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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
BBWP
1276
Beacon Bridge Wealth Partners
Pennsylvania
$590K -$5.94K -12 -1%
Capstone Investment Advisors
1277
Capstone Investment Advisors
New York
$589K -$1.67M -3,375 -75%
IIA
1278
ICW Investment Advisors
Arizona
$586K +$22.3K +45 +4%
FB
1279
Fulton Bank
Pennsylvania
$584K -$11.4K -23 -2%
DAC
1280
Dividend Assets Capital
South Carolina
$578K -$14.8K -30 -3%
WF
1281
Welch & Forbes
Massachusetts
$577K +$2.47K +5 +0.4%
GWMR
1282
GC Wealth Management RIA
Massachusetts
$574K -$990 -2 -0.2%
CMI
1283
Clare Market Investments
Texas
$573K +$549K +1,110 New
CHP
1284
Cable Hill Partners
Oregon
$571K -$10.9K -22 -2%
SSW
1285
Smith Shellnut Wilson
Mississippi
$571K -$4.45K -9 -0.8%
HIP
1286
HUB Investment Partners
Texas
$570K +$7.92K +16 +1%
Harris Associates
1287
Harris Associates
Illinois
$570K +$41.6K +84 +8%
SDAM
1288
Shulman DeMeo Asset Management
New York
$562K +$495 +1 +0.1%
ECM
1289
Elgethun Capital Management
South Dakota
$560K
1W
1290
1776 Wealth
Georgia
$559K -$28.7K -58 -5%
SS
1291
Sunbelt Securities
Texas
$559K -$3.46K -7 -0.6%
ICP
1292
Interchange Capital Partners
Pennsylvania
$558K +$225K +454 +73%
WWP
1293
WR Wealth Planners
Missouri
$557K +$990 +2 +0.2%
CM
1294
Capula Management
Cayman Islands
$554K +$531K +1,072 New
QC
1295
Quent Capital
New York
$549K -$1.98K -4 -0.4%
AWM
1296
Aprio Wealth Management
Georgia
$544K +$81.2K +164 +18%
HFO
1297
Heritage Family Offices
Arizona
$542K -$13.4K -27 -3%
NL
1298
NWAM LLC
Washington
$542K -$36.6K -74 -7%
AWM
1299
Accel Wealth Management
Iowa
$542K +$2.97K +6 +0.6%
PFG
1300
Prosperity Financial Group
California
$541K +$4.45K +9 +0.9%

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.