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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
EFS
1626
Essex Financial Services
Connecticut
$241K +$232K +469 New
NPFS
1627
Novak & Powell Financial Services
Florida
$240K
CWM
1628
Congress Wealth Management
Massachusetts
$240K -$4.95K -10 -2%
WC
1629
Wynn Capital
Georgia
$240K
MWM
1630
MGB Wealth Management
Texas
$239K
RWP
1631
Revolve Wealth Partners
New Jersey
$239K +$229K +463 New
CA
1632
Cannon Advisors
North Carolina
$239K +$231K +466 New
AIA
1633
Angeles Investment Advisors
California
$239K
LTI
1634
Laffer Tengler Investments
Tennessee
$239K
SPP
1635
Single Point Partners
Massachusetts
$238K -$4.95K -10 -2%
RB
1636
Renasant Bank
Mississippi
$237K -$46.5K -94 -17%
AWA
1637
Arete Wealth Advisors
Illinois
$237K -$24.3K -49 -10%
GKWIM
1638
Gerber Kawasaki Wealth & Investment Management
California
$237K
GWM
1639
Gitterman Wealth Management
New Jersey
$236K +$2.97K +6 +1%
C
1640
Covestor
United Kingdom
$236K -$29.2K -59 -11%
PSP
1641
Principal Street Partners
Tennessee
$236K -$3.96K -8 -1%
LI
1642
LVZ Inc
Michigan
$236K
BBA
1643
Braun-Bostich & Associates
Pennsylvania
$236K +$226K +456 New
WTB
1644
Washington Trust Bank
Washington
$235K -$10.4K -21 -4%
FNWA
1645
Financial Network Wealth Advisors
Utah
$235K -$80.7K -163 -26%
CD
1646
Chapin Davis
Maryland
$234K
EBA
1647
Eagle Bay Advisors
New York
$234K
NB
1648
Nicolet Bankshares
Wisconsin
$234K
SAI
1649
Systematic Alpha Investments
New Jersey
$234K
DPI
1650
Diversified Portfolios Inc
Michigan
$233K +$990 +2 +0.4%

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.