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
BBA
401
BLB&B Advisors
Pennsylvania
$9.94M +$252K +581 +3%
RCW
402
Rheos Capital Works
Japan
$9.9M
CGH
403
Crossmark Global Holdings
Texas
$9.8M -$224K -518 -2%
CPH
404
C Partners Holding
Switzerland
$9.77M -$244K -563 -2%
HWAM
405
Hennion & Walsh Asset Management
New Jersey
$9.74M +$1.63M +3,759 +20%
RE
406
RBC Europe
United Kingdom
$9.69M +$422K +973 +4%
SSWM
407
Smith Salley Wealth Management
North Carolina
$9.6M +$99.7K +230 +1%
SCA
408
Spearhead Capital Advisors
Florida
$9.58M -$345K -797 -3%
KWM
409
Kingsview Wealth Management
Oregon
$9.52M +$26K +60 +0.3%
FDCDDQ
410
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.38M -$840K -1,938 -8%
OSIA
411
O'Shares Investment Advisers
Massachusetts
$9.33M -$1.61M -3,711 -14%
Creative Planning
412
Creative Planning
Kansas
$9.13M +$97.1K +224 +1%
CPA
413
Court Place Advisors
Maryland
$8.93M
HFS
414
Haverford Financial Services
Pennsylvania
$8.9M -$8.23K -19 -0.1%
SAM
415
Securian Asset Management
Minnesota
$8.87M -$141K -325 -2%
PAM
416
Peninsula Asset Management
Florida
$8.85M +$273K +631 +3%
BHIA
417
Birch Hill Investment Advisors
Massachusetts
$8.8M -$167K -385 -2%
FC
418
Fulcrum Capital
Washington
$8.69M +$202K +467 +2%
OBGC
419
O'Brien Greene & Co
Pennsylvania
$8.64M +$20.4K +47 +0.2%
IG
420
ING Group
Netherlands
$8.6M +$7.52M +17,348 +601%
CQS
421
Credential Qtrade Securities
$8.56M +$589K +1,360 +7%
OPERF
422
Oregon Public Employees Retirement Fund
Oregon
$8.53M
CC
423
Cypress Capital
Tennessee
$8.52M +$8.69M +20,062 New
BPC
424
Banque Pictet & Cie
Switzerland
$8.51M
ClearBridge Investments
425
ClearBridge Investments
New York
$8.47M -$32.5K -75 -0.4%

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.