We are live on ! Find out more
SPGI icon

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
PP
1801
Pingora Partners
Wyoming
$49.1K
WBC
1802
West Branch Capital
Massachusetts
$49.1K +$495 +1 +1%
CWC
1803
Carolinas Wealth Consulting
North Carolina
$49K +$2.47K +5 +6%
EFP
1804
EnRich Financial Partners
Wisconsin
$47.5K
CAM
1805
Clarity Asset Management
Iowa
$47.2K -$1.98K -4 -4%
FGA
1806
Fortis Group Advisors
New Jersey
$46.5K
ABWM
1807
Alpine Bank Wealth Management
Colorado
$46.5K +$44.5K +90 New
MAM
1808
Meeder Asset Management
Ohio
$45.5K +$1.98K +4 +5%
CAS
1809
Coppell Advisory Solutions
Texas
$45.1K +$33.2K +67 +319%
HB
1810
Horizon Bancorp
Indiana
$45K -$1.98K -4 -4%
FMP
1811
Financial Management Professionals
Texas
$45K +$12.4K +25 +40%
ACM
1812
Anfield Capital Management
California
$44.4K
PCMC
1813
Planning Capital Management Corporation
Pennsylvania
$43.4K -$165K -334 -80%
BSB
1814
Bangor Savings Bank
Maine
$41.8K -$2.47K -5 -6%
FFA
1815
Frazier Financial Advisors
Ohio
$41.4K -$5.44K -11 -12%
RI
1816
Ridgewood Investments
New Jersey
$41.3K -$495 -1 -1%
AP
1817
Aspect Partners
Virginia
$38.2K -$1.49K -3 -4%
FPF
1818
First Pacific Financial
Washington
$37.8K
LI
1819
LRI Investments
Florida
$36.9K +$8.64M +17,463 +69,852%
HGA
1820
Hobbs Group Advisors
South Carolina
$36.2K
DF
1821
Dunhill Financial
United Kingdom
$36.2K +$16.8K +34 +94%
RMC
1822
Resources Management Corp
Connecticut
$36K
AWM
1823
Abound Wealth Management
Tennessee
$35.8K +$4.95K +10 +17%
CJ
1824
Caitlin John
Michigan
$34.2K +$30.7K +62 +1,240%
S
1825
Sachetta
Massachusetts
$34.1K +$3.46K +7 +12%

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.