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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
JSC
926
Jackson Square Capital
California
$686K +$279K +644 +66%
GWAM
927
Guardian Wealth Advisors (Minnesota)
Minnesota
$684K -$12.6K -29 -2%
IF
928
Intrua Financial
Texas
$684K +$70.6K +163 +12%
TCOO
929
Trust Company of Oklahoma
Oklahoma
$683K +$143K +330 +26%
BIC
930
Beach Investment Counsel
Pennsylvania
$680K
OC
931
Oppenheimer & Co
New York
$678K +$96.2K +222 +16%
APA
932
American Portfolios Advisors
New York
$678K +$97.9K +226 +17%
HB
933
Homrich & Berg
Georgia
$677K +$26.4K +61 +4%
M
934
Mirova
France
$675K +$60.2K +139 +10%
OPCM
935
Osborne Partners Capital Management
California
$673K
SXL
936
Summit X LLC
Missouri
$672K -$2.17K -5 -0.3%
MIM
937
Moseley Investment Management
Florida
$672K
LA
938
Latitude Advisors
Florida
$669K +$336K +775 +97%
FMLI
939
Fukoku Mutual Life Insurance
Japan
$663K +$113K +260 +20%
HI
940
Horizon Investments
North Carolina
$662K +$39.9K +92 +6%
BP
941
Ballentine Partners
Massachusetts
$660K +$169K +389 +33%
SCM
942
Shelton Capital Management
Colorado
$658K -$18.2K -42 -3%
RSC
943
Red Spruce Capital
Pennsylvania
$653K +$3.9K +9 +0.6%
IWP
944
Icon Wealth Partners
Texas
$652K
WP
945
WealthSource Partners
California
$646K -$4.33K -10 -0.7%
VWA
946
V Wealth Advisors
Kansas
$644K -$47.7K -110 -7%
TW
947
TrinityPoint Wealth
Connecticut
$642K +$14.3K +33 +2%
WB
948
WesBanco Bank
West Virginia
$638K -$215K -497 -25%
HCMT
949
Highland Capital Management (Tennessee)
Tennessee
$637K
BCM
950
Bluefin Capital Management
New York
$637K +$650K +1,500 New

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.