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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
EP
1551
Edgestream Partners
New Jersey
$285K -$616K -1,244 -69%
SAI
1552
Savvy Advisors Inc
New York
$285K +$273K +552 New
LCM
1553
LVM Capital Management
Michigan
$285K
VIA
1554
Virtus Investment Advisers
Connecticut
$284K +$272K +550 New
CIP
1555
Convergence Investment Partners
Florida
$284K -$5.94K -12 -2%
IC
1556
Inscription Capital
Texas
$283K -$107K -217 -28%
AP
1557
Adero Partners
California
$282K +$12.9K +26 +5%
DBRC
1558
D.B. Root & Company
Pennsylvania
$281K -$203K -411 -43%
AWM
1559
Ariadne Wealth Management
California
$281K +$280K +565 New
MIM
1560
Meridiem Investment Management
United Kingdom
$279K +$69.3K +140 +35%
SVWAG
1561
Sound View Wealth Advisors Group
Georgia
$278K +$6.43K +13 +2%
AAS
1562
Ameritas Advisory Services
Nebraska
$278K -$295K -597 -53%
LOIM
1563
Liberty One Investment Management
Illinois
$277K -$495 -1 -0.2%
HCM
1564
Hengehold Capital Management
Ohio
$277K +$25.2K +51 +10%
FOA
1565
Five Oceans Advisors
California
$277K +$12.4K +25 +5%
TNA
1566
True North Advisors
Texas
$276K +$34.1K +69 +15%
RCG
1567
Ruane, Cunniff & Goldfarb
New York
$274K
G
1568
GenTrust
Florida
$274K +$263K +531 New
SLA
1569
Silver Lake Advisory
Utah
$273K +$495 +1 +0.2%
NRC
1570
New Republic Capital
North Carolina
$273K +$5.44K +11 +2%
FBB
1571
Fulton Breakefield Broenniman
Maryland
$273K -$990 -2 -0.4%
DWM
1572
Darwin Wealth Management
Florida
$272K -$14.8K -30 -5%
AWM
1573
Aviso Wealth Management
Washington
$270K -$13.9K -28 -5%
SWA
1574
SFMG Wealth Advisors
Texas
$270K +$7.42K +15 +3%
TCOT
1575
Trust Company of Toledo
Ohio
$269K +$14.8K +30 +6%

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.