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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
DPW
1876
DiNuzzo Private Wealth
Pennsylvania
$9.3K +$495 +1 +6%
GCM
1877
Gables Capital Management
Florida
$9.3K +$8.91K +18 New
RWM
1878
Reston Wealth Management
Virginia
$9.3K +$8.91K +18 New
FG
1879
Fairman Group
Pennsylvania
$8.78K
HWP
1880
Highline Wealth Partners
California
$7.24K +$2.47K +5 +56%
SN
1881
Sittner & Nelson
Oregon
$7.23K
TC
1882
Truvestments Capital
Florida
$7.23K +$6.93K +14 New
FPB
1883
First PREMIER Bank
South Dakota
$7K
SIC
1884
SJS Investment Consulting
Ohio
$6.72K
JFA
1885
JNBA Financial Advisors
Minnesota
$6.2K
TCA
1886
Trifecta Capital Advisors
Illinois
$6.2K
FRA
1887
Front Row Advisors
California
$6.2K
CAM
1888
Creekmur Asset Management
Illinois
$6.2K +$2.97K +6 +100%
WIM
1889
Westside Investment Management
California
$5.89K
VWWMG
1890
Vermillion & White Wealth Management Group
Pennsylvania
$5.68K
CIM
1891
Contravisory Investment Management
Massachusetts
$5.68K +$2.97K +6 +120%
CA
1892
Claris Advisors
Missouri
$5.68K +$5.44K +11 New
RAM
1893
Riggs Asset Management
Pennsylvania
$5.17K
RWA
1894
Redmont Wealth Advisors
Illinois
$5.17K
SCA
1895
Stuart Chaussee & Associates
California
$5.17K
JPWM
1896
Jamison Private Wealth Management
Georgia
$4.76K
TCM
1897
TD Capital Management
Tennessee
$4.66K +$2.47K +5 +125%
CMBA
1898
C.M. Bidwell & Associates
Hawaii
$4.65K +$4.45K +9 New
MFG
1899
Mendota Financial Group
Wisconsin
$4.65K +$4.45K +9 New
SIS
1900
Sound Income Strategies
Florida
$4.65K +$4.45K +9 New

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.