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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
HI
1726
Harbour Investments
Wisconsin
$149K +$39.1K +79 +38%
DFA
1727
DHJJ Financial Advisors
Illinois
$145K
TIM
1728
Tortoise Investment Management
New York
$145K +$17.3K +35 +14%
AGWCA
1729
Annis Gardner Whiting Capital Advisors
Florida
$145K -$87.1K -176 -39%
TF
1730
Tompkins Financial
New York
$145K
TFIPS
1731
Towarzystwo Funduszy Inwestycyjnych PZU SA
$145K
WB
1732
Webster Bank
Connecticut
$142K
BGAI
1733
Bruce G. Allen Investments
Colorado
$136K -$21.3K -43 -14%
WI
1734
Wintrust Investments
Illinois
$132K -$1.12M -2,256 -90%
CPG
1735
Cornerstone Planning Group
New Jersey
$124K -$2.97K -6 -2%
HWA
1736
HHM Wealth Advisors
Tennessee
$123K +$4.45K +9 +4%
BWAM
1737
Boyd Watterson Asset Management
Ohio
$120K -$20.3K -41 -15%
FFA
1738
Fairfield Financial Advisors
Massachusetts
$117K
FMII
1739
Farmers & Merchants Investments Inc
Nebraska
$117K
ETC
1740
Exchange Traded Concepts
Oklahoma
$116K +$68.8K +139 +164%
HWM
1741
Hemington Wealth Management
Virginia
$114K +$118K +239 New
LFG
1742
Larson Financial Group
Missouri
$112K +$88.6K +179 +471%
AA
1743
Addison Advisors
Vermont
$110K +$495 +1 +0.5%
BFPW
1744
BOK Financial Private Wealth
Colorado
$109K
EFMH
1745
E Fund Management (HK)
Hong Kong
$108K +$18.3K +37 +21%
WPWM
1746
Western Pacific Wealth Management
Illinois
$108K
T
1747
TOBAM
France
$104K
PGAM
1748
Princeton Global Asset Management
New Jersey
$103K
PP
1749
PFS Partners
New Jersey
$101K
JWA
1750
JFS Wealth Advisors
Pennsylvania
$101K +$495 +1 +0.5%

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.