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
PCWA
1726
Pacific Capital Wealth Advisors
California
$33.9K +$32.6K +76 New
FPF
1727
First Pacific Financial
Washington
$32.6K +$10.3K +24 +49%
HGA
1728
Hobbs Group Advisors
South Carolina
$31.2K +$30K +70 New
RMC
1729
Resources Management Corp
Connecticut
$31K
VWA
1730
Valued Wealth Advisors
Utah
$30.5K
S
1731
Sachetta
Massachusetts
$28.8K +$12.9K +30 +103%
FMP
1732
Financial Management Professionals
Texas
$28K
PP
1733
Pacifica Partners
Canada
$27.4K
HH
1734
HWG Holdings
Texas
$27.2K +$26.2K +61 New
HGERS
1735
Householder Group Estate & Retirement Specialist
Arizona
$27K +$2.15K +5 +9%
AWM
1736
Abound Wealth Management
Tennessee
$26.4K +$429 +1 +2%
PWMG
1737
Private Wealth Management Group
New Jersey
$25.9K
OLVIG
1738
Oliver Lagore Vanvalin Investment Group
Michigan
$21K -$9.01K -21 -31%
DWA
1739
Delos Wealth Advisors
Texas
$20.1K
VWM
1740
Valley Wealth Managers
New Jersey
$19.6K +$18.9K +44 New
CTWM
1741
Cherry Tree Wealth Management
Minnesota
$19.4K +$11.2K +26 +144%
CCMI
1742
Creative Capital Management Investments
California
$19.2K
BCMLT
1743
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.8K +$6.43K +15 +56%
BL
1744
BFSG LLC
California
$18.7K
DCP
1745
DSM Capital Partners
Florida
$18.7K
TH
1746
TCTC Holdings
Texas
$18.3K
PP
1747
PrairieView Partners
Minnesota
$18K
SVCP
1748
Silicon Valley Capital Partners
California
$18K
VNA
1749
Valley National Advisers
Pennsylvania
$17K +$858 +2 +5%
LFG
1750
Larson Financial Group
Missouri
$17K -$3K -7 -16%

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.