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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
HSA
901
HBK Sorce Advisory
Pennsylvania
$750K +$19.9K +46 +3%
CSIC
902
Clifford Swan Investment Counsel
California
$745K
PIP
903
Peachtree Investment Partners
Florida
$742K +$52K +120 +7%
AWM
904
Altium Wealth Management
New York
$729K +$51.1K +118 +7%
IDBONY
905
Israel Discount Bank of New York
New York
$726K +$741K +1,710 New
FDCC
906
Foster Dykema Cabot & Co
Massachusetts
$722K
NB
907
NBT Bank
New York
$722K
WPC
908
Waters Parkerson & Co
Louisiana
$722K
MAFM
909
Mid Atlantic Financial Management
Pennsylvania
$720K -$19.9K -46 -3%
LIM
910
Leavell Investment Management
Alabama
$720K
QI
911
Qtron Investments
Massachusetts
$720K +$734K +1,695 New
WPW
912
Waldron Private Wealth
Pennsylvania
$718K +$220K +508 +43%
DMBA
913
Deseret Mutual Benefit Administrators
Utah
$716K +$560K +1,292 +328%
AIM
914
Arcadia Investment Management
Michigan
$714K
VF
915
Virtu Financial
New York
$709K +$723K +1,669 New
ST
916
Spinnaker Trust
Maine
$708K
CWM
917
Circle Wealth Management
New Jersey
$705K -$111K -257 -13%
Optiver Holding
918
Optiver Holding
Netherlands
$705K +$718K +1,658 New
TWI
919
Thomas White International
Illinois
$701K
MWP
920
Meridian Wealth Partners
Pennsylvania
$695K +$1.3K +3 +0.2%
Federated Hermes
921
Federated Hermes
Pennsylvania
$692K -$34.2K -79 -5%
GFS
922
GYL Financial Synergies
Connecticut
$690K -$98.8K -228 -12%
YIH
923
Y-Intercept (HK)
Hong Kong
$690K +$704K +1,624 New
SWA
924
Sutton Wealth Advisors
Florida
$688K +$867 +2 +0.1%
BCM
925
Brookstone Capital Management
Illinois
$688K +$128K +295 +23%

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.