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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
FMC
576
First Merchants Corp
Indiana
$3.68M +$290K +670 +8%
CCM
577
Coldstream Capital Management
Washington
$3.66M +$3.87M +8,925 +728%
FMBTD
578
First Midwest Bank Trust Division
Illinois
$3.63M -$114K -264 -3%
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$3.63M +$1.23M +2,833 +50%
NC
580
NovaPoint Capital
Georgia
$3.63M +$8.23K +19 +0.2%
RBA
581
Richard Bernstein Advisors
New York
$3.6M +$370K +855 +11%
CAC
582
Certified Advisory Corp
Florida
$3.57M +$133K +307 +4%
PI
583
Pettee Investors
Connecticut
$3.56M -$6.5K -15 -0.2%
TNB
584
Thomasville National Bank
Georgia
$3.53M -$91K -210 -2%
ECM
585
Everence Capital Management
Indiana
$3.52M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
586
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.47M -$887K -2,046 -20%
FFA
587
First Foundation Advisors
California
$3.45M +$390K +900 +12%
MWM
588
Madison Wealth Management
Ohio
$3.44M +$2.17K +5 +0.1%
FP
589
Factorial Partners
New York
$3.42M
KFBMI
590
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.4M
PS
591
Pensionfund Sabic
Netherlands
$3.36M
PFO
592
Pathstone Family Office
New Jersey
$3.34M +$91K +210 +3%
Impax Asset Management Group
593
Impax Asset Management Group
United Kingdom
$3.31M +$5.63K +13 +0.2%
GLA
594
Great Lakes Advisors
Illinois
$3.31M -$49.8K -115 -1%
MYLI
595
Meiji Yasuda Life Insurance
Japan
$3.31M -$22.1K -51 -0.7%
SLI
596
Sumitomo Life Insurance
Japan
$3.3M -$128K -295 -4%
Rockefeller Capital Management
597
Rockefeller Capital Management
New York
$3.3M -$192K -442 -5%
GT
598
Glenview Trust
Kentucky
$3.28M +$2.5M +5,773 +298%
GTCM
599
Gyon Technologies Capital Management
New Jersey
$3.23M +$3.29M +7,602 New
KCM
600
Kendall Capital Management
Maryland
$3.21M -$60.7K -140 -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.