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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
V
1501
VeraBank
Texas
$323K
FI
1502
FWG Investments
Kentucky
$323K -$13.4K -27 -4%
FA
1503
Fermata Advisors
California
$320K +$12.4K +25 +4%
CIA
1504
Compass Ion Advisors
Pennsylvania
$318K +$4.45K +9 +1%
EGWAG
1505
Elwood & Goetz Wealth Advisory Group
Georgia
$316K +$303K +612 New
WMWM
1506
Whitaker-Myers Wealth Managers
Ohio
$316K +$302K +611 New
SWA
1507
Stratos Wealth Advisors
Ohio
$315K +$56.9K +115 +23%
GAM
1508
Gould Asset Management
California
$314K -$14.8K -30 -5%
TWP
1509
Tyche Wealth Partners
Texas
$314K +$2.97K +6 +1%
CMS
1510
Capital Market Strategies
Florida
$313K +$15.3K +31 +5%
TBC
1511
Ted Buchan & Co
California
$312K
PWP
1512
Phillips Wealth Planners
Mississippi
$312K +$30.2K +61 +12%
EFG
1513
Ethos Financial Group
Pennsylvania
$309K -$12.9K -26 -4%
USCWA
1514
U.S. Capital Wealth Advisors
Texas
$309K -$64.3K -130 -18%
BIA
1515
Benchmark Investment Advisors
Illinois
$308K -$340K -687 -54%
CMP
1516
Courage Miller Partners
Virginia
$307K
KLCM
1517
KG&L Capital Management
Louisiana
$307K +$294K +595 New
SFI
1518
SPC Financial Inc
Maryland
$306K -$11.4K -23 -4%
GVAG
1519
Great Valley Advisor Group
Delaware
$305K +$30.7K +62 +12%
RA
1520
Ruggaard & Associates
Ohio
$304K -$7.42K -15 -2%
MIM
1521
Marco Investment Management
Georgia
$304K
ACA
1522
Affinity Capital Advisors
California
$303K
4WM
1523
44 Wealth Management
Oregon
$303K +$293K +593 New
NWAG
1524
Net Worth Advisory Group
Utah
$303K +$290K +586 New
CSPAM
1525
Cary Street Partners Asset Management
Virginia
$302K +$23.3K +47 +9%

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.