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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
BCMLT
1826
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.1K +$10.9K +22 +52%
LWANC
1827
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.5K +$12.4K +25 +66%
VAMG
1828
Voisard Asset Management Group
Michigan
$32K +$13.4K +27 +77%
PP
1829
Pacifica Partners
Canada
$31.5K
CPA
1830
Capital Performance Advisors
California
$30.7K +$29.2K +59 New
PWMG
1831
Private Wealth Management Group
New Jersey
$30.5K +$495 +1 +2%
NAAA
1832
New Age Alpha Advisors
New York
$28.9K +$16.3K +33 +143%
FPFS
1833
First Personal Financial Services
North Carolina
$28.9K +$27.7K +56 New
OLVIG
1834
Oliver Lagore Vanvalin Investment Group
Michigan
$28.5K +$3.96K +8 +17%
PCWA
1835
Pacific Capital Wealth Advisors
California
$27.4K -$11.4K -23 -30%
NIC
1836
Northwest Investment Counselors
Oregon
$27.4K +$26.2K +53 New
VWA
1837
Valued Wealth Advisors
Utah
$26.1K -$8.91K -18 -26%
CTWM
1838
Cherry Tree Wealth Management
Minnesota
$22.5K
CCMI
1839
Creative Capital Management Investments
California
$22.2K
BL
1840
BFSG LLC
California
$21.7K
DCP
1841
DSM Capital Partners
Florida
$21.7K
AS
1842
Altshuler Shaham
Israel
$21.7K +$20.8K +42 New
TH
1843
TCTC Holdings
Texas
$21.2K
PP
1844
PrairieView Partners
Minnesota
$21K
SVCP
1845
Silicon Valley Capital Partners
California
$20.9K
NFA
1846
Northwest Financial Advisors
Virginia
$20.6K +$19.8K +40 New
WTA
1847
Washington Trust Advisors
Massachusetts
$19.6K
BGA
1848
Battery Global Advisors
Massachusetts
$18.7K +$17.8K +36 New
SL
1849
Salomon & Ludwin
Virginia
$17.6K +$3.96K +8 +31%
AFS
1850
Annapolis Financial Services
Maryland
$16.7K +$495 +1 +3%

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.