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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
LP
1426
LB Partners
Virginia
$387K
SG
1427
Somerset Group
Minnesota
$387K
AO
1428
Advisor OS
Illinois
$387K +$49.5K +100 +15%
VCM
1429
Violich Capital Management
California
$387K
DWM
1430
Destination Wealth Management
California
$387K -$6.43K -13 -2%
IIC
1431
Integrated Investment Consultants
Michigan
$383K +$2.47K +5 +0.7%
BFO
1432
Biltmore Family Office
North Carolina
$381K +$22.3K +45 +7%
CFG
1433
Carr Financial Group
Massachusetts
$380K +$11.9K +24 +3%
BB
1434
Busey Bank
Illinois
$380K +$62.4K +126 +21%
MCM
1435
Manchester Capital Management
Vermont
$379K +$9.9K +20 +3%
CPRC
1436
Consolidated Portfolio Review Corp
New York
$378K +$495 +1 +0.1%
ACH
1437
ArrowMark Colorado Holdings
Colorado
$378K
WAP
1438
Wealthcare Advisory Partners
Pennsylvania
$377K -$63.3K -128 -15%
GBT
1439
Grove Bank & Trust
Florida
$376K +$25.7K +52 +8%
FFA
1440
Founders Financial Alliance
North Carolina
$375K -$131K -264 -27%
OPCM
1441
Osborne Partners Capital Management
California
$375K
ACA
1442
Anchor Capital Advisors
Massachusetts
$374K -$7.42K -15 -2%
XF
1443
XML Financial
Maryland
$374K +$32.2K +65 +10%
MPM
1444
MBB Public Markets
Illinois
$372K -$10.9M -22,018 -97%
MRCM
1445
M&R Capital Management
New Jersey
$372K
CFO
1446
CVA Family Office
Colorado
$371K +$8.91K +18 +3%
FRM
1447
Fox Run Management
Connecticut
$369K +$354K +715 New
CP
1448
Canopy Partners
Ohio
$368K +$3.96K +8 +1%
NB
1449
Northwest Bancshares
Pennsylvania
$366K
SWM
1450
Sculati Wealth Management
Michigan
$366K

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.