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S&P Global
SPGI

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: 63 → 67 (+4)

5% more funds holding

Funds holding: 1,834 → 1,927 (+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

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$588M
2
Morgan Stanley
Morgan Stanley
New York
+$485M
3
Capital International Investors
Capital International Investors
California
+$463M
4
IAIM
International Assets Investment Management
Florida
+$231M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$209M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$419M
2
Millennium Management
Millennium Management
New York
-$355M
3
Ameriprise
Ameriprise
Minnesota
-$267M
4
BlackRock
BlackRock
New York
-$266M
5
Norges Bank
Norges Bank
Norway
-$251M
Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
2001
Unique Wealth Strategies
Illinois
– -$6.81K -16 Closed
BC
2002
Belmont Capital
California
– -$6.69K -15 Closed
FCG
2003
Financial Connections Group
California
– -$6K -14 Closed
LIA
2004
Lynx Investment Advisory
District of Columbia
– -$5.35K -12 Closed
UFF
2005
USA Financial Formulas
Michigan
– -$5.35K -12 Closed
RCM
2006
Richardson Capital Management
Wisconsin
– -$4.46K -10 Closed
RWM
2007
Ruedi Wealth Management
Illinois
– -$4.46K -10 Closed
CC
2008
Cultivar Capital
Texas
– -$2.68K -6 Closed
CP
2009
Castleview Partners
Texas
– -$2.23K -5 Closed
FW
2010
Fairway Wealth
Ohio
– -$1.78K -4 Closed
IRC
2011
Investors Research Corp
Georgia
– -$1.78K -4 Closed
77 78 79 80
81

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.