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S&P Global

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: 5663 (+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: 1,8291,834 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1926
Coho Partners
Pennsylvania
-$234K -549 Closed
BCM
1927
BlueCrest Capital Management
Jersey
-$217K -510 Closed
WFAG
1928
Worth Financial Advisory Group
North Carolina
-$216K -508 Closed
WWM
1929
Whalen Wealth Management
Nevada
-$214K -504 Closed
MBT
1930
Montecito Bank & Trust
California
-$212K -498 Closed
CCA
1931
Cottonwood Capital Advisors
Utah
-$203K -495 Closed
DWA
1932
Delap Wealth Advisory
Oregon
-$205K -483 Closed
OMC
1933
Old Mission Capital
Illinois
-$204K -479 Closed
NCTC
1934
New Covenant Trust Company
Indiana
-$178K -419 Closed
AAG
1935
Accordant Advisory Group
Maryland
-$129K -304 Closed
HFM
1936
Harvest Fund Management
China
-$103K -243 Closed
RA
1937
Rational Advisors
New York
-$83.4K -196 Closed
FFWA
1938
FRG Family Wealth Advisors
Washington
-$61.6K -148 Closed
QL
1939
Quarry LP
New York
-$57.9K -136 Closed
ACA
1940
Atlas Capital Advisors
Wyoming
-$51.9K -122 Closed
PAM
1941
Palisade Asset Management
Minnesota
-$37.4K -88 Closed
SG
1942
Sienna Gestion
France
-$27.2K -64 Closed
NIC
1943
Northwest Investment Counselors
Oregon
-$22.5K -53 Closed
SC
1944
Steph & Co
Wisconsin
-$15.3K -36 Closed
TFA
1945
Toth Financial Advisory
Virginia
-$12.8K -30 Closed
IPW
1946
Impact Partnership Wealth
Georgia
-$9.36K -22 Closed
FFC
1947
First Financial Corp
Indiana
-$7.66K -18 Closed
OPTFSNA
1948
Old Point Trust & Financial Services N A
Virginia
-$7.66K -18 Closed
RS
1949
Rakuten Securities
Japan
-$5.11K -12 Closed
FIM
1950
Fernwood Investment Management
Massachusetts
-$3.4K -8 Closed

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.