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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
ZIM
1576
Zacks Investment Management
Illinois
$269K +$258K +521 New
FP
1577
Financial Perspectives
Minnesota
$268K
BFA
1578
Bragg Financial Advisors
North Carolina
$267K +$2.97K +6 +1%
MTC
1579
McDaniel Terry & Co
Texas
$266K
SAF
1580
Smith Anglin Financial
Texas
$265K +$17.3K +35 +7%
SWM
1581
Scissortail Wealth Management
Oklahoma
$264K -$239K -482 -99%
GFG
1582
Goldstone Financial Group
Illinois
$264K +$252K +510 New
FIM
1583
Freedom Investment Management
Connecticut
$264K -$26.2K -53 -9%
WCM
1584
Wedge Capital Management
North Carolina
$263K +$252K +509 New
VVP
1585
Venture Visionary Partners
Ohio
$261K -$19.8K -40 -7%
GF
1586
GGM Financials
Ohio
$261K +$495 +1 +0.2%
CAM
1587
Claret Asset Management
Quebec, Canada
$261K +$990 +2 +0.4%
IWN
1588
Independent Wealth Network
Iowa
$260K -$3.96K -8 -2%
WIA
1589
Wetzel Investment Advisors
Indiana
$260K +$41.1K +83 +20%
EWS
1590
Eagle Wealth Strategies
New Jersey
$260K +$249K +503 New
TIA
1591
Traphagen Investment Advisors
New Jersey
$259K +$990 +2 +0.4%
IIM
1592
Ipswich Investment Management
Massachusetts
$259K
AI
1593
Accredited Investors
Minnesota
$259K +$248K +501 New
SCP
1594
Stamos Capital Partners
California
$258K -$332K -670 -57%
LWMM
1595
Legacy Wealth Management (Mississippi)
Mississippi
$258K -$52K -105 -17%
APW
1596
Aurora Private Wealth
New Jersey
$258K
LSV Asset Management
1597
LSV Asset Management
Illinois
$258K +$247K +500 New
MBT
1598
Montecito Bank & Trust
California
$257K +$246K +497 New
PB
1599
Pinnacle Bancorp
Nebraska
$256K -$9.4K -19 -4%
RA
1600
RFG Advisory
Alabama
$255K -$176K -356 -42%

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.