We are live on ! Find out more
SPGI icon

S&P Global

1,539 hedge funds and large institutions have $106B invested in S&P Global in 2021 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 635 increasing their positions, 421 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 68

51% more repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 421

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

11% more capital invested

Capital invested by funds: $95.2B → $106B (+$10.7B)

9% more funds holding

Funds holding: 1,4121,539 (+127)

1.38% more ownership

Funds ownership: 93.49%94.87% (+1.4%)

31% less call options, than puts

Call options by funds: $793M | Put options by funds: $1.15B

Holders
1,539
Holders Change
+127
Holders Change %
+8.99%
% of All Funds
23.68%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.02%
New
216
Increased
635
Reduced
421
Closed
68
Calls
$793M
Puts
$1.15B
Net Calls
-$359M
Net Calls Change
-$654M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$45.5M +$1.46M +3,192 +3%
SCP
227
Soroban Capital Partners
New York
$45.3M
Teacher Retirement System of Texas
228
Teacher Retirement System of Texas
Texas
$45.2M +$8.83M +19,313 +25%
CW
229
Connectus Wealth
Ohio
$44M -$339K -742 -0.8%
SCM
230
Snowhook Capital Management
New York
$43.8M +$42.4M +92,760 New
AAM
231
Aureus Asset Management
Massachusetts
$43.1M +$13.3K +29 +0%
CS
232
Candriam SCA
Luxembourg
$43.1M -$824K -1,802 -2%
Handelsbanken Fonder
233
Handelsbanken Fonder
Sweden
$42.8M +$27K +59 +0.1%
ICP
234
Ironvine Capital Partners
Nebraska
$42.4M -$6.89M -15,072 -14%
AIG
235
American International Group
New York
$42.3M -$310K -678 -0.7%
EOJOAM
236
E. Ohman J:or Asset Management
Sweden
$41.7M -$2.91M -6,358 -7%
SBH
237
Segall Bryant & Hamill
Illinois
$41.5M +$97.4K +213 +0.2%
JMPWA
238
JP Morgan Private Wealth Advisors
California
$40M -$531K -1,160 -1%
GIA
239
Gateway Investment Advisers
Ohio
$39.9M +$1.51M +3,298 +4%
Connor, Clark & Lunn Investment Management (CC&L)
240
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39.7M -$7.42M -16,214 -16%
BAMF
241
BI Asset Management Fondsmaeglerselskab
Denmark
$39M -$287K -628 -0.8%
NSLI
242
Nan Shan Life Insurance
Taiwan
$38.7M
Brown Advisory
243
Brown Advisory
Maryland
$38.6M -$244K -534 -0.6%
Public Sector Pension Investment Board (PSP Investments)
244
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.6M +$18.7M +40,848 +100%
NP
245
NS Partners
United Kingdom
$37.9M +$2.42M +5,294 +7%
DKCM
246
Davidson Kempner Capital Management
New York
$37.5M +$16M +35,055 +79%
Natixis Advisors
247
Natixis Advisors
Massachusetts
$37.3M +$3.72M +8,127 +11%
KA
248
Kerrisdale Advisers
Florida
$37.1M -$7.83M -17,113 -18%
GIP
249
Granite Investment Partners
California
$35.8M +$925K +2,021 +3%
D.E. Shaw & Co
250
D.E. Shaw & Co
New York
$34.3M +$7.38M +16,126 +29%

SPGI Hedge Fund Activity: Q4 2021 in Review

1,539 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2021, worth a combined $106B — up 11% from $95.2B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new SPGI positions and 68 closed out — a net gain of 148 holders — while 635 added to existing stakes and 421 trimmed.

The largest buyer was BlackRock, adding an estimated $584M. The largest seller was TCI Fund Management, cutting an estimated $488M.

  • 1,539 institutional investors held S&P Global (SPGI) as of Q4 2021, up from 1,412 in Q3 2021.
  • Funds reported $106B of S&P Global stock for Q4 2021, up 11% quarter-over-quarter.
  • 216 funds opened new S&P Global positions in Q4 2021 and 68 closed out, a net change of +148 holders.
  • The largest S&P Global buyer in Q4 2021 was BlackRock, an estimated $584M added.
  • The largest S&P Global seller in Q4 2021 was TCI Fund Management, an estimated $488M sold.

Based on aggregated 13F filings for Q4 2021.