We are live on ! Find out more
SPGI icon

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
Mitsubishi UFJ Trust & Banking
151
Mitsubishi UFJ Trust & Banking
Japan
$112M -$12.9M -30,133 -11%
Credit Agricole
152
Credit Agricole
France
$112M +$99.1M +230,965 +1,163%
Victory Capital Management
153
Victory Capital Management
Texas
$110M +$6.26M +14,595 +6%
MNA
154
Manning & Napier Advisors
New York
$109M +$105M +243,928 New
Focus Partners Wealth
155
Focus Partners Wealth
Massachusetts
$107M +$100M +233,466 +3,368%
Select Equity Group
156
Select Equity Group
New York
$106M +$30.9M +71,920 +43%
NAM
157
Nissay Asset Management
Japan
$106M +$18.6M +43,345 +22%
LPL Financial
158
LPL Financial
California
$103M +$4.86M +11,339 +5%
Federated Hermes
159
Federated Hermes
Pennsylvania
$102M -$1.27M -2,967 -1%
SO
160
STRS Ohio
Ohio
$102M -$1.86M -4,338 -2%
SAM
161
Storebrand Asset Management
Norway
$101M +$334K +778 +0.3%
LWCA
162
Locust Wood Capital Advisers
New York
$100M +$5.34M +12,458 +6%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$97.5M +$2.3M +5,366 +3%
Man Group
164
Man Group
United Kingdom
$97.1M +$26.4M +61,443 +39%
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$96M +$3.88M +9,042 +4%
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$95.7M +$6.75M +15,742 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
167
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$95M +$27.1M +63,070 +42%
JHP
168
James Hambro & Partners
United Kingdom
$94.7M +$5.57M +12,973 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
169
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$94.4M -$43.3M -100,891 -32%
Massachusetts Financial Services
170
Massachusetts Financial Services
Massachusetts
$93.9M -$1.44M -3,349 -2%
BIM
171
Bridges Investment Management
Nebraska
$92.5M +$54.4M +126,902 +158%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$89.4M +$7.2M +16,786 +9%
AAIS
173
ABN AMRO Investment Solutions
$87.5M -$7.7M -17,943 -8%
Schroder Investment Management Group
174
Schroder Investment Management Group
United Kingdom
$86.3M +$38.2M +89,093 +85%
William Blair & Company
175
William Blair & Company
Illinois
$84.8M +$493K +1,148 +0.6%

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.