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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
WIM
376
Waverton Investment Management
United Kingdom
$12.3M -$123K -285 -1%
Mirae Asset Global Investments
377
Mirae Asset Global Investments
South Korea
$11.9M +$1.41M +3,261 +13%
CBT
378
Central Bank & Trust
Kentucky
$11.9M -$90.6K -209 -0.7%
CIA
379
Covington Investment Advisors
Pennsylvania
$11.8M -$353K -815 -3%
FHA
380
First Horizon Advisors
Tennessee
$11.8M +$11.6M +26,841 +2,972%
MC
381
Minot Capital
Colorado
$11.7M
Wealth Enhancement Advisory Services
382
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$9.49M +21,910 +727%
DCM
383
Dupont Capital Management
Delaware
$11.5M -$4.32M -9,981 -27%
ACM
384
Academy Capital Management
Texas
$11.4M +$584K +1,347 +5%
GI
385
GAMCO Investors
Connecticut
$11.2M -$43.3K -100 -0.4%
PIM
386
Progressive Investment Management
Oregon
$11.1M +$66.7K +154 +0.6%
FT
387
Fiduciary Trust
Massachusetts
$10.9M +$68K +157 +0.6%
First Eagle Investment Management
388
First Eagle Investment Management
New York
$10.9M -$1.88M -4,346 -15%
PIM
389
Penobscot Investment Management
Massachusetts
$10.7M +$17.3K +40 +0.2%
HW
390
Hancock Whitney
Mississippi
$10.6M -$424K -978 -4%
MCM
391
Moore Capital Management
New York
$10.4M -$4.49M -10,365 -30%
TPM
392
Totem Point Management
New York
$10.4M -$2.65M -6,120 -20%
DSAM
393
Dock Street Asset Management
Florida
$10.3M +$71.9K +166 +0.7%
AAF
394
Andra AP-fonden
Sweden
$10.2M +$303K +700 +3%
CNAM
395
Campbell Newman Asset Management
Wisconsin
$10.2M +$13.9K +32 +0.1%
HIMCH
396
Hartford Investment Management Co (HIMCO)
Connecticut
$10.1M -$1.25M -2,877 -11%
Jane Street
397
Jane Street
New York
$10.1M +$6.88M +15,873 +202%
CSS
398
Cubist Systematic Strategies
Connecticut
$10.1M +$4.93M +11,377 +93%
PCM
399
Prana Capital Management
Connecticut
$10M -$35.8M -82,512 -78%
AII
400
AGF Investments Inc
Ontario, Canada
$10M -$691K -1,595 -6%

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.