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S&P Global

1,412 hedge funds and large institutions have $95.2B invested in S&P Global in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 572 increasing their positions, 455 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 51

35% more call options, than puts

Call options by funds: $1.14B | Put options by funds: $843M

26% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 455

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

4% more funds holding

Funds holding: 1,3561,412 (+56)

4% more capital invested

Capital invested by funds: $91.5B → $95.2B (+$3.7B)

0.3% more ownership

Funds ownership: 93.19%93.49% (+0.3%)

Holders
1,412
Holders Change
+56
Holders Change %
+4.13%
% of All Funds
24.72%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.96%
New
120
Increased
572
Reduced
455
Closed
51
Calls
$1.14B
Puts
$843M
Net Calls
+$295M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
226
Connectus Wealth
Ohio
$39.9M +$290K +669 +0.7%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$39.6M +$2.43M +5,599 +6%
CS
228
Candriam SCA
Luxembourg
$39.6M +$2.62M +6,050 +7%
AAM
229
Aureus Asset Management
Massachusetts
$38.8M +$342K +789 +0.9%
Handelsbanken Fonder
230
Handelsbanken Fonder
Sweden
$38.5M -$24.7K -57 -0.1%
AIG
231
American International Group
New York
$38.4M -$2.75M -6,344 -7%
SBH
232
Segall Bryant & Hamill
Illinois
$37.2M -$330K -761 -0.9%
JMPWA
233
JP Morgan Private Wealth Advisors
California
$36.5M -$18.1M -41,689 -33%
BAMF
234
BI Asset Management Fondsmaeglerselskab
Denmark
$35.4M -$5.42M -12,513 -13%
Retirement Systems of Alabama
235
Retirement Systems of Alabama
Alabama
$35.2M -$2.32M -5,362 -6%
Brown Advisory
236
Brown Advisory
Maryland
$35M +$322K +744 +0.9%
NSLI
237
Nan Shan Life Insurance
Taiwan
$34.9M -$9.4M -21,700 -21%
GIA
238
Gateway Investment Advisers
Ohio
$34.5M -$39K -90 -0.1%
VRS
239
Virginia Retirement Systems
Virginia
$34.2M -$60.4M -139,300 -63%
AIM
240
Artemis Investment Management
United Kingdom
$33M +$1.99M +4,587 +6%
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
$32.5M +$9.5M +21,917 +40%
NP
242
NS Partners
United Kingdom
$31.9M -$782K -1,805 -2%
RG
243
Renaissance Group
Kentucky
$31.7M -$380K -876 -1%
GIP
244
Granite Investment Partners
California
$31.4M -$24.7K -57 -0.1%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$30.7M +$4.91M +11,323 +19%
UIM
246
USS Investment Management
United Kingdom
$30.2M -$139M -320,518 -82%
Natixis Advisors
247
Natixis Advisors
Massachusetts
$30.1M +$3.62M +8,349 +13%
EWA
248
EP Wealth Advisors
California
$29.5M +$1.42M +3,284 +5%
LCM
249
Lionstone Capital Management
New York
$29.4M
RBCM
250
Raub Brock Capital Management
California
$29.3M -$776K -1,792 -3%

SPGI Hedge Fund Activity: Q3 2021 in Review

1,412 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2021, worth a combined $95.2B — up 4% from $91.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new SPGI positions and 51 closed out — a net gain of 69 holders — while 572 added to existing stakes and 455 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $323M. The largest seller was T. Rowe Price Associates, cutting an estimated $491M.

  • 1,412 institutional investors held S&P Global (SPGI) as of Q3 2021, up from 1,356 in Q2 2021.
  • Funds reported $95.2B of S&P Global stock for Q3 2021, up 4% quarter-over-quarter.
  • 120 funds opened new S&P Global positions in Q3 2021 and 51 closed out, a net change of +69 holders.
  • The largest S&P Global buyer in Q3 2021 was 1832 Asset Management, an estimated $323M added.
  • The largest S&P Global seller in Q3 2021 was T. Rowe Price Associates, an estimated $491M sold.

Based on aggregated 13F filings for Q3 2021.