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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
PHS
1376
Pekin Hardy Strauss
Illinois
$355K
WA
1377
Waddell & Associates
Tennessee
$355K
CAL
1378
Capital Advisors Ltd
Ohio
$355K +$13.3K +31 +4%
FCM
1379
Fourpath Capital Management
Oklahoma
$354K +$858 +2 +0.3%
CCA
1380
Childress Capital Advisors
Texas
$353K +$4.72K +11 +1%
NCFG
1381
New Century Financial Group
New Jersey
$351K +$70.8K +165 +26%
G
1382
Gainplan
Michigan
$351K +$23.2K +54 +7%
PWG
1383
Portside Wealth Group
Utah
$350K -$33.9K -79 -9%
ACIM
1384
Azimuth Capital Investment Management
Michigan
$346K
BB
1385
Burford Brothers
Texas
$344K
SIC
1386
Samalin Investment Counsel
New York
$344K +$75.9K +177 +30%
KFS
1387
Keynote Financial Services
Connecticut
$343K
TAM
1388
Taurus Asset Management
New York
$342K
MFA
1389
Mayflower Financial Advisors
Massachusetts
$341K +$12.4K +29 +4%
SGI
1390
Summit Global Investments
Utah
$341K -$247K -575 -43%
IC
1391
Inscription Capital
Texas
$341K -$135K -315 -29%
DWM
1392
Destination Wealth Management
California
$340K -$1.72K -4 -0.5%
BWG
1393
Berry Wealth Group
Texas
$340K +$34.8K +81 +12%
CWP
1394
Concord Wealth Partners
Virginia
$339K -$429 -1 -0.1%
H
1395
HoyleCohen
California
$335K
VCM
1396
Violich Capital Management
California
$335K
LP
1397
LB Partners
Virginia
$335K
SG
1398
Somerset Group
Minnesota
$335K
PP
1399
Pegasus Partners
Wisconsin
$335K +$322K +750 New
LNB
1400
Ledyard National Bank
$334K +$3K +7 +0.9%

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.