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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
TPA
651
Trivium Point Advisory
Connecticut
$2.35M +$58.1K +134 +3%
LAIC
652
Lederer & Associates Investment Counsel
California
$2.35M +$6.93K +16 +0.3%
BAM
653
Blueshift Asset Management
New Jersey
$2.34M +$761K +1,756 +47%
TCOV
654
Trust Company of Vermont
Vermont
$2.33M +$40.7K +94 +2%
CAM
655
Cresset Asset Management
Illinois
$2.33M +$581K +1,341 +32%
CI
656
CX Institutional
Indiana
$2.31M -$103K -238 -4%
FF
657
Fluent Financial
Texas
$2.31M +$16.5K +38 +0.7%
CCMG
658
Clark Capital Management Group
Pennsylvania
$2.3M +$2.34M +5,404 New
CK
659
Cohen Klingenstein
New York
$2.29M
IWS
660
Insight Wealth Strategies
California
$2.27M +$13.9K +32 +0.6%
WP
661
WealthPLAN Partners
Nebraska
$2.24M +$83.6K +193 +4%
PCM
662
Parsons Capital Management
Rhode Island
$2.23M -$8.67K -20 -0.4%
BDWM
663
Brewin Dolphin Wealth Management
Ireland
$2.21M +$4.33K +10 +0.2%
BTW
664
Boston Trust Walden
Massachusetts
$2.21M -$34.7K -80 -2%
WAM
665
World Asset Management
Michigan
$2.2M -$175K -403 -7%
FFG
666
Fortem Financial Group
California
$2.19M +$55.9K +129 +3%
RC
667
RegentAtlantic Capital
New Jersey
$2.18M +$477K +1,100 +27%
GCC
668
Guardian Capital (Canada)
Ontario, Canada
$2.16M +$136K +315 +7%
IB
669
Intrust Bank
Kansas
$2.15M +$6.5K +15 +0.3%
AFA
670
Abacus FCF Advisors
Florida
$2.14M -$451K -1,040 -18%
IAA
671
Independent Advisor Alliance
North Carolina
$2.13M +$27.3K +63 +1%
VFM
672
Viking Fund Management
North Dakota
$2.12M
RCM
673
Regency Capital Management
Hawaii
$2.12M +$113K +261 +6%
SWP
674
Stratos Wealth Partners
Ohio
$2.11M +$138K +319 +7%
KPW
675
Kore Private Wealth
New York
$2.1M +$127K +292 +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.