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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
MPM
1326
Meritage Portfolio Management
Kansas
$511K -$70.8K -143 -13%
FIB
1327
First Interstate Bank
Montana
$511K +$1.98K +4 +0.4%
GC
1328
Gilbert & Cook
Iowa
$510K -$13.4K -27 -3%
FTIS
1329
First Trust Investment Solutions
Florida
$510K +$13.4K +27 +3%
CH
1330
Cromwell Holdings
Wyoming
$510K
VA
1331
Verdad Advisers
Massachusetts
$510K +$488K +987 New
DS
1332
DRW Securities
Illinois
$509K -$719K -1,453 -60%
PFA
1333
Plotkin Financial Advisors
Maryland
$508K +$41.6K +84 +9%
WAG
1334
Wallace Advisory Group
California
$508K
CB
1335
Community Bank
New York
$507K -$9.9K -20 -2%
WMA
1336
West Michigan Advisors
Michigan
$505K -$16.3K -33 -3%
LWL
1337
Leo Wealth LLC
Texas
$504K -$13.4K -27 -3%
MFA
1338
Mayflower Financial Advisors
Massachusetts
$504K +$104K +210 +27%
RDWM
1339
Red Door Wealth Management
Tennessee
$501K +$200K +405 +72%
TA
1340
TFB Advisors
Kansas
$500K +$2.47K +5 +0.5%
PIA
1341
Pinion Investment Advisors
Kansas
$500K +$14.8K +30 +3%
MWM
1342
Modera Wealth Management
New Jersey
$499K +$2.47K +5 +0.5%
NCFG
1343
New Century Financial Group
New Jersey
$495K +$85.1K +172 +22%
CWA
1344
Cornerstone Wealth Advisors
Minnesota
$493K
WCM
1345
Winthrop Capital Management
Indiana
$493K -$5.94K -12 -1%
EAM
1346
Eschler Asset Management
United Kingdom
$491K -$343K -694 -42%
PTC
1347
Philadelphia Trust Company
Pennsylvania
$490K +$51.5K +104 +12%
RWM
1348
Revisor Wealth Management
Ohio
$488K -$18.8K -38 -4%
PP
1349
Pegasus Partners
Wisconsin
$486K +$94K +190 +25%
MIP
1350
Marietta Investment Partners
Wisconsin
$483K

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.