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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
TAM
826
Trust Asset Management
Texas
$994K +$67.2K +155 +7%
CCA
827
Checchi Capital Advisers
California
$993K -$8.67K -20 -0.8%
PWM
828
Palumbo Wealth Management
New York
$990K +$1.73K +4 +0.2%
FNT
829
First National Trust
Pennsylvania
$985K +$73.2K +169 +8%
RPC
830
Rossmore Private Capital
Connecticut
$984K
OAM
831
Optimal Asset Management
California
$982K
SM
832
Sciencast Management
New Jersey
$982K +$994K +2,293 New
FPCP
833
Fort Point Capital Partners
California
$974K +$994K +2,293 New
AF
834
Advisornet Financial
Minnesota
$965K +$80.6K +186 +9%
AWP
835
Accretive Wealth Partners
New Jersey
$964K +$38.6K +89 +4%
BONST
836
Bank of Nova Scotia Trust
Ontario, Canada
$951K -$9.53K -22 -1%
BFM
837
Boston Financial Management
Massachusetts
$948K
FWCM
838
Ferguson Wellman Capital Management
Oregon
$947K -$60.7K -140 -6%
PFS
839
Prospera Financial Services
Texas
$942K -$622K -1,435 -39%
VFA
840
Valeo Financial Advisors
Indiana
$940K +$958K +2,211 New
QCG
841
Quadrant Capital Group
Ohio
$939K +$29K +67 +3%
VLKIM
842
Van Lanschot Kempen Investment Management
Netherlands
$938K +$957K +2,208 New
LWAM
843
Legacy Wealth Asset Management
Minnesota
$937K +$3.03K +7 +0.3%
AAM
844
Arabesque Asset Management
United Kingdom
$926K -$901K -2,080 -49%
COPPSERS
845
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$919K -$7.26M -16,757 -89%
WANY
846
Wealthspire Advisors (New York)
New York
$917K +$936K +2,159 New
SF
847
Synovus Financial
Georgia
$916K -$681K -1,571 -42%
TAM
848
Trillium Asset Management
Massachusetts
$914K +$4.33K +10 +0.5%
MSAM
849
Moloney Securities Asset Management
Missouri
$911K +$16K +37 +2%
CA
850
Cetera Advisors
Colorado
$909K -$84.5K -195 -8%

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.