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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
PWP
1251
Principle Wealth Partners
Connecticut
$639K
C
1252
Certuity
Florida
$639K -$126K -254 -17%
LFA
1253
Legacy Financial Advisors
Kentucky
$638K +$20.8K +42 +4%
CCB
1254
Country Club Bank
Missouri
$635K
JF
1255
Joule Financial
Kentucky
$633K +$1.98K +4 +0.3%
WA
1256
Wambolt & Associates
Colorado
$633K -$3.46K -7 -0.6%
GRP
1257
Global Retirement Partners
California
$632K +$70.8K +143 +13%
CFP
1258
Catalyst Financial Partners
Massachusetts
$632K +$2.97K +6 +0.5%
MAM
1259
Magellan Asset Management
Australia
$626K -$51K -103 -8%
FWCM
1260
Ferguson Wellman Capital Management
Oregon
$626K -$2.47K -5 -0.4%
GSEP
1261
Golden State Equity Partners
California
$622K -$732K -1,479 -55%
HIA
1262
Harbor Investment Advisory
Maryland
$622K -$4.95K -10 -0.8%
CFM
1263
Catalyst Funds Management
Australia
$620K +$445K +900 +300%
AFG
1264
Atomi Financial Group
New York
$617K +$70.8K +143 +14%
CC
1265
Callan Capital
California
$612K +$50K +101 +9%
YIH
1266
Y-Intercept (HK)
Hong Kong
$611K +$279K +563 +91%
TWM
1267
Trueblood Wealth Management
Ohio
$610K -$7.42K -15 -1%
ARMT
1268
Amica Retiree Medical Trust
Rhode Island
$606K +$581K +1,173 New
TFP
1269
Tilia Fiduciary Partners
North Carolina
$606K -$495 -1 -0.1%
LHC
1270
Little House Capital
Massachusetts
$605K -$49K -99 -8%
UCB
1271
United Community Bank
South Carolina
$597K -$47.5K -96 -8%
WFI
1272
West Family Investments
California
$597K +$57.4K +116 +11%
PWM
1273
Paulson Wealth Management
Illinois
$592K
MS
1274
Maven Securities
Jersey
$591K +$566K +1,144 New
KCM
1275
Kathmere Capital Management
Pennsylvania
$590K +$20.3K +41 +4%

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.