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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
VC
1451
Veracity Capital
Georgia
$294K -$22.3K -52 -7%
XF
1452
XML Financial
Maryland
$293K +$15K +35 +6%
WI
1453
WrapManager Inc
California
$293K -$9.87K -23 -3%
JIP
1454
Jaffetilchin Investment Partners
Florida
$292K +$8.15K +19 +3%
VFA
1455
Values First Advisors
Tennessee
$292K -$20.2K -47 -7%
ANTB
1456
AMG National Trust Bank
Colorado
$292K +$12.9K +30 +5%
CWM
1457
Compass Wealth Management
Connecticut
$291K
PPW
1458
Pasadena Private Wealth
California
$291K
JDR
1459
Jay D. Rosenbaum
$291K +$38.6K +90 +16%
FI
1460
FWG Investments
Kentucky
$291K -$38.2K -89 -12%
MAG
1461
MRA Advisory Group
New Jersey
$291K -$123K -286 -31%
LI
1462
Lafayette Investments
Maryland
$290K +$21.9K +51 +9%
CAM
1463
Cidel Asset Management
Ontario, Canada
$290K +$25.3K +59 +10%
AO
1464
Advisor OS
Illinois
$290K -$51.9K -121 -16%
ACM
1465
Avalon Capital Management
California
$289K -$858 -2 -0.3%
WFA
1466
Wellspring Financial Advisors
Ohio
$289K +$21.5K +50 +8%
SEA
1467
Stegent Equity Advisors
Texas
$289K -$16.3K -38 -6%
FI
1468
Finivi Inc
Massachusetts
$288K -$12K -28 -4%
EFG
1469
Ethos Financial Group
Pennsylvania
$286K +$28.7K +67 +12%
PCS
1470
Personal CFO Solutions
New Jersey
$286K +$21K +49 +8%
CWM
1471
Campbell Wealth Management
Virginia
$285K
LCM
1472
LVM Capital Management
Michigan
$285K +$274K +638 New
GFA
1473
Gallagher Fiduciary Advisors
Illinois
$285K +$274K +639 New
RBC
1474
Romano Brothers & Co
Illinois
$285K -$5.58K -13 -2%
GAM
1475
Gould Asset Management
California
$285K +$12.9K +30 +5%

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.