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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$376M +$2.2M +5,081 +0.6%
Franklin Resources
52
Franklin Resources
California
$375M +$4.53M +10,453 +1%
FPP
53
Findlay Park Partners
United Kingdom
$374M -$1.69M -3,895 -0.4%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$359M -$16.1M -37,107 -4%
Loomis, Sayles & Company
55
Loomis, Sayles & Company
Massachusetts
$359M +$1.49M +3,441 +0.4%
Amundi
56
Amundi
France
$344M +$21.1M +48,594 +6%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$342M -$491K -1,134 -0.1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$342M -$46M -106,084 -12%
EVM
59
Eaton Vance Management
Massachusetts
$328M +$2.46M +5,678 +0.7%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$323M -$35.9M -82,766 -10%
Bank Julius Baer & Co
61
Bank Julius Baer & Co
Switzerland
$315M +$18.4M +42,548 +6%
NIPH
62
NN Investment Partners Holdings
Netherlands
$313M +$89.4M +206,365 +39%
Barclays
63
Barclays
United Kingdom
$304M +$80.8M +186,417 +35%
AllianceBernstein
64
AllianceBernstein
Tennessee
$301M +$9.18M +21,180 +3%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$299M -$17.4M -40,093 -5%
CS
66
Credit Suisse
Switzerland
$291M -$9.32M -21,520 -3%
FAM
67
Fred Alger Management
New York
$286M +$15M +34,612 +5%
Alkeon Capital Management
68
Alkeon Capital Management
New York
$283M +$64.2M +148,261 +29%
Fidelity International
69
Fidelity International
Bermuda
$276M +$1.48M +3,410 +0.5%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$271M +$175M +404,400 +173%
A
71
AustralianSuper
Australia
$263M +$22.7M +52,423 +9%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$247M +$8.84M +20,409 +4%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$239M +$25M +57,774 +11%
UBS Group
74
UBS Group
Switzerland
$232M +$21.7M +50,144 +10%
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$229M +$2.42M +5,579 +1%

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.