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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
CWM
1826
Cedar Wealth Management
California
$1.78K
IRC
1827
Investors Research Corp
Georgia
$1.78K
FW
1828
Fairway Wealth
Ohio
$1.78K +$1.72K +4 New
CFD
1829
Creative Financial Designs
Indiana
$1.34K
KB
1830
Kimelman & Baird
New York
$1.34K +$1.29K +3 New
PI
1831
PEAK6 Investments
Illinois
$909 -$577K -1,345 -100%
W
1832
WealthCollab
Washington
$892 -$2.15K -5 -71%
FGAM
1833
Financial Gravity Asset Management
Texas
$446 -$22.3K -52 -98%
YDMI
1834
Y.D. More Investments
Israel
$203 +$73.4K +171 New
DWM
1835
Dogwood Wealth Management
Kansas
$19
PCFFS
1836
Pacific Center for Financial Services
California
$9
TP
1837
Third Point
New York
-$143M -335,000 Closed
TC
1838
TwinBeech Capital
New York
-$60.6M -142,460 Closed
GC
1839
Gillson Capital
Illinois
-$47.8M -112,461 Closed
AIG
1840
American International Group
New York
-$42.8M -100,604 Closed
PO
1841
PBCay One
United Arab Emirates
-$36.8M -86,500 Closed
SC
1842
Samlyn Capital
New York
-$33.4M -78,560 Closed
SH
1843
Svenska Handelsbanken
Sweden
-$32.7M -76,909 Closed
TPSF
1844
Texas Permanent School Fund
Texas
-$31.5M -74,129 Closed
WI
1845
Wafra Inc
New York
-$26.3M -61,783 Closed
N
1846
Natixis
France
-$19.5M -45,910 Closed
GAA
1847
Global Assets Advisory
Florida
-$102K -43,581 Closed
ADEF
1848
Adams Diversified Equity Fund
Maryland
-$16.8M -39,600 Closed
TA
1849
TRB Advisors
New York
-$14.9M -35,000 Closed
PHK
1850
Point72 Hong Kong
Hong Kong
-$13.5M -31,817 Closed

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.