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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
PWS
1476
Peterson Wealth Services
Utah
$346K +$36.1K +73 +12%
OP
1477
ORG Partners
Indiana
$345K -$233K -471 -41%
BPFA
1478
Barnes Pettey Financial Advisors
Mississippi
$344K -$15.8K -32 -5%
SP
1479
Stablepoint Partners
Massachusetts
$344K
FI
1480
Financial Insights
Washington
$344K -$335K -677 -50%
OC
1481
Oarsman Capital
Wisconsin
$341K +$36.6K +74 +13%
VFA
1482
Values First Advisors
Tennessee
$339K +$990 +2 +0.3%
PCS
1483
Personal CFO Solutions
New Jersey
$338K +$6.43K +13 +2%
CWM
1484
Compass Wealth Management
Connecticut
$337K
PPW
1485
Pasadena Private Wealth
California
$337K
WANY
1486
Wealthspire Advisors (New York)
New York
$337K -$9.9K -20 -3%
IFS
1487
Ifrah Financial Services
Arkansas
$337K -$8.91K -18 -3%
TFM
1488
TFC Financial Management
Massachusetts
$337K +$9.9K +20 +3%
LI
1489
Lafayette Investments
Maryland
$337K +$495 +1 +0.2%
ACM
1490
Avalon Capital Management
California
$337K +$1.49K +3 +0.5%
FA
1491
Financial Alternatives
California
$335K +$49.5K +100 +18%
EWA
1492
EverSource Wealth Advisors
Alabama
$335K +$102K +207 +47%
JWCA
1493
J.W. Cole Advisors
Florida
$334K +$320K +646 New
WWS
1494
Wellington Wealth Strategies
Indiana
$331K +$341K +689 New
KFS
1495
Keynote Financial Services
Connecticut
$331K -$64.3K -130 -17%
RBC
1496
Romano Brothers & Co
Illinois
$330K
GA
1497
Goldstein Advisors
Wisconsin
$328K +$26.7K +54 +9%
JIP
1498
Jaffetilchin Investment Partners
Florida
$327K -$10.9K -22 -3%
SRC
1499
Shufro Rose & Co
New York
$324K
AWP
1500
Ascent Wealth Partners
New York
$324K -$21.3K -43 -6%

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.