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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
776
Colony Group
Massachusetts
$1.27M +$184K +424 +17%
Select Equity Group
777
Select Equity Group
New York
$1.25M -$3.96M -9,145 -76%
TC
778
Tatro Capital
Kentucky
$1.25M
EB
779
Eastern Bank
Massachusetts
$1.24M +$9.97K +23 +0.8%
GW
780
GW & Wade
Massachusetts
$1.24M +$154K +356 +14%
IC
781
Inverness Counsel
New York
$1.23M +$556K +1,284 +80%
FBT
782
First Bankers Trust
Kentucky
$1.22M +$209K +482 +20%
FA
783
FDx Advisors
Illinois
$1.22M +$117K +271 +10%
PSUF
784
People's United Financial
Connecticut
$1.21M +$326K +752 +36%
FG
785
Foster Group
Iowa
$1.21M -$30.8K -71 -2%
AIL
786
AGF Investments LLC
Ontario, Canada
$1.21M -$84.5K -195 -6%
PJSIMP
787
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.17M -$2.17K -5 -0.2%
SCA
788
Snowden Capital Advisors
New York
$1.17M -$46.8K -108 -4%
PAMP
789
Polar Asset Management Partners
Ontario, Canada
$1.16M +$1.19M +2,737 New
ACM
790
AlphaCrest Capital Management
New York
$1.16M -$1.23M -2,848 -51%
HH
791
Hilltop Holdings
Texas
$1.16M +$63.7K +147 +6%
SA
792
SRN Advisors
Pennsylvania
$1.15M -$815K -1,881 -41%
KCM
793
Kanawha Capital Management
Virginia
$1.15M -$3.9K -9 -0.3%
BFA
794
Beaumont Financial Advisors
Massachusetts
$1.14M +$91.9K +212 +9%
PK
795
Pflug Koory
Nebraska
$1.14M
OIS
796
Okabena Investment Services
Minnesota
$1.14M -$252K -581 -18%
AT
797
Arden Trust
Delaware
$1.13M -$32.5K -75 -3%
Assenagon Asset Management
798
Assenagon Asset Management
Luxembourg
$1.13M +$934K +2,156 +439%
TI
799
Tidal Investments
Wisconsin
$1.12M +$241K +556 +27%
GFPC
800
Global Financial Private Client
Florida
$1.12M +$33.8K +78 +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.