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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
DOA
1451
D'Orazio & Associates
Virginia
$366K +$16.3K +33 +5%
HR
1452
Hardy Reed
Mississippi
$364K +$3.96K +8 +1%
SB
1453
Simmons Bank
Arkansas
$363K +$3.46K +7 +1%
EA
1454
Eclectic Associates
California
$363K
EWM
1455
Endowment Wealth Management
Wisconsin
$362K -$10.9K -22 -3%
SCM
1456
Sandler Capital Management
New York
$362K
SF
1457
Symphony Financial
Texas
$361K +$10.9K +22 +3%
GAA
1458
Global Assets Advisory
Florida
$361K +$348K +704 New
OTL
1459
Oak Thistle LLC
New York
$361K +$345K +698 New
BCFD
1460
Boit C.F. David
$360K
PPG
1461
Peak Planning Group
Colorado
$360K +$495 +1 +0.1%
1WA
1462
180 Wealth Advisors
Washington
$360K -$28.2K -57 -8%
WA
1463
Wealth Architects
California
$358K -$495 -1 -0.1%
ALAM
1464
Asahi Life Asset Management
Japan
$358K +$343K +693 New
SHGA
1465
Sand Hill Global Advisors
California
$358K +$14.8K +30 +5%
CAM
1466
Cidel Asset Management
Ontario, Canada
$358K +$20.3K +41 +6%
VC
1467
Veracity Capital
Georgia
$357K +$16.3K +33 +5%
MA
1468
MJP Associates
Connecticut
$356K -$28.7K -58 -8%
MCWA
1469
Meadow Creek Wealth Advisors
Georgia
$356K
PP
1470
Patten & Patten
Tennessee
$353K
BIA
1471
Bell Investment Advisors
California
$352K +$990 +2 +0.3%
JLBC
1472
J.L. Bainbridge & Co
Florida
$352K
G
1473
Gainplan
Michigan
$351K
TW
1474
Traveka Wealth
California
$348K +$22.8K +46 +7%
CPA
1475
Capital Planning Advisors
California
$347K +$2.47K +5 +0.8%

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.