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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
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$202M +$64.4M +150,131 +50%
Allspring Global Investments
102
Allspring Global Investments
North Carolina
$198M -$1.59M -3,714 -0.8%
SFFS
103
Stonehage Fleming Financial Services
Jersey
$196M +$48.2M +112,408 +34%
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$190M +$87.4M +203,692 +92%
BMSSC
105
B. Metzler seel. Sohn & Co
Germany
$189M +$59.9M +139,611 +49%
Citigroup
106
Citigroup
New York
$184M +$32.7M +76,111 +23%
AllianceBernstein
107
AllianceBernstein
Tennessee
$183M -$4.25M -9,897 -2%
Aviva
108
Aviva
United Kingdom
$183M +$16.7M +38,878 +10%
Holocene Advisors
109
Holocene Advisors
New York
$183M +$25.8M +60,045 +17%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$181M -$34.8M -81,209 -17%
ACP
111
Atalan Capital Partners
New York
$181M -$2.15M -5,000 -1%
IIP
112
Intermede Investment Partners
United Kingdom
$177M -$11.3M -26,446 -6%
SEI Investments
113
SEI Investments
Pennsylvania
$176M -$6.62M -15,433 -4%
Prudential Financial
114
Prudential Financial
New Jersey
$174M -$93.6M -218,159 -36%
Marshall Wace
115
Marshall Wace
United Kingdom
$174M +$37.5M +87,301 +29%
CG
116
Carmignac Gestion
France
$173M -$31.7M -73,968 -16%
DDC
117
DF Dent & Co
Maryland
$173M -$5.18M -12,074 -3%
MMH
118
Menora Mivtachim Holdings
Israel
$172M +$4.21M +9,810 +3%
TG
119
TCW Group
California
$171M +$3.96M +9,226 +2%
HTC
120
Haverford Trust Company
Pennsylvania
$171M -$3.48M -8,103 -2%
PAM
121
PineStone Asset Management
Quebec, Canada
$169M +$39.1M +91,237 +32%
Principal Financial Group
122
Principal Financial Group
Iowa
$156M -$165M -385,691 -52%
OAC
123
OMERS Administration Corp
Ontario, Canada
$151M -$35.6M -82,991 -20%
Two Sigma Investments
124
Two Sigma Investments
New York
$144M -$56.8M -132,458 -29%
Robeco Institutional Asset Management
125
Robeco Institutional Asset Management
Netherlands
$143M -$9.45M -22,030 -6%

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.