -2%
CW
1208
CreativeOne Wealth
Kansas
$729K +$242K +490 +53%
PFG
1209
PAX Financial Group
Texas
$728K -$51K -103 -7%
VCA
1210
Verdence Capital Advisors
Maryland
$728K -$22.8K -46 -3%
QWP
1211
Quotient Wealth Partners
Texas
$727K -$53.9K -109 -7%
NP
1212
Ninepoint Partners
Ontario, Canada
$726K -$96K -194 -12%
TPI
1213
Trust Point Inc
Wisconsin
$725K +$9.9K +20 +1%
KCM
1214
Kendall Capital Management
Maryland
$723K -$17.3K -35 -2%
RA
1215
RiverPark Advisors
New York
$721K +$4.95K +10 +0.7%
BC
1216
Burney Company
Virginia
$718K +$12.4K +25 +2%
BFA
1217
Buttonwood Financial Advisors
Maryland
$717K -$11.4K -23 -2%
FI
1218
Finivi Inc
Massachusetts
$715K +$365K +738 +114%
NGA
1219
Naples Global Advisors
Florida
$710K
KP
1220
Keel Point
Alabama
$709K +$54.9K +111 +9%
PPC
1221
Park Place Capital
Alabama
$704K -$61.4K -124 -8%
AFG
1222
Argent Financial Group
Louisiana
$698K +$669K +1,352 New
MFIM
1223
Mesirow Financial Investment Management
Illinois
$698K +$62.9K +127 +10%
TAM
1224
Townsend Asset Management
North Carolina
$697K -$289K -583 -30%
RWPA
1225
Richard W. Paul & Associates
Michigan
$695K -$20.8K -42 -3%

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.