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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
KFS
1701
Kelly Financial Services
Massachusetts
$206K
IWM
1702
Integris Wealth Management
California
$206K +$197K +399 New
AC
1703
AlphaCore Capital
California
$206K +$197K +399 New
AAM
1704
Auxier Asset Management
Oregon
$206K +$197K +399 New
CFA
1705
Cahill Financial Advisors
Minnesota
$206K +$197K +399 New
PL
1706
Plancorp LLC
Missouri
$205K +$196K +396 New
UAG
1707
United Advisor Group
Ohio
$205K +$196K +396 New
IP
1708
Investment Partners
Ohio
$204K +$195K +394 New
AL
1709
Aspiriant LLC
California
$204K +$195K +394 New
BWM
1710
BCS Wealth Management
Tennessee
$201K +$193K +389 New
FEM
1711
Fulcrum Equity Management
Texas
$200K +$192K +388 New
SWM
1712
Sugarloaf Wealth Management
Georgia
$199K +$32.7K +66 +21%
NIMI
1713
Natixis Investment Managers International
France
$194K -$29.2K -59 -14%
OCM
1714
Osterweis Capital Management
California
$186K
VCM
1715
Versant Capital Management
Arizona
$181K +$11.4K +23 +7%
ANBT
1716
American National Bank & Trust
Texas
$180K -$3.96K -8 -2%
FCAS
1717
First Command Advisory Services
Texas
$174K -$19.8K -40 -11%
DJSG
1718
D.J. St. Germain
Massachusetts
$174K -$4.95K -10 -3%
EWM
1719
Evermay Wealth Management
Virginia
$173K
SNB
1720
Security National Bank
Nebraska
$173K
RA
1721
Ransom Advisory
Rhode Island
$165K
HNB
1722
Hilltop National Bank
Wyoming
$165K -$4.95K -10 -3%
GCM
1723
Goldstream Capital Management
Hong Kong
$160K +$153K +309 New
HWM
1724
HighMark Wealth Management
Minnesota
$155K
HF
1725
Halpern Financial
Virginia
$154K

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.