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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
CAM
526
Cozad Asset Management
Illinois
$4.81M +$464K +1,070 +10%
CG
527
Cutler Group
California
$4.71M +$4.81M +11,090 New
CCM
528
Covington Capital Management
California
$4.71M +$771K +1,779 +19%
MGWM
529
Marks Group Wealth Management
Minnesota
$4.68M +$9.53K +22 +0.2%
HA
530
Harbor Advisors
Florida
$4.67M
SAM
531
Sompo Asset Management
Japan
$4.67M -$204K -470 -4%
CFG
532
Citizens Financial Group
Rhode Island
$4.65M -$88.8K -205 -2%
SGM
533
Skye Global Management
Florida
$4.63M +$4.72M +10,900 New
SAM
534
Sabadell Asset Management
Spain
$4.62M +$201K +465 +4%
TAMH
535
Taikang Asset Management (HK)
Hong Kong
$4.54M
MA
536
MUFG Americas
New York
$4.53M -$150K -347 -3%
DC
537
Davenport & Co
Virginia
$4.51M +$3.9M +9,006 +561%
SAM
538
Stansberry Asset Management
Texas
$4.51M +$736K +1,699 +19%
S
539
swisspartners
Liechtenstein
$4.47M -$821K -1,895 -15%
DI
540
Diligent Investors
California
$4.47M
GIA
541
GHP Investment Advisors
Colorado
$4.43M +$201K +465 +5%
AIM
542
Aigen Investment Management
New York
$4.43M +$3.01M +6,956 +201%
BFA
543
Brendel Financial Advisors
New Hampshire
$4.39M +$47.7K +110 +1%
KNW
544
Kesler Norman & Wride
Utah
$4.37M -$9.53K -22 -0.2%
Mercer Global Advisors
545
Mercer Global Advisors
Colorado
$4.28M -$396K -914 -8%
EWM
546
Elite Wealth Management
Washington
$4.27M -$154K -356 -3%
FTA
547
Financial & Tax Architects
Missouri
$4.25M +$655K +1,512 +18%
PGIM
548
Pacific Global Investment Management
California
$4.25M +$433 +1 +0%
FSC
549
Full Sail Capital
Oklahoma
$4.22M +$27.2M +62,835 +12,225%
BCM
550
BTC Capital Management
Iowa
$4.21M +$3.9K +9 +0.1%

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.