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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
HighTower Advisors
176
HighTower Advisors
Illinois
$89.9M +$6.1M +12,319 +8%
Chevy Chase Trust
177
Chevy Chase Trust
Maryland
$89M -$1.41M -2,858 -2%
Alkeon Capital Management
178
Alkeon Capital Management
New York
$87.6M -$75.2K -152 -0.1%
NC
179
Nicholas Company
Wisconsin
$85.5M
Focus Partners Wealth
180
Focus Partners Wealth
Massachusetts
$84.2M -$38.3M -77,375 -32%
SIC
181
Schwartz Investment Counsel
Michigan
$84M
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$83.4M +$1.01M +2,050 +1%
KeyBank National Association
183
KeyBank National Association
Ohio
$83.1M -$448K -905 -0.6%
Royal London Asset Management
184
Royal London Asset Management
United Kingdom
$82.5M +$2.5M +5,061 +3%
Point72 Asset Management
185
Point72 Asset Management
Connecticut
$82M -$63.7M -128,689 -45%
JWBC
186
John W. Bristol & Co
New York
$81.8M -$1.52M -3,070 -2%
BHC
187
Bowen Hanes & Co
Florida
$81.6M -$1.59M -3,209 -2%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$80.4M -$3.92M -7,929 -5%
CIM
189
Confluence Investment Management
Missouri
$80.3M -$15.8M -31,940 -17%
Handelsbanken Fonder
190
Handelsbanken Fonder
Sweden
$80.2M -$2.62M -5,298 -3%
JIC
191
Johnson Investment Counsel
Ohio
$79.7M -$11.4M -23,044 -13%
TD Asset Management
192
TD Asset Management
Ontario, Canada
$79.1M -$288K -582 -0.4%
MNA
193
Manning & Napier Advisors
New York
$78.9M -$45.1M -91,189 -37%
PL
194
Perpetual Ltd
Australia
$78.6M -$4.41M -8,904 -6%
Asset Management One
195
Asset Management One
Japan
$78.5M +$2.31M +4,661 +3%
MG
196
Markel Group
Virginia
$77.8M
OCBV
197
Ownership Capital B.V.
Netherlands
$76.8M +$73.6M +148,720 New
Man Group
198
Man Group
United Kingdom
$76.8M -$34.2M -69,054 -32%
BNP Paribas Asset Management
199
BNP Paribas Asset Management
France
$74.8M -$60.6M -122,409 -46%
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$73.2M -$1.08M -2,189 -2%

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.