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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
SWM
726
Spire Wealth Management
Virginia
$1.69M -$5.2K -12 -0.3%
CG
727
Castellan Group
Kentucky
$1.68M +$222K +512 +15%
BPGAM
728
BTG Pactual Global Asset Management
Bermuda
$1.63M +$1.66M +3,841 New
LFS
729
Legacy Financial Strategies
Kansas
$1.63M +$71.9K +166 +5%
HPIA
730
Hamilton Point Investment Advisors
North Carolina
$1.63M +$10.4K +24 +0.6%
WP
731
WMS Partners
Maryland
$1.63M +$343K +792 +26%
BU
732
BBVA USA
Alabama
$1.62M +$32.5K +75 +2%
TI
733
Trexquant Investment
Connecticut
$1.62M +$1.65M +3,809 New
TPM
734
Triasima Portfolio Management
Quebec, Canada
$1.59M
SV
735
Sturgeon Ventures
United Kingdom
$1.59M
AAP
736
Aristotle Atlantic Partners
Florida
$1.59M
BSW
737
Buckingham Strategic Wealth
Missouri
$1.58M -$68K -157 -4%
PA
738
Profund Advisors
Maryland
$1.58M -$32.1K -74 -2%
FNBOMD
739
First National Bank of Mount Dora
Florida
$1.57M +$1.6M +3,687 New
LS
740
Livforsakringsbolaget Skandia
Sweden
$1.56M -$130K -300 -8%
WCM
741
Whitener Capital Management
North Carolina
$1.54M
DL
742
DOHJ LLC
Washington
$1.54M -$30.3K -70 -2%
GIA
743
Guyasuta Investment Advisors
Pennsylvania
$1.52M -$8.67K -20 -0.6%
ICM
744
IMS Capital Management
Oregon
$1.51M +$52K +120 +3%
CI
745
Cavalier Investments
Georgia
$1.5M -$150K -346 -9%
VC
746
Veracity Capital
Georgia
$1.5M +$48.1K +111 +3%
PDN
747
Pensionfund DSM Netherlands
Netherlands
$1.49M -$3.34M -7,700 -69%
AWC
748
Abundance Wealth Counselors
Pennsylvania
$1.48M +$6.93K +16 +0.5%
NFG
749
Nations Financial Group
Iowa
$1.46M +$346K +798 +30%
TRCT
750
Tower Research Capital (TRC)
New York
$1.46M -$120K -278 -7%

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.