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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
VWM
851
Venturi Wealth Management
Texas
$900K -$51.6K -119 -5%
WS
852
Wedbush Securities
California
$894K -$556K -1,282 -38%
SP
853
Symmetry Partners
Connecticut
$892K
TAM
854
Townsend Asset Management
North Carolina
$892K
RP
855
Riverbridge Partners
Minnesota
$888K +$283K +653 +45%
GCP
856
GSA Capital Partners
United Kingdom
$884K +$277K +640 +44%
CC
857
Caxton Corporation
New Jersey
$880K -$433 -1 -0%
PFG
858
PAX Financial Group
Texas
$877K -$5.63K -13 -0.6%
BIM
859
Baldwin Investment Management
Pennsylvania
$874K -$29.5K -68 -3%
RCAG
860
Rehmann Capital Advisory Group
Michigan
$871K +$3.9K +9 +0.4%
PWM
861
Perigon Wealth Management
California
$869K +$12.1K +28 +1%
ACI
862
Alpha Cubed Investments
California
$867K -$8.67K -20 -1%
ARMT
863
Amica Retiree Medical Trust
Rhode Island
$862K -$388K -895 -31%
GDP
864
Great Diamond Partners
Maine
$862K +$349K +806 +66%
RCM
865
Radnor Capital Management
Pennsylvania
$860K
GSEP
866
Golden State Equity Partners
California
$857K -$54.2K -125 -6%
ONB
867
Old National Bancorp
Indiana
$850K -$3.47K -8 -0.4%
RMCM
868
Reynders McVeigh Capital Management
Massachusetts
$850K
MPW
869
Monterey Private Wealth
California
$839K -$6.5K -15 -0.8%
SFO
870
Stokes Family Office
Louisiana
$839K +$189K +437 +28%
LNC
871
Lincoln National Corp
Pennsylvania
$837K -$23K -53 -3%
DA
872
DCM Advisors
New York
$835K +$851K +1,965 New
FI
873
Fosun International
China
$833K
OFS
874
Orrstown Financial Services
Pennsylvania
$832K -$66.3K -153 -7%
PVH
875
Psagot Value Holdings
Israel
$830K

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.