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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
CIM
176
Confluence Investment Management
Missouri
$83.6M -$1.04M -2,416 -1%
State of Tennessee, Department of Treasury
177
State of Tennessee, Department of Treasury
Tennessee
$83.3M +$3.09M +7,213 +4%
Vontobel Holding
178
Vontobel Holding
Switzerland
$83.3M -$1.66M -3,872 -2%
RP
179
Riverbridge Partners
Minnesota
$82M -$1.45M -3,371 -2%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$80.2M +$2.79M +6,506 +4%
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$79.8M -$279M -651,019 -78%
State of Wisconsin Investment Board
182
State of Wisconsin Investment Board
Wisconsin
$79.5M -$3.94M -9,176 -5%
CIC
183
Crawford Investment Counsel
Georgia
$79.2M +$1.96M +4,580 +3%
PAM
184
Panagora Asset Management
Massachusetts
$79.2M +$17.9M +41,703 +31%
JIC
185
Johnson Investment Counsel
Ohio
$79.1M -$2.73M -6,355 -3%
Chevy Chase Trust
186
Chevy Chase Trust
Maryland
$78.1M -$1.34M -3,119 -2%
Alkeon Capital Management
187
Alkeon Capital Management
New York
$75.7M
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$75.2M -$2.74M -6,394 -4%
NC
189
Nicholas Company
Wisconsin
$73.8M
BCIM
190
British Columbia Investment Management
British Columbia, Canada
$72.9M +$19.5M +45,426 +38%
SIC
191
Schwartz Investment Counsel
Michigan
$72.5M +$64.4K +150 +0.1%
Truist Financial
192
Truist Financial
North Carolina
$72.4M -$4.08M -9,520 -6%
KeyBank National Association
193
KeyBank National Association
Ohio
$72.1M -$1.32M -3,080 -2%
HighTower Advisors
194
HighTower Advisors
Illinois
$72M +$319K +743 +0.5%
JWBC
195
John W. Bristol & Co
New York
$72M -$1.34M -3,119 -2%
BHC
196
Bowen Hanes & Co
Florida
$71.9M -$1.69M -3,934 -2%
PL
197
Perpetual Ltd
Australia
$71.9M -$13M -30,397 -16%
Handelsbanken Fonder
198
Handelsbanken Fonder
Sweden
$71.6M -$16M -37,403 -19%
DB
199
Danske Bank
Denmark
$71.4M -$78.1M -182,100 -53%
Toronto Dominion Bank
200
Toronto Dominion Bank
Ontario, Canada
$71.1M -$12.8M -29,908 -16%

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.