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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
MA
1401
MJP Associates
Connecticut
$334K +$18K +42 +6%
ACA
1402
Anchor Capital Advisors
Massachusetts
$330K -$3.43K -8 -1%
SG
1403
StoneX Group
New York
$328K +$110K +257 +54%
CPRC
1404
Consolidated Portfolio Review Corp
New York
$326K +$314K +731 New
SP
1405
Stablepoint Partners
Massachusetts
$326K +$4.29K +10 +2%
MCA
1406
MSH Capital Advisors
Arizona
$326K -$46.8K -109 -13%
ACH
1407
ArrowMark Colorado Holdings
Colorado
$326K
USCWA
1408
U.S. Capital Wealth Advisors
Texas
$325K +$9.01K +21 +3%
SRC
1409
Shufro Rose & Co
New York
$324K +$25.7K +60 +9%
JWM
1410
Janiczek Wealth Management
Colorado
$323K -$63.1K -147 -17%
OPCM
1411
Osborne Partners Capital Management
California
$323K
EWM
1412
Endowment Wealth Management
Wisconsin
$322K -$858 -2 -0.3%
MRCM
1413
M&R Capital Management
New Jersey
$321K
CSB
1414
City State Bank
Iowa
$320K
MCM
1415
Manchester Capital Management
Vermont
$318K +$13.7K +32 +5%
CFG
1416
Carr Financial Group
Massachusetts
$318K +$2.57K +6 +0.8%
FWM
1417
Foguth Wealth Management
Michigan
$318K +$98.7K +230 +48%
NB
1418
Northwest Bancshares
Pennsylvania
$316K
SWM
1419
Sculati Wealth Management
Michigan
$316K
CP
1420
Canopy Partners
Ohio
$314K +$21.9K +51 +8%
LA
1421
Legacy Advisors
Pennsylvania
$314K +$37.8K +88 +14%
FFM
1422
Fullerton Fund Management
Singapore
$314K -$12M -28,086 -98%
IIC
1423
Integrated Investment Consultants
Michigan
$313K
EA
1424
Eclectic Associates
California
$313K
BCFD
1425
Boit C.F. David
$312K

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.