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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
IWN
1551
Independent Wealth Network
Iowa
$228K +$7.72K +18 +4%
BFA
1552
Bragg Financial Advisors
North Carolina
$228K -$3.43K -8 -2%
MPW
1553
MGO Private Wealth
California
$228K
TF
1554
Trek Financial
Arizona
$228K +$15.9K +37 +8%
MAP
1555
Moody Aldrich Partners
Massachusetts
$227K +$1.29K +3 +0.6%
AWA
1556
Arete Wealth Advisors
Illinois
$227K +$219K +510 New
SWA
1557
SFMG Wealth Advisors
Texas
$226K -$429 -1 -0.2%
GF
1558
GGM Financials
Ohio
$225K +$216K +504 New
GC
1559
Grimes & Company
Massachusetts
$224K -$4.29K -10 -2%
CAM
1560
Claret Asset Management
Quebec, Canada
$224K +$216K +503 New
IIM
1561
Ipswich Investment Management
Massachusetts
$223K
TIA
1562
Traphagen Investment Advisors
New Jersey
$223K -$66.5K -155 -24%
RPA
1563
Rock Point Advisors
Vermont
$223K -$32.2K -75 -13%
APW
1564
Aurora Private Wealth
New Jersey
$223K
TC
1565
TradeLink Capital
Illinois
$223K +$215K +500 New
S
1566
Sunpointe
Missouri
$222K +$214K +498 New
SWA
1567
Stratos Wealth Advisors
Ohio
$221K -$214K -499 -50%
MWM
1568
MGB Wealth Management
Texas
$221K +$199K +463 New
NCM
1569
Next Capital Management
New York
$221K +$212K +495 New
TCOT
1570
Trust Company of Toledo
Ohio
$219K
GWA
1571
GGM Wealth Advisors
Maryland
$219K
PGA
1572
Portland Global Advisors
Maine
$219K +$210K +490 New
SWM
1573
Scissortail Wealth Management
Oklahoma
$217K +$209K +486 New
HCM
1574
Hengehold Capital Management
Ohio
$217K +$1.72K +4 +0.8%
HP
1575
Hyperion Partners
Pennsylvania
$216K +$208K +484 New

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.