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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
AT
1676
Avalon Trust
New Mexico
$218K
BFIM
1677
Beese Fulmer Investment Management
Ohio
$218K +$209K +422 New
C
1678
CEDRUS
Colorado
$218K +$209K +422 New
MA
1679
Mezzasalma Advisors
New Jersey
$218K +$209K +422 New
DMBA
1680
Deseret Mutual Benefit Administrators
Utah
$216K -$54.9K -111 -21%
Koshinski Asset Management
1681
Koshinski Asset Management
Illinois
$216K +$207K +418 New
WCFA
1682
Walkner Condon Financial Advisors
Wisconsin
$215K +$206K +417 New
SIA
1683
Soltis Investment Advisors
Utah
$215K +$206K +416 New
CWM
1684
Concentrum Wealth Management
California
$215K +$206K +416 New
HWP
1685
Hibernia Wealth Partners
Louisiana
$214K +$205K +415 New
WIM
1686
Warwick Investment Management
Texas
$214K +$205K +414 New
TFF
1687
The Family Firm
Maryland
$214K +$12.4K +25 +6%
CIG
1688
Cairn Investment Group
Washington
$214K +$205K +414 New
ZF
1689
Zega Financial
Florida
$213K +$204K +413 New
MLL
1690
Moody Lynn & Lieberson
Massachusetts
$213K +$204K +412 New
SHF
1691
Stage Harbor Financial
Massachusetts
$212K +$201K +407 New
BSTWA
1692
Blake Schutter Theil Wealth Advisors
Ohio
$212K +$203K +411 New
AWE
1693
Avidian Wealth Enterprises
Texas
$212K +$203K +411 New
SMA
1694
Seven Mile Advisory
New Jersey
$212K +$203K +410 New
BCP
1695
Blue Chip Partners
Michigan
$211K -$4.45K -9 -2%
LP
1696
LGL Partners
Pennsylvania
$209K +$200K +405 New
1WM
1697
1858 Wealth Management
Ohio
$209K +$200K +404 New
LSPW
1698
Lake Street Private Wealth
Illinois
$208K +$199K +403 New
BWA
1699
Brave Warrior Advisors
New York
$207K +$198K +401 New
CC
1700
Cadinha & Co
Hawaii
$207K +$198K +400 New

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.