We are live on ! Find out more
SPGI icon

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
FTIS
1326
First Trust Investment Solutions
Florida
$429K +$94.8K +221 +30%
MWM
1327
Modera Wealth Management
New Jersey
$428K +$9.44K +22 +2%
LW
1328
Linscomb Wealth
Texas
$428K +$54.9K +128 +15%
CWA
1329
Cornerstone Wealth Advisors
Minnesota
$426K
DBRC
1330
D.B. Root & Company
Pennsylvania
$426K +$9.44K +22 +2%
EA
1331
Emerald Advisers
Pennsylvania
$425K -$112K -262 -22%
RFS
1332
Richardson Financial Services
Massachusetts
$422K -$41.6K -97 -9%
FG
1333
Fiduciary Group
Georgia
$421K -$2.15K -5 -0.5%
PIA
1334
Pinion Investment Advisors
Kansas
$418K -$42.9K -100 -10%
MIP
1335
Marietta Investment Partners
Wisconsin
$417K
RP
1336
Riverwater Partners
Wisconsin
$417K +$46.8K +109 +13%
TF
1337
Tenon Financial
New Jersey
$414K
CW
1338
CreativeOne Wealth
Kansas
$411K -$300K -700 -43%
AFT
1339
Alpha Family Trust
California
$410K
SCP
1340
Sivia Capital Partners
California
$406K +$4.72K +11 +1%
LA
1341
LM Advisors
California
$404K
AA
1342
Alta Advisers
United Kingdom
$401K
PFA
1343
Plotkin Financial Advisors
Maryland
$401K
BW
1344
Bison Wealth
Georgia
$399K
SB
1345
Strategic Blueprint
Georgia
$398K -$1.29K -3 -0.3%
JIC
1346
Joel Isaacson & Co
New York
$398K +$383K +893 New
AWM
1347
Aprio Wealth Management
Georgia
$396K +$81.5K +190 +27%
FFG
1348
Frisch Financial Group
New York
$394K +$378K +882 New
HCMG
1349
Howard Capital Management Group
California
$394K
CFG
1350
Clayton Financial Group
Missouri
$393K

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.