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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
RG
251
Renaissance Group
Kentucky
$33.9M -$1.24M -2,718 -4%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$33.9M -$214K -467 -0.6%
RFC
253
Regions Financial Corp
Alabama
$33.9M +$23.8M +51,988 +263%
UIM
254
USS Investment Management
United Kingdom
$33.6M
FAF
255
Första AP-fonden
Sweden
$33.3M +$2.84M +6,200 +10%
EWA
256
EP Wealth Advisors
California
$33.3M +$525K +1,147 +2%
Cambridge Investment Research Advisors
257
Cambridge Investment Research Advisors
Iowa
$32.8M +$340K +743 +1%
AB
258
Amalgamated Bank
New York
$32.7M +$5.56M +12,162 +21%
LCM
259
Lionstone Capital Management
New York
$32.7M
WIM
260
Weitz Investment Management
Nebraska
$32.5M +$137K +299 +0.4%
BCWM
261
Bartlett & Co Wealth Management
Ohio
$32M +$2.9M +6,341 +10%
BC
262
Bartlett & Co
Ohio
$32M +$2.9M +6,341 +10%
ASRS
263
Arizona State Retirement System
Arizona
$31.1M -$536K -1,172 -2%
TMAM
264
Tokio Marine Asset Management
Japan
$30.8M +$414K +906 +1%
HCM
265
Howland Capital Management
Massachusetts
$30.8M +$98.8K +216 +0.3%
BIM
266
Bridges Investment Management
Nebraska
$30.6M +$31.1K +68 +0.1%
FAF
267
Fjarde Ap-fonden
Sweden
$30M -$1.56M -3,400 -5%
NMIFOAC
268
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$29.7M
Calamos Advisors
269
Calamos Advisors
Illinois
$29.7M +$1.11M +2,433 +4%
RBCM
270
Raub Brock Capital Management
California
$29.3M
AWM
271
AE Wealth Management
Kansas
$27.8M -$1.82M -3,970 -6%
CGPCS
272
Capital Group Private Client Services
California
$27.7M +$53.1K +116 +0.2%
RJFSA
273
Raymond James Financial Services Advisors
Florida
$27.4M +$542K +1,184 +2%
M&T Bank
274
M&T Bank
New York
$27.2M -$305K -666 -1%
RHAM
275
Round Hill Asset Management
California
$27.1M

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.