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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
Two Sigma Advisers
201
Two Sigma Advisers
New York
$69.6M -$34.3M -79,900 -34%
TD Asset Management
202
TD Asset Management
Ontario, Canada
$69.1M +$211K +492 +0.3%
Royal London Asset Management
203
Royal London Asset Management
United Kingdom
$68.9M +$5.15K +12 +0%
JCM
204
Junto Capital Management
New York
$67.6M +$65.1M +151,673 New
MG
205
Markel Group
Virginia
$67.2M
Asset Management One
206
Asset Management One
Japan
$65.7M -$1.28M -2,983 -2%
Cerity Partners
207
Cerity Partners
New York
$65.6M -$7.05M -16,438 -10%
Ohio Public Employees Retirement System (OPERS)
208
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.1M -$4.64M -10,823 -7%
CBUSF
209
Construction & Building Unions Superannuation Fund
Australia
$64.1M
GF
210
Gabelli Funds
New York
$63.8M -$2.56M -5,957 -4%
HPC
211
HM Payson & Co
Maine
$63.5M +$1.7M +3,957 +3%
VLKIM
212
Van Lanschot Kempen Investment Management
Netherlands
$62.1M +$3.81M +8,882 +7%
Treasurer of the State of North Carolina
213
Treasurer of the State of North Carolina
North Carolina
$61.6M -$1.64M -3,822 -3%
GKIM
214
GW&K Investment Management
Massachusetts
$60.3M -$1.24M -2,883 -2%
DAM
215
Delta Asset Management
Tennessee
$60.2M -$516K -1,202 -0.9%
VIM
216
Vancity Investment Management
British Columbia, Canada
$59.7M +$37.3M +86,974 +165%
WorldQuant Millennium Advisors
217
WorldQuant Millennium Advisors
New York
$58.9M +$13.8M +32,222 +32%
MSV
218
MN Services Vermogensbeheer
Netherlands
$57.1M -$1.24M -2,900 -2%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$57.1M -$2.03M -4,742 -4%
CA
220
Cullinan Associates
Kentucky
$56.9M -$129K -300 -0.2%
CM
221
Cercano Management
Washington
$56.4M
MAMU
222
Marathon Asset Management (UK)
United Kingdom
$56.1M -$3.2M -7,470 -6%
Westfield Capital Management
223
Westfield Capital Management
Massachusetts
$55.7M -$1.04M -2,413 -2%
SFG
224
Sather Financial Group
Texas
$55.6M +$1.18M +2,755 +2%
NONA
225
Ninety One North America
New York
$55.5M -$6.75M -15,734 -11%

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.