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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
AP
1751
Atwood & Palmer
Missouri
$101K +$92K +186 +2,067%
DCM
1752
Disciplina Capital Management
Tennessee
$100K -$17.8K -36 -16%
HCM
1753
Hollencrest Capital Management
California
$99.7K +$7.42K +15 +8%
MCM
1754
MV Capital Management
Maryland
$98.2K
AT
1755
Arlington Trust
Alabama
$98.2K +$5.44K +11 +6%
AFG
1756
Albion Financial Group
Utah
$98.2K +$94K +190 New
HIIFS
1757
Harel Insurance Investments & Financial Services
Israel
$96K -$38.6K -78 -30%
MWM
1758
Mascoma Wealth Management
New Hampshire
$95.6K
OC
1759
Oakworth Capital
Alabama
$95.6K +$31.7K +64 +53%
RA
1760
Rise Advisors
New York
$95K +$495 +1 +0.5%
WPA
1761
West Paces Advisors
Georgia
$92K -$11.4K -23 -11%
AA
1762
Ancora Advisors
Ohio
$88K +$990 +2 +1%
JGIA
1763
Jackson Grant Investment Advisers
Connecticut
$86.8K
CHA
1764
Carmichael Hill & Associates
Maryland
$86.3K
FFO
1765
Fortitude Family Office
Arizona
$82.1K +$38.1K +77 +94%
HCP
1766
Hexagon Capital Partners
Arkansas
$81.6K +$20.8K +42 +36%
AWM
1767
Atticus Wealth Management
Florida
$79.6K
GA
1768
GoalVest Advisory
New York
$79K +$11.9K +24 +19%
EWP
1769
Elevation Wealth Partners
California
$77.5K
ADL
1770
Asset Dedication LLC
California
$75.9K -$1.98K -4 -3%
CYG
1771
Clean Yield Group
Vermont
$75.4K +$6.43K +13 +10%
LJHT
1772
Laurie J. Hall Trustee
$75K
ITIM
1773
Indiana Trust & Investment Management
Indiana
$74.9K -$24.7K -50 -26%
FCA
1774
FinTrust Capital Advisors
South Carolina
$74.9K
PPA
1775
Painted Porch Advisors
California
$74.4K

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.