We are live on ! Find out more
SPGI icon

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
JSC
1376
Jackson Square Capital
California
$454K
GXJ
1377
Global X Japan
Japan
$453K -$74.7K -151 -15%
ACIM
1378
Azimuth Capital Investment Management
Michigan
$452K +$49.5K +100 +13%
GDP
1379
Great Diamond Partners
Maine
$452K +$495 +1 +0.1%
PCP
1380
Proficio Capital Partners
Massachusetts
$450K -$123K -249 -22%
SL
1381
Summitry LLC
California
$447K +$428K +865 New
SG
1382
StoneX Group
New York
$444K +$62.4K +126 +17%
BFAG
1383
Blackston Financial Advisory Group
Florida
$442K +$157K +317 +59%
PWG
1384
Portside Wealth Group
Utah
$441K +$33.7K +68 +9%
BCM
1385
BluePath Capital Management
Georgia
$437K -$653K -1,320 -61%
TAM
1386
Taurus Asset Management
New York
$437K +$39.6K +80 +10%
GFA
1387
Gallagher Fiduciary Advisors
Illinois
$435K +$100K +203 +32%
OL
1388
OneFund LLC
Florida
$434K +$495 +1 +0.1%
CAL
1389
Capital Advisors Ltd
Ohio
$433K +$20.8K +42 +5%
TSS
1390
Two Sigma Securities
New York
$432K -$972K -1,964 -70%
MGIA
1391
Matthew Goff Investment Advisor
Texas
$432K
LW
1392
Linscomb Wealth
Texas
$432K -$60.9K -123 -13%
BOS
1393
Bank of Stockton
California
$431K -$15.3K -31 -4%
OL
1394
Optas LLC
Texas
$431K +$14.4K +29 +4%
APW
1395
Acima Private Wealth
Virginia
$427K
JIC
1396
Joel Isaacson & Co
New York
$425K -$34.6K -70 -8%
CWG
1397
Cornerstone Wealth Group
North Carolina
$425K +$9.9K +20 +2%
RFS
1398
Richardson Financial Services
Massachusetts
$424K +$1.49K +3 +0.3%
MAWA
1399
Moss Adams Wealth Advisors
Washington
$423K +$150K +304 +59%
IC
1400
Iconiq Capital
California
$422K +$404K +816 New

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.