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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
WTA
1751
Washington Trust Advisors
Massachusetts
$16.9K -$5.15K -12 -24%
LWANC
1752
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.9K
DF
1753
Dunhill Financial
United Kingdom
$16.2K +$2.57K +6 +20%
VAMG
1754
Voisard Asset Management Group
Michigan
$15.6K
PA
1755
Pineridge Advisors
Missouri
$15.2K +$4.29K +10 +42%
HBW
1756
Hazlett, Burt & Watson
West Virginia
$14K
AFS
1757
Annapolis Financial Services
Maryland
$13.8K
MFS
1758
Mattson Financial Services
Michigan
$13.8K +$13.3K +31 New
CIAS
1759
CBIZ Investment Advisory Services
Ohio
$13.4K
TSWM
1760
Tyler-Stone Wealth Management
Ohio
$13.4K
PG
1761
Proffitt & Goodson
Tennessee
$13.4K +$12.9K +30 New
RTL
1762
Red Tortoise LLC
Georgia
$13.3K
BHWM
1763
Beaird Harris Wealth Management
Texas
$12.7K +$3K +7 +33%
RFG
1764
RFP Financial Group
Georgia
$12.5K +$429 +1 +4%
SC
1765
SouthState Corp
Florida
$12.1K -$3.43K -8 -23%
MFT
1766
Moisand Fitzgerald Tamayo
Florida
$12K
SL
1767
Salomon & Ludwin
Virginia
$11.6K -$27.9K -65 -71%
CMA
1768
Cedar Mountain Advisors
Oregon
$11.6K
NSIM
1769
North Star Investment Management
Illinois
$11.6K
LI
1770
LRI Investments
Florida
$11.2K -$3K -7 -22%
SA
1771
Scarborough Advisors
Maryland
$11.2K +$429 +1 +4%
FIM
1772
FWL Investment Management
Texas
$11.2K +$10.7K +25 New
HDIM
1773
Hanson & Doremus Investment Management
Vermont
$11K
NAAA
1774
New Age Alpha Advisors
New York
$10.3K +$9.87K +23 New
RWMG
1775
Redwood Wealth Management Group
New Jersey
$10.3K +$9.87K +23 New

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.