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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
APW
1651
Austin Private Wealth
Texas
$233K +$223K +451 New
AWM
1652
Avior Wealth Management
Nebraska
$232K +$34.6K +70 +18%
RPA
1653
Rock Point Advisors
Vermont
$232K -$24.7K -50 -10%
OA
1654
Operose Advisors
Wisconsin
$232K +$56.4K +114 +34%
KSWWM
1655
Keyes Stange & Wooten Wealth Management
Florida
$231K -$4.95K -10 -2%
WWM
1656
Wolff Wiese Magana
California
$231K +$218K +440 +5,500%
BPWM
1657
Badgley Phelps Wealth Managers
Washington
$231K +$222K +448 New
TCWA
1658
Turtle Creek Wealth Advisors
Texas
$231K +$222K +448 New
OWP
1659
ORG Wealth Partners
Texas
$231K +$221K +447 New
ATS
1660
Ashton Thomas Securities
New York
$230K +$221K +446 New
SIM
1661
Stratos Investment Management
Ohio
$230K -$3.96K -8 -2%
MNBTD
1662
Moody National Bank Trust Division
Texas
$230K +$220K +445 New
GPI
1663
General Partner Inc
Pennsylvania
$229K
BIP
1664
Blue Investment Partners
California
$229K +$219K +443 New
CCA
1665
Cobblestone Capital Advisors
New York
$228K +$218K +441 New
SLG
1666
Stanley-Laman Group
Pennsylvania
$227K +$218K +440 New
NCTC
1667
New Covenant Trust Company
Indiana
$226K +$218K +441 New
SLWA
1668
San Luis Wealth Advisors
California
$226K +$216K +437 New
VBCG
1669
Valley Brook Capital Group
Pennsylvania
$225K +$215K +435 New
SNBOSD
1670
Security National Bank of So Dak
Iowa
$224K +$215K +434 New
HIGP
1671
Hill Investment Group Partners
Missouri
$224K -$2.47K -5 -1%
BONH
1672
Bank of New Hampshire
New Hampshire
$224K
GA
1673
Greenspring Advisors
Maryland
$222K +$213K +430 New
CWAG
1674
Compton Wealth Advisory Group
Virginia
$220K +$211K +426 New
MAP
1675
Moody Aldrich Partners
Massachusetts
$219K -$42.6K -86 -17%

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.