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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
CG
751
Caprock Group
Idaho
$1.44M +$298K +688 +25%
BJL
752
Brighton Jones LLC
Washington
$1.44M +$17.3K +40 +1%
FQ
753
First Quadrant
California
$1.44M
WF
754
Welch & Forbes
Massachusetts
$1.43M
EA
755
Emerald Advisers
Pennsylvania
$1.43M +$181K +417 +14%
EWM
756
Evercore Wealth Management
New York
$1.42M
HWM
757
Hohimer Wealth Management
Washington
$1.4M +$16.5K +38 +1%
PPP
758
Private Portfolio Partners
New Jersey
$1.37M +$1.39M +3,216 New
WSFS
759
Wilmington Savings Fund Society
Delaware
$1.36M -$326K -753 -19%
S
760
SignatureFD
Georgia
$1.35M +$124K +286 +10%
DWM
761
Darwin Wealth Management
Florida
$1.34M -$2.16M -4,975 -61%
DAS
762
Dynamic Advisor Solutions
Arizona
$1.34M +$84.5K +195 +7%
S
763
Seeyond
France
$1.33M +$139K +321 +11%
MA
764
Mezzasalma Advisors
New Jersey
$1.33M
FTDI
765
First Trust Direct Indexing
Massachusetts
$1.32M -$36K -83 -3%
ECM
766
Exchange Capital Management
Michigan
$1.32M -$82.3K -190 -6%
EF
767
Empirical Finance
Pennsylvania
$1.3M +$75K +173 +6%
FRA
768
Frank Rimerman Advisors
California
$1.29M +$1.32M +3,047 New
RIA
769
Regal Investment Advisors
Michigan
$1.29M -$78.9K -182 -6%
AIC
770
Argus Investors Counsel
New York
$1.28M +$142K +328 +12%
RCIM
771
Russell Clark Investment Management
United Kingdom
$1.27M
CGL
772
Clarius Group LLC
Washington
$1.27M +$73.7K +170 +6%
WA
773
WestEnd Advisors
North Carolina
$1.27M
BS
774
Bessemer Securities
New York
$1.27M +$392K +905 +43%
IA
775
IFP Advisors
Florida
$1.27M +$42K +97 +3%

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.