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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
AIC
1701
Archer Investment Corporation
Indiana
$46.9K
RTC
1702
Riverview Trust Company
Washington
$46.8K
NMG
1703
New Millennium Group
Utah
$46.4K +$44.6K +104 New
CB
1704
Centennial Bank
Arkansas
$44.6K
GWMI
1705
Guardian Wealth Management (Illinois)
Illinois
$44.6K
RCM
1706
Rain Capital Management
Oregon
$43.6K -$429 -1 -1%
CAM
1707
Clarity Asset Management
Iowa
$42.5K +$429 +1 +1%
GWSG
1708
GPS Wealth Strategies Group
Colorado
$42.4K
PP
1709
Pingora Partners
Wyoming
$42.4K
RCM
1710
Raleigh Capital Management
North Carolina
$42.4K +$2.15K +5 +6%
WBC
1711
West Branch Capital
Massachusetts
$41.9K
EC
1712
EdgeRock Capital
Colorado
$41.9K +$40.3K +94 New
EFP
1713
EnRich Financial Partners
Wisconsin
$41K
HB
1714
Horizon Bancorp
Indiana
$41K -$10.7K -25 -22%
FFA
1715
Frazier Financial Advisors
Ohio
$40.6K +$858 +2 +2%
FGA
1716
Fortis Group Advisors
New Jersey
$40.1K
CWC
1717
Carolinas Wealth Consulting
North Carolina
$40K +$429 +1 +1%
KSWA
1718
Kathleen S. Wright Associates
Pennsylvania
$38.5K +$3.43K +8 +11%
BSB
1719
Bangor Savings Bank
Maine
$38.4K -$858 -2 -2%
ACM
1720
Anfield Capital Management
California
$38.4K +$36.9K +86 New
ETC
1721
Exchange Traded Concepts
Oklahoma
$37.9K +$9.44K +22 +35%
MAM
1722
Meeder Asset Management
Ohio
$37.5K -$213K -496 -86%
FFO
1723
Fortitude Family Office
Arizona
$36.6K
RI
1724
Ridgewood Investments
New Jersey
$36.1K +$34.8K +81 New
AP
1725
Aspect Partners
Virginia
$34.3K

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.