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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
OAM
1351
Oxford Asset Management
United Kingdom
$483K +$463K +935 New
EA
1352
Emerald Advisers
Pennsylvania
$481K -$10.9K -22 -2%
RP
1353
Riverwater Partners
Wisconsin
$481K
CFO
1354
Callan Family Office
Pennsylvania
$481K +$207K +418 +81%
FG
1355
Fiduciary Group
Georgia
$480K -$7.92K -16 -2%
PWMG
1356
Prestige Wealth Management Group
New Jersey
$479K -$409K -827 -47%
TF
1357
Tenon Financial
New Jersey
$479K
CC
1358
Centiva Capital
New York
$478K +$458K +926 New
CWM
1359
Cornerstone Wealth Management
Missouri
$477K +$26.2K +53 +6%
AIA
1360
Alera Investment Advisors
Illinois
$476K -$50K -101 -10%
AFT
1361
Alpha Family Trust
California
$475K
SCP
1362
Sivia Capital Partners
California
$471K
HCMG
1363
Howard Capital Management Group
California
$471K +$13.9K +28 +3%
KWA
1364
Kingswood Wealth Advisors
California
$470K -$108K -219 -19%
VCM
1365
Virtue Capital Management
Tennessee
$469K -$79.7K -161 -15%
LA
1366
LM Advisors
California
$468K
AA
1367
Alta Advisers
United Kingdom
$465K
NC
1368
nVerses Capital
Florida
$465K +$148K +300 +50%
MSS
1369
Mitchell Sinkler & Starr
Pennsylvania
$463K +$49.5K +100 +13%
FNWM
1370
Financial Network Wealth Management
Utah
$460K +$45K +91 +11%
FA
1371
FDx Advisors
Illinois
$459K +$16.3K +33 +4%
SB
1372
Strategic Blueprint
Georgia
$459K -$2.47K -5 -0.6%
PPP
1373
Private Portfolio Partners
New Jersey
$457K +$438K +885 New
CF
1374
Convergence Financial
Missouri
$454K +$24.7K +50 +6%
HFRG
1375
Houlihan Financial Resource Group
Virginia
$454K

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.