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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
HFRG
1351
Houlihan Financial Resource Group
Virginia
$392K
JSC
1352
Jackson Square Capital
California
$392K
GDP
1353
Great Diamond Partners
Maine
$389K -$4.72K -11 -1%
CWM
1354
Cornerstone Wealth Management
Missouri
$388K -$12.9K -30 -3%
MSS
1355
Mitchell Sinkler & Starr
Pennsylvania
$386K +$17.2K +40 +5%
BOS
1356
Bank of Stockton
California
$386K
SC
1357
Sapient Capital
Indiana
$385K +$9.01K +21 +2%
CAAS
1358
Capital Asset Advisory Services
Michigan
$385K +$5.58K +13 +2%
WAP
1359
Wealthcare Advisory Partners
Pennsylvania
$383K +$71.2K +166 +24%
FA
1360
FDx Advisors
Illinois
$381K -$95.2K -222 -21%
NPT
1361
Nixon Peabody Trust
Massachusetts
$381K +$366K +854 New
ETIA
1362
Epic Trust Investment Advisors
Washington
$379K +$13.7K +32 +4%
RA
1363
RFG Advisory
Alabama
$379K +$156K +364 +75%
PTC
1364
Philadelphia Trust Company
Pennsylvania
$377K
OL
1365
OneFund LLC
Florida
$374K +$2.57K +6 +0.7%
MGIA
1366
Matthew Goff Investment Advisor
Texas
$373K
CF
1367
Convergence Financial
Missouri
$370K +$356K +829 New
APW
1368
Acima Private Wealth
Virginia
$368K
DIA
1369
Dana Investment Advisors
Wisconsin
$366K -$159K -371 -31%
DM
1370
Deerfield Management
New York
$364K +$351K +817 New
3IP
1371
3Chopt Investment Partners
Virginia
$362K +$348K +812 New
OL
1372
Optas LLC
Texas
$359K +$6.86K +16 +2%
CWG
1373
Cornerstone Wealth Group
North Carolina
$358K +$344K +802 New
1WA
1374
180 Wealth Advisors
Washington
$356K -$6.86K -16 -2%
FNWM
1375
Financial Network Wealth Management
Utah
$356K +$343K +800 New

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.