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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
FMII
1651
Farmers & Merchants Investments Inc
Nebraska
$101K -$858 -2 -0.9%
SOW
1652
State of Wyoming
Wyoming
$96.8K +$60.1K +140 +182%
GI
1653
Gradient Investments
Minnesota
$95K +$85.8K +200 +1,538%
AA
1654
Addison Advisors
Vermont
$94.6K +$5.58K +13 +7%
BFPW
1655
BOK Financial Private Wealth
Colorado
$94.1K
Twin Tree Management
1656
Twin Tree Management
Texas
$93.7K +$15K +35 +20%
HI
1657
Harbour Investments
Wisconsin
$93.2K -$3K -7 -3%
WPWM
1658
Western Pacific Wealth Management
Illinois
$93.2K +$9.01K +21 +11%
T
1659
TOBAM
France
$90K -$4.72K -11 -5%
WPA
1660
West Paces Advisors
Georgia
$89.6K -$4.72K -11 -5%
DI
1661
DAGCO Inc
Ohio
$89.2K
PGAM
1662
Princeton Global Asset Management
New Jersey
$89.2K
PP
1663
PFS Partners
New Jersey
$87K -$429 -1 -0.5%
ITIM
1664
Indiana Trust & Investment Management
Indiana
$87K
JWA
1665
JFS Wealth Advisors
Pennsylvania
$86.5K -$24.5K -57 -23%
MCM
1666
MV Capital Management
Maryland
$84.7K +$3.86K +9 +5%
TFA
1667
Transamerica Financial Advisors
Florida
$83K
MWM
1668
Mascoma Wealth Management
New Hampshire
$82.5K +$6.86K +16 +9%
RA
1669
Rise Advisors
New York
$81.8K
AT
1670
Arlington Trust
Alabama
$79.8K
HCM
1671
Hollencrest Capital Management
California
$79.4K
EFMH
1672
E Fund Management (HK)
Hong Kong
$77K +$74.2K +173 New
AA
1673
Ancora Advisors
Ohio
$75.1K
JGIA
1674
Jackson Grant Investment Advisers
Connecticut
$74.9K +$65.6K +153 +1,020%
CHA
1675
Carmichael Hill & Associates
Maryland
$74.5K

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.