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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
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.87M -$11.3K -26 -0.6%
ASBI
702
American State Bank (Iowa)
Iowa
$1.86M
TAM
703
Tealwood Asset Management
Minnesota
$1.85M +$1.89M +4,364 New
DCM
704
Decatur Capital Management
Georgia
$1.84M -$2.22M -5,127 -54%
CI
705
Conning Inc
Connecticut
$1.84M +$719K +1,659 +62%
IC
706
IEQ Capital
California
$1.83M +$399K +921 +27%
DAC
707
Dividend Assets Capital
South Carolina
$1.82M -$8.23K -19 -0.4%
DWM
708
Dakota Wealth Management
Florida
$1.82M -$78.9K -182 -4%
RWA
709
River Wealth Advisors
Pennsylvania
$1.82M -$109K -252 -6%
SCM
710
Sirios Capital Management
Massachusetts
$1.82M -$87.1K -201 -4%
Westfield Capital Management
711
Westfield Capital Management
Massachusetts
$1.82M -$303K -700 -14%
WC
712
Woodstock Corp
Massachusetts
$1.82M
IA
713
IndexIQ Advisors
New York
$1.77M +$87.5K +202 +5%
CIC
714
Cutler Investment Counsel
Oregon
$1.75M -$21.7K -50 -1%
CAM
715
Cypress Asset Management
Texas
$1.74M +$4.33K +10 +0.2%
BAM
716
Belpointe Asset Management
Nevada
$1.74M +$40.3K +93 +2%
PRC
717
Pearl River Capital
Michigan
$1.73M +$1.77M +4,074 New
PTC
718
Private Trust Company
Ohio
$1.73M +$10.4K +24 +0.6%
ACM
719
Ativo Capital Management
Illinois
$1.73M +$104K +240 +6%
SW
720
SVB Wealth
Massachusetts
$1.72M +$269K +621 +18%
WIS
721
Wright Investors Service
Connecticut
$1.72M +$1.75M +4,047 New
CM
722
Capula Management
Cayman Islands
$1.72M +$1.38M +3,179 +368%
NPA
723
Nichols & Pratt Advisers
Massachusetts
$1.71M -$86.7K -200 -5%
EM
724
Excalibur Management
Massachusetts
$1.7M
ED
725
Exane Derivatives
France
$1.7M -$115K -266 -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.