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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
EHC
1226
Everett Harris & Co
California
$695K
BWP
1227
BSW Wealth Partners
Colorado
$688K +$108K +218 +20%
MIS
1228
Morningstar Investment Services
Illinois
$688K +$121K +244 +22%
CPIG
1229
Chicago Partners Investment Group
Illinois
$687K +$115K +232 +21%
BOM
1230
Bank of Marin
California
$687K -$1.98K -4 -0.3%
AWM
1231
Ameliora Wealth Management
Switzerland
$685K +$40.1K +81 +7%
LFAS
1232
Level Four Advisory Services
Texas
$680K +$14.8K +30 +2%
JSW
1233
Journey Strategic Wealth
New Jersey
$679K +$45.5K +92 +8%
OFS
1234
Orrstown Financial Services
Pennsylvania
$676K +$33.2K +67 +5%
RCWM
1235
Royal Capital Wealth Management
Indiana
$672K
AssetMark Inc
1236
AssetMark Inc
California
$671K +$103K +208 +19%
MGIA
1237
Moneta Group Investment Advisors
Missouri
$666K -$82.6K -167 -11%
BW
1238
Bison Wealth
Georgia
$664K +$171K +346 +37%
NHC
1239
Nicholas Hoffman & Company
Georgia
$663K -$62.4K -126 -9%
CT
1240
Caldwell Trust
Florida
$663K +$117K +236 +23%
SL
1241
SFM LLC
New Hampshire
$658K +$1.98K +4 +0.3%
SIAG
1242
Signet Investment Advisory Group
Rhode Island
$657K +$629K +1,271 New
JFGIW
1243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$656K -$239K -482 -28%
LAM
1244
L2 Asset Management
Massachusetts
$656K +$21.3K +43 +4%
SPC
1245
Sigma Planning Corp
Michigan
$655K -$307K -620 -33%
SMG
1246
Smart Money Group
Texas
$653K +$52K +105 +8%
HWMT
1247
Heritage Wealth Management (Texas)
Texas
$653K -$49.5K -100 -7%
WB
1248
WesBanco Bank
West Virginia
$648K -$48.5K -98 -7%
WHG
1249
Westwood Holdings Group
Texas
$645K +$10.4K +21 +2%
CWM
1250
Circle Wealth Management
New Jersey
$642K -$75.7K -153 -11%

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.