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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
BMSSC
101
B. Metzler seel. Sohn & Co
Germany
$225M +$6.34M +12,806 +3%
SFFS
102
Stonehage Fleming Financial Services
Jersey
$225M -$2.02M -4,083 -0.9%
Nordea Investment Management
103
Nordea Investment Management
Sweden
$223M -$20.3M -40,969 -9%
ProShare Advisors
104
ProShare Advisors
Maryland
$221M -$31.7M -64,128 -13%
Allspring Global Investments
105
Allspring Global Investments
North Carolina
$218M -$11.4M -23,056 -5%
PAM
106
PineStone Asset Management
Quebec, Canada
$214M +$18M +36,340 +10%
Assenagon Asset Management
107
Assenagon Asset Management
Luxembourg
$212M -$26.3M -53,141 -11%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$205M -$5M -10,108 -2%
IIP
109
Intermede Investment Partners
United Kingdom
$201M -$3.78M -7,647 -2%
MMH
110
Menora Mivtachim Holdings
Israel
$199M
HTC
111
Haverford Trust Company
Pennsylvania
$198M -$449K -907 -0.2%
SEI Investments
112
SEI Investments
Pennsylvania
$195M -$8.25M -16,678 -4%
CG
113
Carmignac Gestion
France
$190M -$9.81M -19,827 -5%
Principal Financial Group
114
Principal Financial Group
Iowa
$189M +$7.65M +15,456 +4%
ACP
115
Atalan Capital Partners
New York
$186M -$22.3M -45,000 -11%
Lord, Abbett & Co
116
Lord, Abbett & Co
New Jersey
$186M +$21.7M +43,864 +14%
DDC
117
DF Dent & Co
Maryland
$184M -$15.6M -31,548 -8%
Macquarie Group
118
Macquarie Group
Australia
$183M -$83M -167,657 -32%
TG
119
TCW Group
California
$178M -$19M -38,395 -10%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$178M +$12.2M +24,684 +8%
OAC
121
OMERS Administration Corp
Ontario, Canada
$175M +$198K +400 +0.1%
Aviva
122
Aviva
United Kingdom
$170M -$40.5M -81,827 -20%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$168M +$24.3M +49,193 +18%
Millennium Management
124
Millennium Management
New York
$166M -$355M -717,186 -69%
Credit Agricole
125
Credit Agricole
France
$159M +$27.9M +56,359 +22%

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.