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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
PWM
1251
Paulson Wealth Management
Illinois
$511K
1W
1252
1776 Wealth
Georgia
$508K +$6.01K +14 +1%
OP
1253
ORG Partners
Indiana
$508K +$406K +946 +493%
WAG
1254
Wallace Advisory Group
California
$508K -$34.3K -80 -7%
GWP
1255
Gen-Wealth Partners
Michigan
$507K +$47.2K +110 +11%
AAS
1256
Ameritas Advisory Services
Nebraska
$506K +$6.01K +14 +1%
MPM
1257
Meritage Portfolio Management
Kansas
$505K -$20.2K -47 -4%
KWA
1258
Kingswood Wealth Advisors
California
$503K +$34.8K +81 +8%
CHP
1259
Cable Hill Partners
Oregon
$503K +$484K +1,127 New
DBIA
1260
Dumont & Blake Investment Advisors
New Jersey
$501K +$241K +562 +100%
NL
1261
NWAM LLC
Washington
$501K +$34.3K +80 +8%
CAM
1262
Carret Asset Management
New York
$501K +$482K +1,123 New
PCP
1263
Proficio Capital Partners
Massachusetts
$499K -$33.9K -79 -7%
BWP
1264
BSW Wealth Partners
Colorado
$497K -$1.72K -4 -0.4%
SSW
1265
Smith Shellnut Wilson
Mississippi
$497K
GWMR
1266
GC Wealth Management RIA
Massachusetts
$496K -$77.7K -181 -14%
MIS
1267
Morningstar Investment Services
Illinois
$493K +$144K +335 +44%
KCM
1268
Kathmere Capital Management
Pennsylvania
$491K +$73.8K +172 +19%
AssetMark Inc
1269
AssetMark Inc
California
$486K -$3.13M -7,300 -87%
IIA
1270
ICW Investment Advisors
Arizona
$486K -$2.15K -5 -0.5%
SS
1271
Sunbelt Securities
Texas
$485K -$19.3K -45 -4%
HIP
1272
HUB Investment Partners
Texas
$485K -$10.7K -25 -2%
SDAM
1273
Shulman DeMeo Asset Management
New York
$485K +$429 +1 +0.1%
CC
1274
Callan Capital
California
$483K +$10.3K +24 +2%
ECM
1275
Elgethun Capital Management
South Dakota
$483K

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.