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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
CFP
1501
Cascade Financial Partners
California
$259K
CIA
1502
Compass Ion Advisors
Pennsylvania
$258K
GAG
1503
Goodman Advisory Group
Massachusetts
$257K -$34.3K -80 -12%
CMS
1504
Capital Market Strategies
Florida
$256K
SW
1505
StrongBox Wealth
Missouri
$256K
KFI
1506
Key Financial Inc
Pennsylvania
$255K +$77.2K +180 +46%
JMFC
1507
J.M. Forbes & Co
Massachusetts
$254K
FNT
1508
First Nebraska Trust
Nebraska
$253K
MG
1509
Marex Group
$252K
RDWM
1510
Red Door Wealth Management
Tennessee
$252K -$17.6K -41 -7%
NFC
1511
Northeast Financial Consultants
Connecticut
$252K
HIGP
1512
Hill Investment Group Partners
Missouri
$251K +$3K +7 +1%
BFG
1513
Bouchey Financial Group
New York
$251K +$6.86K +16 +3%
FIM
1514
Freedom Investment Management
Connecticut
$251K -$37.8K -88 -14%
CIP
1515
Convergence Investment Partners
Florida
$250K -$3.43K -8 -1%
SIC
1516
Salem Investment Counselors
North Carolina
$248K -$28.3K -66 -11%
VAG
1517
VisionPoint Advisory Group
Texas
$248K -$17.6K -41 -7%
DWM
1518
Darwin Wealth Management
Florida
$248K +$23.6K +55 +11%
WF
1519
Wayfinding Financial
Washington
$247K +$238K +554 New
RB
1520
Renasant Bank
Mississippi
$247K +$237K +553 New
PWP
1521
Phillips Wealth Planners
Mississippi
$246K +$9.44K +22 +4%
AWM
1522
Aviso Wealth Management
Washington
$246K +$12K +28 +5%
CAMV
1523
Concord Asset Management (Virginia)
Virginia
$245K -$429 -1 -0.2%
FA
1524
Financial Alternatives
California
$244K
VVP
1525
Venture Visionary Partners
Ohio
$244K -$2.57K -6 -1%

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.