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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
TFM
1476
TFC Financial Management
Massachusetts
$282K
TW
1477
Traveka Wealth
California
$280K +$14.2K +33 +6%
V
1478
VeraBank
Texas
$279K
ICP
1479
Interchange Capital Partners
Pennsylvania
$279K +$59.6K +139 +29%
VT
1480
Vise Technologies
New York
$279K +$269K +626 New
FNWA
1481
Financial Network Wealth Advisors
Utah
$279K +$265K +618 New
YIH
1482
Y-Intercept (HK)
Hong Kong
$276K -$3.51M -8,177 -93%
SFI
1483
SPC Financial Inc
Maryland
$275K +$264K +616 New
LS
1484
Livforsakringsbolaget Skandia
Sweden
$272K -$85.8K -200 -25%
BB
1485
Busey Bank
Illinois
$272K -$14.6K -34 -5%
LWMM
1486
Legacy Wealth Management (Mississippi)
Mississippi
$270K
PWA
1487
Physician Wealth Advisors
Utah
$270K -$11.2K -26 -4%
TBC
1488
Ted Buchan & Co
California
$269K
RA
1489
Ruggaard & Associates
Ohio
$269K -$1.72K -4 -0.7%
TWP
1490
Tyche Wealth Partners
Texas
$268K +$429 +1 +0.2%
NC
1491
nVerses Capital
Florida
$268K +$257K +600 New
PWS
1492
Peterson Wealth Services
Utah
$266K +$3.43K +8 +1%
FA
1493
Fermata Advisors
California
$266K +$255K +595 New
CMP
1494
Courage Miller Partners
Virginia
$265K
MIM
1495
Marco Investment Management
Georgia
$262K
ACA
1496
Affinity Capital Advisors
California
$262K -$429 -1 -0.2%
OC
1497
Oarsman Capital
Wisconsin
$261K +$3K +7 +1%
IWA
1498
IVC Wealth Advisors
Pennsylvania
$260K +$6.43K +15 +3%
MCM
1499
Mitchell Capital Management
Kansas
$259K -$172K -402 -41%
GA
1500
Goldstein Advisors
Wisconsin
$259K -$1.72K -4 -0.7%

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.