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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
CIAS
626
CFS Investment Advisory Services
New Jersey
$2.73M +$2.78M +6,427 New
ATC
627
Argent Trust Co
Tennessee
$2.73M +$47.2K +109 +2%
OC
628
Oakmont Corp
California
$2.72M -$104K -239 -4%
YCMGA
629
York Capital Management Global Advisors
New York
$2.71M -$2.25M -5,184 -45%
CI
630
Ceera Investments
Texas
$2.68M
GKFF
631
George Kaiser Family Foundation
Oklahoma
$2.67M
FCM
632
Fortis Capital Management
Washington
$2.67M -$360K -831 -12%
RIM
633
Redpoint Investment Management
Australia
$2.66M -$67.6K -156 -2%
HBT
634
Hills Bank & Trust
Iowa
$2.65M -$12.6K -29 -0.5%
KRSITF
635
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.65M -$16K -37 -0.6%
EBT
636
Enterprise Bank & Trust
Massachusetts
$2.65M +$122K +281 +5%
MFAM
637
Motley Fool Asset Management
Virginia
$2.63M +$2.68M +6,191 New
CA
638
Clearstead Advisors
Ohio
$2.58M +$6.93K +16 +0.3%
FHB
639
First Hawaiian Bank
Hawaii
$2.57M +$34.7K +80 +1%
ROTUOC
640
Regents of the University of California
California
$2.55M
MYIA
641
Mount Yale Investment Advisors
Colorado
$2.54M -$244K -564 -9%
BOH
642
Bank of Hawaii
Hawaii
$2.52M -$26.9K -62 -1%
VLC
643
Van Leeuwen & Company
New Jersey
$2.52M +$25.6K +59 +1%
Boston Partners
644
Boston Partners
Massachusetts
$2.51M -$68.5K -158 -3%
Dodge & Cox
645
Dodge & Cox
California
$2.51M
WR
646
WD Rutherford
Oregon
$2.49M +$123K +285 +5%
DSC
647
Duncker Streett & Co
Missouri
$2.49M
VIA
648
Vident Investment Advisory
Georgia
$2.44M -$213K -492 -8%
TYCC
649
Texas Yale Capital Corp
Florida
$2.43M +$21.7K +50 +0.9%
MFGM
650
Marshall Financial Group (Maryland)
Maryland
$2.37M +$76.7K +177 +3%

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.