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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
SC
676
Sepio Capital
Utah
$2.1M +$46.4K +107 +2%
NWM
677
Nicola Wealth Management
British Columbia, Canada
$2.09M
SWM
678
Segment Wealth Management
Texas
$2.09M -$75K -173 -3%
PP
679
Prudential plc
United Kingdom
$2.08M +$1.59M +3,667 +296%
RSWM
680
Robertson Stephens Wealth Management
California
$2.08M -$38.1K -88 -2%
SCA
681
Strategic Capital Advisers
Colorado
$2.04M +$2.08M +4,800 New
BFS
682
Bradley Foster & Sargent
Connecticut
$2.03M
BPA
683
Beacon Pointe Advisors
California
$2.02M -$37.3K -86 -2%
AIM
684
Anchor Investment Management
South Carolina
$1.97M -$127K -293 -6%
SKK
685
Shepherd Kaplan Krochuk
Massachusetts
$1.96M -$433 -1 -0%
PF
686
Phoenix Financial
Israel
$1.94M +$1.98M +4,558 New
RI
687
Redwood Investments
Massachusetts
$1.93M -$433 -1 -0%
LBD
688
Landsberg Bennett & Dubbaneh
Florida
$1.92M -$65.4K -151 -3%
VAS
689
Vestmark Advisory Solutions
Massachusetts
$1.92M +$334K +770 +21%
JCM
690
Jacobsen Capital Management
Utah
$1.91M +$30.3K +70 +2%
KM
691
Kalos Management
Georgia
$1.91M -$97.1K -224 -5%
CAN
692
Cetera Advisor Networks
California
$1.91M -$84.5K -195 -4%
BFC
693
Blue Fin Capital
Rhode Island
$1.91M +$1.3K +3 +0.1%
NO
694
Ninety One
South Africa
$1.9M -$520K -1,199 -21%
RJT
695
Raymond James Trust
Florida
$1.89M +$2.6K +6 +0.1%
LPARFS
696
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.88M +$4.33K +10 +0.2%
PWAG
697
Polaris Wealth Advisory Group
California
$1.88M -$32.7M -75,481 -95%
ET
698
Equitable Trust
Tennessee
$1.88M
BCM
699
Breiter Capital Management
Florida
$1.87M +$143K +331 +8%
LT
700
Lindsell Train
United Kingdom
$1.87M

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.