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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
TLCM
1901
Twin Lakes Capital Management
California
$4.28K
CAC
1902
Core Alternative Capital
Georgia
$4.13K
ETS
1903
ESL Trust Services
New York
$4.13K
TAM
1904
Tucker Asset Management
Colorado
$4.13K
TCM
1905
TruNorth Capital Management
Michigan
$4.13K +$3.96K +8 New
KA
1906
Kozak & Associates
Colorado
$3.7K +$3.46K +7 New
NL
1907
NVWM LLC
Pennsylvania
$3.62K
IHWM
1908
Iron Horse Wealth Management
Iowa
$3.1K
WA
1909
WestEnd Advisors
North Carolina
$3.1K +$495 +1 +20%
BFS
1910
Burkett Financial Services
South Carolina
$3.1K +$2.97K +6 New
CTB
1911
Country Trust Bank
Illinois
$2.58K
JFG
1912
JDM Financial Group
Texas
$2.58K +$2.47K +5 New
1IA
1913
1620 Investment Advisors
Massachusetts
$2.11K +$148K +300 New
CWM
1914
Cedar Wealth Management
California
$2.07K
NCM
1915
Northwest Capital Management
Oregon
$2.07K
DCM
1916
Davis Capital Management
Florida
$2.07K +$1.98K +4 New
HGERS
1917
Householder Group Estate & Retirement Specialist
Arizona
$2K -$28.2K -57 -92%
VNA
1918
Valley National Advisers
Pennsylvania
$2K -$17.3K -35 -88%
CAM
1919
ClariVest Asset Management
California
$1.8K
KB
1920
Kimelman & Baird
New York
$1.55K
CAM
1921
Chesapeake Asset Management
New York
$1.55K +$1.49K +3 New
W
1922
WealthCollab
Washington
$1.03K
TFA
1923
Transamerica Financial Advisors
Florida
$1K -$90.6K -183 -99%
MIFH
1924
Migdal Insurance & Financial Holdings
Israel
$1K -$50.5K -102 -98%
IAIM
1925
International Assets Investment Management
Florida
$904 +$231M +466,757 +174,815%

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.