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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
MIC
1976
Meridian Investment Counsel
California
-$301K -676 Closed
AP
1977
Appleton Partners
Massachusetts
-$301K -675 Closed
JDR
1978
Jay D. Rosenbaum
-$291K -653 Closed
MAG
1979
MRA Advisory Group
New Jersey
-$291K -651 Closed
CWM
1980
Campbell Wealth Management
Virginia
-$285K -640 Closed
WF
1981
Wayfinding Financial
Washington
-$247K -554 Closed
WIC
1982
Wilkins Investment Counsel
Massachusetts
-$239K -535 Closed
MPW
1983
MGO Private Wealth
California
-$228K -511 Closed
TC
1984
TradeLink Capital
Illinois
-$223K -500 Closed
NCM
1985
Next Capital Management
New York
-$221K -495 Closed
CC
1986
Corton Capital
Ontario, Canada
-$206K -462 Closed
EFSCE
1987
Enterprise Financial Services Corp (EFSC)
Missouri
-$201K -450 Closed
FIA
1988
FNY Investment Advisers
New York
-$191K -430 Closed
ORAM
1989
One River Asset Management
Connecticut
-$193K -390 Closed
GI
1990
Gradient Investments
Minnesota
-$95K -213 Closed
SWS
1991
SYSTM Wealth Solutions
Illinois
-$66.7K -150 Closed
EC
1992
EdgeRock Capital
Colorado
-$41.9K -94 Closed
DWA
1993
Delos Wealth Advisors
Texas
-$20.1K -45 Closed
VWM
1994
Valley Wealth Managers
New Jersey
-$19.6K -44 Closed
PG
1995
Proffitt & Goodson
Tennessee
-$13.4K -30 Closed
TSWM
1996
Tyler-Stone Wealth Management
Ohio
-$13.4K -30 Closed
RFG
1997
RFP Financial Group
Georgia
-$12.5K -28 Closed
HDIM
1998
Hanson & Doremus Investment Management
Vermont
-$11K -25 Closed
SA
1999
Scarborough Advisors
Maryland
-$11.2K -25 Closed
RWMG
2000
Redwood Wealth Management Group
New Jersey
-$10.3K -23 Closed

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.