We are live on ! Find out more
SPGI icon

S&P Global
SPGI

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: 56 → 63 (+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: 1,829 → 1,834 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$674M
2
BlackRock
BlackRock
New York
+$616M
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$587M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$436M
5
Swedbank
Swedbank
Sweden
+$334M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$311M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$279M
3
JP Morgan Chase
JP Morgan Chase
New York
-$266M
4
Citadel Advisors
Citadel Advisors
Florida
-$209M
5
Bessemer Group
Bessemer Group
New Jersey
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1526
Independent Financial Group
California
$243K +$233K +544 New
BFAG
1527
Blackston Financial Advisory Group
Florida
$240K +$231K +539 New
LOIM
1528
Liberty One Investment Management
Illinois
$240K +$106K +247 +85%
CSPAM
1529
Cary Street Partners Asset Management
Virginia
$240K +$231K +538 New
PSP
1530
Principal Street Partners
Tennessee
$239K – – –
WIC
1531
Wilkins Investment Counsel
Massachusetts
$239K – – –
IWP
1532
Invenio Wealth Partners
Florida
$238K -$157K -367 -41%
EL
1533
EWA LLC
Pennsylvania
$237K +$3.43K +8 +2%
RCG
1534
Ruane, Cunniff & Goldfarb
New York
$237K – – –
CF
1535
Copperwynd Financial
Arizona
$237K +$209K +488 New
FBB
1536
Fulton Breakefield Broenniman
Maryland
$236K +$858 +2 +0.4%
GVAG
1537
Great Valley Advisor Group
Delaware
$236K -$3K -7 -1%
DMBA
1538
Deseret Mutual Benefit Administrators
Utah
$236K -$25.7K -60 -10%
SLA
1539
Silver Lake Advisory
Utah
$236K -$10.3K -24 -4%
SVWAG
1540
Sound View Wealth Advisors Group
Georgia
$234K -$9.44K -22 -4%
AP
1541
Adero Partners
California
$232K -$14.2K -33 -6%
FP
1542
Financial Perspectives
Minnesota
$232K – – –
SIMG
1543
Stephens Investment Management Group
Texas
$231K +$4.29K +10 +2%
NRC
1544
New Republic Capital
North Carolina
$231K +$8.58K +20 +4%
MTC
1545
McDaniel Terry & Co
Texas
$230K -$32.2K -75 -13%
C
1546
Covestor
United Kingdom
$230K +$12.4K +29 +6%
PB
1547
Pinnacle Bancorp
Nebraska
$229K – – –
MAWA
1548
Moss Adams Wealth Advisors
Washington
$229K +$221K +514 New
CFO
1549
Callan Family Office
Pennsylvania
$229K +$220K +513 New
FOA
1550
Five Oceans Advisors
California
$228K -$2.15K -5 -1%
60 61
62
63 64

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.