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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
CCM
476
Carderock Capital Management
Maryland
$6.16M +$75.4K +174 +1%
IMRF
477
Illinois Municipal Retirement Fund
Illinois
$6M
CCG
478
Cypress Capital Group
Florida
$5.96M +$75K +173 +1%
KIA
479
KCM Investment Advisors
California
$5.93M -$327K -754 -5%
KRS
480
Kentucky Retirement Systems
Kentucky
$5.92M -$36K -83 -0.6%
Twin Tree Management
481
Twin Tree Management
Texas
$5.9M +$6.02M +13,889 New
KJHP
482
K.J. Harrison & Partners
Ontario, Canada
$5.87M
CTC
483
Central Trust Company
Missouri
$5.87M -$10.4K -24 -0.2%
PP
484
Paloma Partners
Connecticut
$5.87M -$1.57M -3,633 -21%
CNB
485
Camden National Bank
Maine
$5.84M +$108K +250 +2%
MCWS
486
McKinley Carter Wealth Services
West Virginia
$5.84M +$93.2K +215 +2%
Daiwa Securities Group
487
Daiwa Securities Group
Japan
$5.83M +$274K +632 +5%
ACA
488
Aptus Capital Advisors
Alabama
$5.78M -$1.7M -3,934 -22%
WTC
489
WhitTier Trust Company
Nevada
$5.72M +$247K +570 +4%
SC
490
Scholtz & Company
Connecticut
$5.71M +$52.9K +122 +0.9%
Credit Agricole
491
Credit Agricole
France
$5.68M -$2.03M -4,684 -26%
PP
492
PDT Partners
New York
$5.65M
OAG
493
Orbis Allan Gray
Bermuda
$5.64M
HLCM
494
Hickory Lane Capital Management
New York
$5.63M +$5.74M +13,250 New
GCA
495
Greenwood Capital Associates
South Carolina
$5.62M
TCM
496
Twin Capital Management
Pennsylvania
$5.61M -$2.51M -5,782 -30%
CIS
497
Capital International Sarl
California
$5.58M -$595K -1,373 -9%
MML Investors Services
498
MML Investors Services
Massachusetts
$5.56M +$314K +725 +6%
OCM
499
Olstein Capital Management
New York
$5.52M -$217K -500 -4%
RWP
500
Ridgecrest Wealth Partners
California
$5.52M

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.