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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
Korea Investment Corp
126
Korea Investment Corp
South Korea
$143M +$19.2M +44,693 +16%
RPI
127
Railway Pension Investments
United Kingdom
$143M -$25.4M -59,300 -16%
CIM
128
CCLA Investment Management
United Kingdom
$143M +$1.36M +3,181 +1%
Lord, Abbett & Co
129
Lord, Abbett & Co
New Jersey
$141M -$27.4M -63,832 -17%
CI Investments Inc
130
CI Investments Inc
Ontario, Canada
$140M -$32.6M -76,020 -19%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$138M -$22.7M -52,818 -15%
Adage Capital Partners
132
Adage Capital Partners
Massachusetts
$135M +$11.4M +26,600 +10%
SGM
133
Skye Global Management
Florida
$133M -$7.72M -18,000 -6%
GCM
134
Gates Capital Management
New York
$128M
Point72 Asset Management
135
Point72 Asset Management
Connecticut
$128M +$61.9M +144,344 +101%
US Bancorp
136
US Bancorp
Minnesota
$126M +$4.61M +10,740 +4%
New York State Teachers Retirement System (NYSTRS)
137
New York State Teachers Retirement System (NYSTRS)
New York
$125M -$5.41M -12,602 -4%
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
$123M +$7.21M +16,802 +6%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$123M -$9.49M -22,125 -7%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$120M +$1.62M +3,774 +1%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$120M +$2.15M +5,021 +2%
BNP Paribas Asset Management
142
BNP Paribas Asset Management
France
$119M +$25.1M +58,565 +28%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$118M +$12.6M +29,280 +12%
Voloridge Investment Management
144
Voloridge Investment Management
Florida
$117M +$76.2M +177,687 +211%
DWA
145
Douglass Winthrop Advisors
New York
$115M -$429K -1,000 -0.4%
KBC Group
146
KBC Group
Belgium
$115M +$3.57M +8,333 +3%
DnB Asset Management
147
DnB Asset Management
Norway
$113M -$8.28M -19,311 -7%
MRG
148
Milestone Resources Group
British Virgin Islands
$113M
Nomura Asset Management
149
Nomura Asset Management
Japan
$113M +$6.6M +15,376 +6%
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
$113M -$34.7M -80,885 -24%

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.