We are live on ! Find out more
SPGI icon

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
GT
301
Greenleaf Trust
Michigan
$19.2M +$455K +1,051 +2%
YL
302
YCG LLC
Texas
$19M +$3.35M +7,724 +21%
NIG
303
NFJ Investment Group
Texas
$19M -$12.8M -29,609 -40%
BCIM
304
British Columbia Investment Management
British Columbia, Canada
$18.9M +$5.63K +13 +0%
DKCM
305
Davidson Kempner Capital Management
New York
$18.9M -$4.98M -11,500 -21%
Voloridge Investment Management
306
Voloridge Investment Management
Florida
$18.7M +$18.4M +42,458 +2,859%
URS
307
Utah Retirement Systems
Utah
$18.5M -$997K -2,300 -5%
BFO
308
Boston Family Office
Massachusetts
$18.4M +$441K +1,017 +2%
Osaic Holdings
309
Osaic Holdings
Arizona
$18.4M +$729K +1,683 +4%
CA
310
Claar Advisors
New York
$18.3M
WCA
311
Waratah Capital Advisors
Ontario, Canada
$18.2M +$4.66M +10,749 +34%
LOAME
312
Lombard Odier Asset Management (Europe)
United Kingdom
$18M +$18M +41,501 +4,401%
WT
313
Whittier Trust
California
$17.7M +$423K +976 +2%
TFM
314
TPI Fund Managers
United Kingdom
$17.5M +$108K +250 +0.6%
WP
315
Wedgewood Partners
Missouri
$17.5M -$190K -439 -1%
X
316
Xponance
Pennsylvania
$17.4M -$509K -1,174 -3%
Walleye Trading
317
Walleye Trading
New York
$17.4M -$4.05M -9,356 -19%
Public Sector Pension Investment Board (PSP Investments)
318
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.4M +$1.34M +3,102 +8%
Public Employees Retirement Association of Colorado
319
Public Employees Retirement Association of Colorado
Colorado
$17.2M -$29.5K -68 -0.2%
KPCM
320
Kings Point Capital Management
New York
$17.2M +$445K +1,027 +3%
KWILP
321
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.2M -$3.44M -7,948 -16%
SAM
322
Shell Asset Management
Netherlands
$17.1M +$80.2K +185 +0.5%
SLAM
323
Swiss Life Asset Management
$17M -$1.45M -3,339 -8%
BL
324
Bleichroeder LP
New York
$17M
PAM
325
Peak Asset Management
Colorado
$16.9M -$435K -1,005 -2%

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.