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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
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$29.2M +$4.67M +10,769 +19%
WIM
252
Weitz Investment Management
Nebraska
$29.1M
WBC
253
Westpac Banking Corp
Australia
$29.1M -$1.63M -3,768 -5%
CP
254
Cumberland Partners
Ontario, Canada
$28.8M +$1.38M +3,182 +5%
ASRS
255
Arizona State Retirement System
Arizona
$28.5M -$113K -260 -0.4%
FAF
256
Fjarde Ap-fonden
Sweden
$28.4M -$953K -2,200 -3%
Comerica Bank
257
Comerica Bank
Texas
$28.2M -$5.47M -12,626 -17%
NB
258
Norinchukin Bank
Japan
$27.7M +$24.4M +56,343 +640%
HCM
259
Howland Capital Management
Massachusetts
$27.6M +$1.44M +3,321 +5%
BIM
260
Bridges Investment Management
Nebraska
$27.5M -$1.92M -4,423 -6%
TMAM
261
Tokio Marine Asset Management
Japan
$27.4M -$2.08M -4,797 -7%
FAF
262
Första AP-fonden
Sweden
$27.3M +$5.98M +13,800 +27%
EWA
263
Exencial Wealth Advisors
Oklahoma
$27.1M +$4.7M +10,843 +20%
CWM
264
CIBC World Markets
New York
$27.1M +$998K +2,303 +4%
BTCPP
265
Border to Coast Pensions Partnership
United Kingdom
$26.8M
NMIFOAC
266
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.8M
OCM
267
Oribel Capital Management
New York
$26.7M +$27.3M +62,900 New
AWM
268
AE Wealth Management
Kansas
$26.7M +$1.5M +3,473 +6%
BC
269
Bartlett & Co
Ohio
$26.1M +$11.2M +25,951 +73%
BCWM
270
Bartlett & Co Wealth Management
Ohio
$26.1M +$11.2M +25,951 +73%
Calamos Advisors
271
Calamos Advisors
Illinois
$25.7M +$2.31M +5,330 +10%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$25.5M -$13.4M -30,945 -34%
CGPCS
273
Capital Group Private Client Services
California
$24.9M +$25.4M +58,671 New
M&T Bank
274
M&T Bank
New York
$24.8M -$141K -325 -0.6%
RHAM
275
Round Hill Asset Management
California
$24.4M -$214K -495 -0.9%

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.