S&P Global
SPGI
1,356 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 544 increasing their positions, 417 reducing their positions, and 68 closing their positions.
110% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 68
33% more funds holding in top 10
Funds holding in top 10: 39 → 52 (+13)
30% more repeat investments, than reductions
Existing positions increased: 544 | Existing positions reduced: 417
20% more capital invested
Capital invested by funds: $76B → $91.5B (+$15.6B)
5% more funds holding
Funds holding: 1,297 → 1,356 (+59)
3.35% more ownership
Funds ownership: 89.84% → 93.19% (+3.3%)
9% more call options, than puts
Call options by funds: $998M | Put options by funds: $916M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$670M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$470M |
| 3 |
Goldman Sachs
New York
|
+$292M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$220M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$214M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Natixis
Paris,
France
|
-$131M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$119M |
| 3 |
BMSSC
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
-$96.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$92.3M |
| 5 |
SCP
Soroban Capital Partners
New York
|
-$90.6M |
SPGI Hedge Fund Activity: Q2 2021 in Review
1,356 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2021, worth a combined $91.5B — up 20% from $76B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new SPGI positions and 68 closed out — a net gain of 75 holders — while 544 added to existing stakes and 417 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $670M. The largest seller was Natixis, exiting entirely with an estimated $131M sold.
- 1,356 institutional investors held S&P Global (SPGI) as of Q2 2021, up from 1,297 in Q1 2021.
- Funds reported $91.5B of S&P Global stock for Q2 2021, up 20% quarter-over-quarter.
- 143 funds opened new S&P Global positions in Q2 2021 and 68 closed out, a net change of +75 holders.
- The largest S&P Global buyer in Q2 2021 was JP Morgan Chase, an estimated $670M added.
- The largest S&P Global seller in Q2 2021 was Natixis, an estimated $131M sold.
Based on aggregated 13F filings for Q2 2021.