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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
IWA
1526
IVC Wealth Advisors
Pennsylvania
$301K
MCM
1527
Mitchell Capital Management
Kansas
$300K +$495 +1 +0.2%
NC
1528
Napatree Capital
Rhode Island
$300K +$288K +581 New
NW
1529
Naviter Wealth
Arkansas
$300K +$288K +581 New
WI
1530
WrapManager Inc
California
$300K -$37.6K -76 -12%
NFC
1531
Northeast Financial Consultants
Connecticut
$299K +$7.42K +15 +3%
CAMV
1532
Concord Asset Management (Virginia)
Virginia
$299K +$14.4K +29 +5%
CFP
1533
Cascade Financial Partners
California
$298K
KFI
1534
Key Financial Inc
Pennsylvania
$298K +$2.97K +6 +1%
BFG
1535
Bouchey Financial Group
New York
$298K +$5.94K +12 +2%
SW
1536
StrongBox Wealth
Missouri
$297K
AIA
1537
Accelerate Investment Advisors
California
$296K +$284K +573 New
JMFC
1538
J.M. Forbes & Co
Massachusetts
$294K
PPWM
1539
Paragon Private Wealth Management
Kentucky
$293K +$43.1K +87 +18%
FNT
1540
First Nebraska Trust
Nebraska
$293K
ANTB
1541
AMG National Trust Bank
Colorado
$291K -$45K -91 -14%
SIC
1542
Salem Investment Counselors
North Carolina
$290K +$2.47K +5 +0.9%
DBIA
1543
Dumont & Blake Investment Advisors
New Jersey
$290K -$278K -562 -50%
GC
1544
Grimes & Company
Massachusetts
$290K +$29.7K +60 +12%
APP
1545
Avantax Planning Partners
Iowa
$289K +$46.5K +94 +20%
SEA
1546
Stegent Equity Advisors
Texas
$288K -$45K -91 -14%
SMC
1547
Smith, Moore & Co
Missouri
$286K +$274K +554 New
VAG
1548
VisionPoint Advisory Group
Texas
$286K -$1.49K -3 -0.5%
MME
1549
Meag Munich Ergo
Germany
$286K +$274K +553 New
IWP
1550
Invenio Wealth Partners
Florida
$285K +$8.91K +18 +3%

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.