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S&P Global
SPGI

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: 56 → 63 (+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: 1,829 → 1,834 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$674M
2
BlackRock
BlackRock
New York
+$616M
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$587M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$436M
5
Swedbank
Swedbank
Sweden
+$334M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$311M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$279M
3
JP Morgan Chase
JP Morgan Chase
New York
-$266M
4
Citadel Advisors
Citadel Advisors
Florida
-$209M
5
Bessemer Group
Bessemer Group
New Jersey
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRC
1876
Pearl River Capital
Michigan
– -$2.06M -4,837 Closed
IFU
1877
iSAM Funds (UK)
United Kingdom
– -$2M -4,697 Closed
LAS
1878
Lloyd Advisory Services
Georgia
– -$1.75M -4,116 Closed
QCM
1879
Qsemble Capital Management
New York
– -$1.74M -4,094 Closed
XT
1880
XTX Topco
Cayman Islands
– -$1.74M -4,079 Closed
DTL
1881
Dynamic Technology Lab
Singapore
– -$1.73M -4,071 Closed
GCC
1882
Guardian Capital (Canada)
Ontario, Canada
– -$1.53M -3,590 Closed
TAM
1883
Tealwood Asset Management
Minnesota
– -$1.5M -3,519 Closed
RAM
1884
Readystate Asset Management
Illinois
– -$1.4M -3,271 Closed
TCM
1885
Teza Capital Management
Illinois
– -$1.38M -3,244 Closed
AWC
1886
Abundance Wealth Counselors
Pennsylvania
– -$1.36M -3,206 Closed
BL
1887
Balentine LLC
Georgia
– -$1.24M -2,903 Closed
ET
1888
Entropy Technologies
New York
– -$1.23M -2,893 Closed
RVPG
1889
Relative Value Partners Group
– -$1.29M -2,884 Closed
LAM
1890
LECAP Asset Management
United Kingdom
– -$1.21M -2,837 Closed
HWM
1891
Hohimer Wealth Management
Washington
– -$1.16M -2,721 Closed
LOAMU
1892
Lombard Odier Asset Management (USA)
New York
– -$1.11M -2,600 Closed
FRM
1893
Fox Run Management
Connecticut
– -$1.09M -2,564 Closed
SL
1894
Sonnipe Ltd
Isle Of Man
– -$910K -2,138 Closed
BC
1895
Bridgefront Capital
Texas
– -$860K -2,022 Closed
LNC
1896
Lincoln National Corp
Pennsylvania
– -$823K -1,935 Closed
MA
1897
Mezzasalma Advisors
New Jersey
– -$821K -1,930 Closed
DA
1898
Duality Advisers
Florida
– -$733K -1,723 Closed
EML
1899
Eos Management LP
New York
– -$733K -1,722 Closed
SRL
1900
Scientech Research LLC
New Jersey
– -$646K -1,518 Closed
74 75
76
77 78

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.