We are live on ! Find out more
SPGI icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.3B +$96.2M +194,322 +0.7%
BlackRock
2
BlackRock
New York
$13B -$266M -538,482 -2%
State Street
3
State Street
Massachusetts
$7.22B -$49.5M -100,092 -0.7%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$5.37B
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.58B +$145M +292,436 +3%
Capital International Investors
6
Capital International Investors
California
$3.53B +$463M +936,490 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.33B +$56M +113,146 +2%
Morgan Stanley
8
Morgan Stanley
New York
$3.24B +$485M +979,307 +18%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.08B +$183M +369,598 +7%
Bank of America
10
Bank of America
North Carolina
$2.58B +$31.2M +62,972 +1%
Edgewood Management
11
Edgewood Management
Connecticut
$2.03B -$30.7M -62,065 -2%
Norges Bank
12
Norges Bank
Norway
$1.82B -$251M -507,046 -13%
Invesco
13
Invesco
Georgia
$1.69B +$57.6M +116,402 +4%
Northern Trust
14
Northern Trust
Illinois
$1.42B -$67.2M -135,860 -5%
UBS AM
15
UBS AM
Illinois
$1.4B +$14.1M +28,458 +1%
Goldman Sachs
16
Goldman Sachs
New York
$1.39B +$2.01M +4,067 +0.2%
Wells Fargo
17
Wells Fargo
California
$1.38B +$24.6M +49,653 +2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.24B +$46.4M +93,840 +4%
Parnassus Investments
19
Parnassus Investments
California
$1.22B -$11.2M -22,655 -1%
Amundi
20
Amundi
France
$1.14B +$28.8M +58,179 +3%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.13B -$6.22M -12,575 -0.6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.07B -$26.5M -53,584 -3%
Ameriprise
23
Ameriprise
Minnesota
$1.02B -$267M -539,080 -21%
N
24
Nuveen
North Carolina
$1.01B -$22.3M -45,158 -2%
Charles Schwab
25
Charles Schwab
California
$1B +$13M +26,300 +1%

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.