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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
SCM
1426
Sandler Capital Management
New York
$312K
CFO
1427
CVA Family Office
Colorado
$312K +$1.72K +4 +0.6%
BPFA
1428
Barnes Pettey Financial Advisors
Mississippi
$311K
HR
1429
Hardy Reed
Mississippi
$311K +$299K +697 New
SB
1430
Simmons Bank
Arkansas
$310K -$7.29K -17 -2%
PPG
1431
Peak Planning Group
Colorado
$310K +$429 +1 +0.1%
WA
1432
Wealth Architects
California
$310K +$7.29K +17 +3%
BFO
1433
Biltmore Family Office
North Carolina
$309K
MCWA
1434
Meadow Creek Wealth Advisors
Georgia
$307K -$42K -98 -12%
SF
1435
Symphony Financial
Texas
$306K -$42.9K -100 -13%
PP
1436
Patten & Patten
Tennessee
$305K -$21.5K -50 -7%
JLBC
1437
J.L. Bainbridge & Co
Florida
$304K -$15K -35 -5%
CG
1438
Corundum Group
Colorado
$303K
BIA
1439
Bell Investment Advisors
California
$303K +$1.29K +3 +0.4%
SAM
1440
Strategy Asset Managers
California
$303K -$14.2K -33 -4%
MIC
1441
Meridian Investment Counsel
California
$301K
GBT
1442
Grove Bank & Trust
Florida
$301K
AP
1443
Appleton Partners
Massachusetts
$301K -$8.15K -19 -3%
DOA
1444
D'Orazio & Associates
Virginia
$301K +$34.3K +80 +13%
WANY
1445
Wealthspire Advisors (New York)
New York
$300K +$50.2K +117 +21%
IFS
1446
Ifrah Financial Services
Arkansas
$299K -$5.15K -12 -2%
AWP
1447
Ascent Wealth Partners
New York
$299K -$46.8K -109 -14%
NFSG
1448
Newbridge Financial Services Group
Florida
$297K +$272K +633 +1,862%
CPA
1449
Capital Planning Advisors
California
$297K -$20.6K -48 -7%
SHGA
1450
Sand Hill Global Advisors
California
$295K -$1.72K -4 -0.6%

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.