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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
LI
1601
LVZ Inc
Michigan
$203K +$196K +456 New
SIM
1602
Stratos Investment Management
Ohio
$202K +$194K +453 New
EBA
1603
Eagle Bay Advisors
New York
$202K -$70.4K -164 -27%
CD
1604
Chapin Davis
Maryland
$202K -$21.5K -50 -10%
NB
1605
Nicolet Bankshares
Wisconsin
$202K +$194K +453 New
SAI
1606
Systematic Alpha Investments
New Jersey
$202K +$194K +452 New
GWM
1607
Gitterman Wealth Management
New Jersey
$201K +$193K +451 New
EFSCE
1608
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$193K +450 New
DPI
1609
Diversified Portfolios Inc
Michigan
$200K +$193K +449 New
GPI
1610
General Partner Inc
Pennsylvania
$198K +$858 +2 +0.5%
NIMI
1611
Natixis Investment Managers International
France
$194K
BONH
1612
Bank of New Hampshire
New Hampshire
$193K
FIA
1613
FNY Investment Advisers
New York
$191K +$184K +430 New
AT
1614
Avalon Trust
New Mexico
$188K
PCMC
1615
Planning Capital Management Corporation
Pennsylvania
$186K
BCP
1616
Blue Chip Partners
Michigan
$186K -$7.29K -17 -4%
WIA
1617
Wetzel Investment Advisors
Indiana
$179K -$36K -84 -17%
MIM
1618
Meridiem Investment Management
United Kingdom
$178K
KFS
1619
Kelly Financial Services
Massachusetts
$178K +$6.86K +16 +4%
ORAM
1620
One River Asset Management
Connecticut
$174K -$3.86K -9 -2%
TFF
1621
The Family Firm
Maryland
$173K +$167K +389 New
AWM
1622
Avior Wealth Management
Nebraska
$169K -$250K -582 -60%
FCAS
1623
First Command Advisory Services
Texas
$168K -$22.3K -52 -12%
OCM
1624
Osterweis Capital Management
California
$161K -$4.72K -11 -3%
ANBT
1625
American National Bank & Trust
Texas
$159K

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.