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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
PFG
1851
Peterson Financial Group
Iowa
$16.6K +$15.8K +32 New
SWA
1852
SOA Wealth Advisors
New York
$16.6K +$5.44K +11 +52%
AEPWM
1853
Atlantic Edge Private Wealth Management
Florida
$16.5K +$15.8K +32 New
CIAS
1854
CBIZ Investment Advisory Services
Ohio
$15.5K
CT
1855
Coastline Trust
Rhode Island
$15.5K +$14.8K +30 New
RTL
1856
Red Tortoise LLC
Georgia
$15.4K
LIS
1857
Legacy Investment Solutions
Idaho
$15.3K +$14.8K +30 New
LWMI
1858
Legacy Wealth Management (Idaho)
Idaho
$15.3K +$14.8K +30 New
HBW
1859
Hazlett, Burt & Watson
West Virginia
$15K
BHWM
1860
Beaird Harris Wealth Management
Texas
$14.5K
SFA
1861
Semmax Financial Advisors
North Carolina
$14.1K +$5.94K +12 +75%
SC
1862
SouthState Corp
Florida
$14K
MFT
1863
Moisand Fitzgerald Tamayo
Florida
$13.9K
APC
1864
Aspire Private Capital
North Carolina
$13.9K +$7.92K +16 +145%
MFS
1865
Mattson Financial Services
Michigan
$13.8K
CMA
1866
Cedar Mountain Advisors
Oregon
$13.4K
NSIM
1867
North Star Investment Management
Illinois
$13.4K
IAS
1868
IMA Advisory Services
Colorado
$13.4K +$12.9K +26 New
AW
1869
Avion Wealth
Texas
$13K +$1.98K +4 +17%
FIM
1870
FWL Investment Management
Texas
$12.9K
HWA
1871
Heritage Wealth Advisors
Virginia
$12.4K +$11.9K +24 New
MSG
1872
Main Street Group
Virginia
$11.9K +$4.95K +10 +77%
CJH
1873
Christopher J. Hasenberg
Wisconsin
$11.4K +$10.9K +22 New
HFM
1874
Harvest Fund Management
China
$11K +$10.4K +21 New
PA
1875
Pineridge Advisors
Missouri
$10.8K -$6.43K -13 -38%

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.