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S&P Global

1,539 hedge funds and large institutions have $106B invested in S&P Global in 2021 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 635 increasing their positions, 421 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 68

51% more repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 421

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

11% more capital invested

Capital invested by funds: $95.2B → $106B (+$10.7B)

9% more funds holding

Funds holding: 1,4121,539 (+127)

1.38% more ownership

Funds ownership: 93.49%94.87% (+1.4%)

31% less call options, than puts

Call options by funds: $793M | Put options by funds: $1.15B

Holders
1,539
Holders Change
+127
Holders Change %
+8.99%
% of All Funds
23.68%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.02%
New
216
Increased
635
Reduced
421
Closed
68
Calls
$793M
Puts
$1.15B
Net Calls
-$359M
Net Calls Change
-$654M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
76
Robeco Institutional Asset Management
Netherlands
$255M +$241K +526 +0.1%
N
77
Natixis
France
$255M +$183M +399,348 +284%
Fidelity International
78
Fidelity International
Bermuda
$254M -$51.5M -112,506 -17%
Two Sigma Investments
79
Two Sigma Investments
New York
$253M +$9.18M +20,074 +4%
Artisan Partners
80
Artisan Partners
Wisconsin
$249M -$1.48M -3,230 -0.6%
California Public Employees Retirement System
81
California Public Employees Retirement System
California
$243M -$8.81M -19,264 -4%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$240M -$735K -1,607 -0.3%
KBC Group
83
KBC Group
Belgium
$233M +$41.8M +91,340 +23%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$228M +$21.7M +47,393 +11%
IIP
85
Intermede Investment Partners
United Kingdom
$214M +$6.44M +14,085 +3%
ESCM
86
Echo Street Capital Management
New York
$207M +$1.46M +3,199 +0.7%
DDC
87
DF Dent & Co
Maryland
$207M -$1.09M -2,385 -0.5%
Holocene Advisors
88
Holocene Advisors
New York
$206M +$122M +265,690 +155%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$198M +$6.61M +14,460 +4%
First Trust Advisors
90
First Trust Advisors
Illinois
$198M -$5.99M -13,103 -3%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$196M +$3.61M +7,896 +2%
TD Asset Management
92
TD Asset Management
Ontario, Canada
$194M +$67.6M +147,842 +56%
Canada Life
93
Canada Life
Manitoba, Canada
$188M +$7.78M +17,016 +4%
Axa
94
Axa
France
$188M +$1.06M +2,328 +0.6%
GCM
95
Gates Capital Management
New York
$187M
AIM
96
Alphinity Investment Management
Australia
$187M +$42.1M +92,103 +30%
ProShare Advisors
97
ProShare Advisors
Maryland
$186M +$203K +444 +0.1%
BNP Paribas Asset Management
98
BNP Paribas Asset Management
France
$180M -$28.5M -62,388 -14%
Macquarie Group
99
Macquarie Group
Australia
$177M -$5.77M -12,616 -3%
Citigroup
100
Citigroup
New York
$177M +$3.43M +7,492 +2%

SPGI Hedge Fund Activity: Q4 2021 in Review

1,539 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2021, worth a combined $106B — up 11% from $95.2B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new SPGI positions and 68 closed out — a net gain of 148 holders — while 635 added to existing stakes and 421 trimmed.

The largest buyer was BlackRock, adding an estimated $584M. The largest seller was TCI Fund Management, cutting an estimated $488M.

  • 1,539 institutional investors held S&P Global (SPGI) as of Q4 2021, up from 1,412 in Q3 2021.
  • Funds reported $106B of S&P Global stock for Q4 2021, up 11% quarter-over-quarter.
  • 216 funds opened new S&P Global positions in Q4 2021 and 68 closed out, a net change of +148 holders.
  • The largest S&P Global buyer in Q4 2021 was BlackRock, an estimated $584M added.
  • The largest S&P Global seller in Q4 2021 was TCI Fund Management, an estimated $488M sold.

Based on aggregated 13F filings for Q4 2021.