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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
AW
1776
Avion Wealth
Texas
$10K +$2.57K +6 +35%
SWA
1777
SOA Wealth Advisors
New York
$9.41K -$429 -1 -5%
CAS
1778
Coppell Advisory Solutions
Texas
$9.37K +$9.01K +21 New
GFPC
1779
Global Financial Private Client
Florida
$8.47K
SFA
1780
Semmax Financial Advisors
North Carolina
$7.84K +$6.86K +16 New
FG
1781
Fairman Group
Pennsylvania
$7.58K
DPW
1782
DiNuzzo Private Wealth
Pennsylvania
$7.58K +$429 +1 +6%
UWS
1783
Unique Wealth Strategies
Illinois
$6.81K +$6.86K +16 New
BC
1784
Belmont Capital
California
$6.69K
SN
1785
Sittner & Nelson
Oregon
$6.24K
FCG
1786
Financial Connections Group
California
$6K
FPB
1787
First PREMIER Bank
South Dakota
$6K +$6.01K +14 New
SFC
1788
Strategic Financial Concepts
Texas
$5.82K +$4.83M +11,249 New
MSG
1789
Main Street Group
Virginia
$5.8K
SIC
1790
SJS Investment Consulting
Ohio
$5.8K -$41.2K -96 -88%
UFF
1791
USA Financial Formulas
Michigan
$5.35K -$10.7K -25 -68%
FRA
1792
Front Row Advisors
California
$5.35K
JFA
1793
JNBA Financial Advisors
Minnesota
$5.35K
TCA
1794
Trifecta Capital Advisors
Illinois
$5.35K
LIA
1795
Lynx Investment Advisory
District of Columbia
$5.35K +$5.15K +12 New
WIM
1796
Westside Investment Management
California
$5.35K +$5.15K +12 New
APC
1797
Aspire Private Capital
North Carolina
$4.91K
VWWMG
1798
Vermillion & White Wealth Management Group
Pennsylvania
$4.91K
ECM
1799
Everence Capital Management
Indiana
$4.63K -$429K -1,000 -8%
RWA
1800
Redmont Wealth Advisors
Illinois
$4.46K

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.