We are live on ! Find out more
SPGI icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.1B +$275M +640,131 +2%
BlackRock
2
BlackRock
New York
$11.5B +$616M +1,435,430 +6%
State Street
3
State Street
Massachusetts
$6.28B -$3.66M -8,531 -0.1%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$4.64B +$587M +1,367,466 +15%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.82B +$674M +1,570,188 +22%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.83B +$35.7M +83,327 +1%
Capital International Investors
7
Capital International Investors
California
$2.63B +$47.2M +109,920 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.5B -$110M -256,376 -4%
Morgan Stanley
9
Morgan Stanley
New York
$2.36B +$24M +55,846 +1%
Bank of America
10
Bank of America
North Carolina
$2.2B +$55.9M +130,277 +3%
Norges Bank
11
Norges Bank
Norway
$1.8B +$135M +314,539 +8%
Edgewood Management
12
Edgewood Management
Connecticut
$1.78B +$124M +288,894 +8%
Invesco
13
Invesco
Georgia
$1.41B +$28.5M +66,376 +2%
Northern Trust
14
Northern Trust
Illinois
$1.29B -$10.4M -24,223 -0.8%
UBS AM
15
UBS AM
Illinois
$1.2B +$295M +688,081 +34%
Goldman Sachs
16
Goldman Sachs
New York
$1.2B +$136M +317,104 +13%
Wells Fargo
17
Wells Fargo
California
$1.17B -$6.99M -16,300 -0.6%
Ameriprise
18
Ameriprise
Minnesota
$1.12B +$128M +298,645 +13%
Parnassus Investments
19
Parnassus Investments
California
$1.06B -$9.41M -21,928 -0.9%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$1.03B -$135M -315,302 -12%
Legal & General Group
21
Legal & General Group
United Kingdom
$982M -$17.7M -41,230 -2%
Amundi
22
Amundi
France
$963M +$36.6M +85,206 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$950M -$35.2M -82,073 -4%
SGA
24
Sustainable Growth Advisers
Connecticut
$946M -$33.4M -77,851 -4%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$899M -$23.4M -54,439 -3%

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.