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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
TCM
1576
Tandem Capital Management
New Jersey
$215K +$204K +475 New
PPWM
1577
Paragon Private Wealth Management
Kentucky
$215K +$206K +481 New
MA
1578
MONECO Advisors
Connecticut
$214K +$206K +481 New
EWA
1579
EverSource Wealth Advisors
Alabama
$213K +$3K +7 +2%
SAF
1580
Smith Anglin Financial
Texas
$213K
WB
1581
West Bancorporation
Iowa
$213K -$2.15K -5 -1%
MSAM
1582
Moloney Securities Asset Management
Missouri
$213K +$205K +477 New
WTB
1583
Washington Trust Bank
Washington
$212K -$18.4K -43 -8%
CWM
1584
Congress Wealth Management
Massachusetts
$212K +$204K +475 New
APWM
1585
Argonautica Private Wealth Management
Massachusetts
$211K
ACP
1586
Aveo Capital Partners
Colorado
$211K -$15K -35 -7%
SPP
1587
Single Point Partners
Massachusetts
$210K -$2.15K -5 -1%
HI
1588
Hendershot Investments
Virginia
$210K
CCM
1589
Canal Capital Management
Virginia
$209K +$201K +469 New
APP
1590
Avantax Planning Partners
Iowa
$208K +$200K +466 New
NPFS
1591
Novak & Powell Financial Services
Florida
$208K +$200K +466 New
LSA
1592
Leonteq Securities AG
Switzerland
$207K -$130K -302 -39%
TNA
1593
True North Advisors
Texas
$207K -$9.44K -22 -5%
WC
1594
Wynn Capital
Georgia
$207K +$199K +464 New
LTI
1595
Laffer Tengler Investments
Tennessee
$206K
AIA
1596
Angeles Investment Advisors
California
$206K +$198K +462 New
CC
1597
Corton Capital
Ontario, Canada
$206K +$198K +462 New
GKWIM
1598
Gerber Kawasaki Wealth & Investment Management
California
$204K +$196K +458 New
KSWWM
1599
Keyes Stange & Wooten Wealth Management
Florida
$204K +$196K +458 New
AGWCA
1600
Annis Gardner Whiting Capital Advisors
Florida
$203K +$15.9K +37 +9%

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.