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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
HA
601
Herold Advisors
New York
$3.17M +$3.24M +7,470 New
CIA
602
Choate Investment Advisors
Massachusetts
$3.17M +$260K +600 +9%
SC
603
Scotia Capital
Ontario, Canada
$3.16M +$36K +83 +1%
CI
604
Cigna Investments
Connecticut
$3.16M -$60.7K -140 -2%
AC
605
Allstate Corporation
Illinois
$3.14M -$247K -570 -7%
SFI
606
Siemens Fonds Invest
Germany
$3.13M +$3.19M +7,358 New
Luther King Capital Management (LKCM)
607
Luther King Capital Management (LKCM)
Texas
$3.09M -$18.6K -43 -0.6%
JWCA
608
J.W. Coons Advisors
Ohio
$3.09M -$89.7K -207 -3%
CCG
609
Cloverfields Capital Group
Minnesota
$3.09M +$773K +1,783 +33%
CCP
610
Corient Capital Partners
California
$3.04M +$451K +1,040 +17%
CFGS
611
Concourse Financial Group Securities
Alabama
$3.02M +$29.9K +69 +1%
MMA
612
Miracle Mile Advisors
California
$2.99M +$3.05M +7,046 New
PAS
613
Park Avenue Securities
New York
$2.98M +$51.6K +119 +2%
LJAC
614
L.J. Altfest & Co
New York
$2.96M -$1.3K -3 -0%
SPIA
615
Steward Partners Investment Advisory
New York
$2.95M +$227K +523 +8%
OAM
616
Oppenheimer Asset Management
New York
$2.92M +$106K +244 +4%
IRF
617
IBM Retirement Fund
New York
$2.89M +$5.63K +13 +0.2%
KA
618
Kintegral Advisory
New York
$2.85M
VPIM
619
Vanguard Personalized Indexing Management
California
$2.84M +$265K +611 +10%
SC
620
Skylands Capital
Wisconsin
$2.84M -$3.08M -7,115 -52%
IMPI
621
Ilmarinen Mutual Pension Insurance
Finland
$2.81M -$1.46M -3,379 -34%
VanEck Associates
622
VanEck Associates
New York
$2.8M +$131K +303 +5%
AA
623
ALPS Advisors
Colorado
$2.79M -$679K -1,566 -19%
Wolverine Trading
624
Wolverine Trading
Illinois
$2.79M -$6.56M -15,137 -70%
BAM
625
Bruderman Asset Management
New York
$2.78M +$165K +380 +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.