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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
EL
1601
EWA LLC
Pennsylvania
$254K +$9.9K +20 +4%
WB
1602
West Bancorporation
Iowa
$254K +$7.42K +15 +3%
RRCM
1603
Rappaport Reiches Capital Management
Illinois
$254K +$243K +492 New
DIM
1604
Delta Investment Management
California
$254K -$2.54M -5,124 -91%
GWA
1605
GGM Wealth Advisors
Maryland
$253K
PGA
1606
Portland Global Advisors
Maine
$253K
PWA
1607
Physician Wealth Advisors
Utah
$252K -$37.6K -76 -14%
FWM
1608
Foguth Wealth Management
Michigan
$251K -$113K -228 -32%
SIMG
1609
Stephens Investment Management Group
Texas
$249K -$18.3K -37 -7%
AWM
1610
Angeles Wealth Management
California
$249K +$239K +482 New
CF
1611
Copperwynd Financial
Arizona
$249K -$3.46K -7 -1%
SC
1612
Sapient Capital
Indiana
$248K -$190K -383 -44%
HP
1613
Hyperion Partners
Pennsylvania
$248K -$1.98K -4 -0.8%
ACP
1614
Aveo Capital Partners
Colorado
$246K +$1.49K +3 +0.6%
MA
1615
MONECO Advisors
Connecticut
$246K -$2.47K -5 -1%
TCM
1616
Tandem Capital Management
New Jersey
$245K
SW
1617
Simplicity Wealth
New Jersey
$245K -$3.04M -6,145 -93%
APWM
1618
Argonautica Private Wealth Management
Massachusetts
$245K
GAG
1619
Goodman Advisory Group
Massachusetts
$244K -$51K -103 -18%
S
1620
Sunpointe
Missouri
$244K -$12.9K -26 -5%
TF
1621
Trek Financial
Arizona
$243K -$19.8K -40 -8%
EW
1622
Elyxium Wealth
California
$243K +$233K +470 New
MSAM
1623
Moloney Securities Asset Management
Missouri
$243K -$3.46K -7 -1%
HI
1624
Hendershot Investments
Virginia
$243K
CCM
1625
Canal Capital Management
Virginia
$242K

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.