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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
CAAS
1401
Capital Asset Advisory Services
Michigan
$419K -$13.4K -27 -3%
DCM
1402
Dudley Capital Management
Virginia
$417K +$400K +808 New
LNB
1403
Ledyard National Bank
$416K +$27.7K +56 +7%
NED
1404
Nancy E. Dempze
$413K +$396K +800 New
LA
1405
Legacy Advisors
Pennsylvania
$413K +$47K +95 +13%
PHS
1406
Pekin Hardy Strauss
Illinois
$412K
WA
1407
Waddell & Associates
Tennessee
$412K
CCA
1408
Childress Capital Advisors
Texas
$411K +$1.49K +3 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
1409
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$407K -$11.5M -23,302 -97%
WP
1410
WMS Partners
Maryland
$405K -$109K -220 -22%
CFG
1411
Clayton Financial Group
Missouri
$404K -$69.8K -141 -15%
BBP
1412
Banco BTG Pactual
Brazil
$403K -$454K -917 -54%
IFG
1413
Independent Financial Group
California
$400K +$114K +231 +42%
FCM
1414
Fourpath Capital Management
Oklahoma
$399K -$10.4K -21 -3%
SAM
1415
Strategy Asset Managers
California
$399K +$8.41K +17 +2%
BB
1416
Burford Brothers
Texas
$399K
SIC
1417
Samalin Investment Counsel
New York
$399K +$495 +1 +0.1%
HFM
1418
Hartford Funds Management
Pennsylvania
$396K +$379K +766 New
MCCA
1419
Mill Creek Capital Advisors
Pennsylvania
$395K -$100K -203 -21%
CWP
1420
Concord Wealth Partners
Virginia
$395K +$2.47K +5 +0.7%
SGI
1421
Summit Global Investments
Utah
$393K -$1.98K -4 -0.5%
DIA
1422
Dana Investment Advisors
Wisconsin
$391K -$31.7K -64 -8%
CSB
1423
City State Bank
Iowa
$391K +$19.8K +40 +6%
BWG
1424
Berry Wealth Group
Texas
$391K -$2.97K -6 -0.8%
TA
1425
TrueWealth Advisors
Alabama
$389K +$373K +753 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.