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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
KPWS
976
Kestra Private Wealth Services
Texas
$553K +$129K +297 +30%
TBA
977
Tower Bridge Advisors
Pennsylvania
$552K
FA
978
Faithward Advisors
Pennsylvania
$552K -$43.3K -100 -7%
FNBOSM
979
First National Bank of South Miami
Florida
$552K -$1.73K -4 -0.3%
CA
980
Continuum Advisory
Idaho
$552K +$33.8K +78 +6%
EN1L
981
Engine No 1 LLC
California
$547K +$227K +523 +68%
AWM
982
Apollon Wealth Management
South Carolina
$542K +$553K +1,276 New
ST
983
Smithfield Trust
Pennsylvania
$541K
CIC
984
Carnegie Investment Counsel
Ohio
$535K -$30.8K -71 -5%
EI
985
Ellevest Inc
New York
$535K +$107K +246 +24%
PA
986
Procyon Advisors
Connecticut
$533K +$13K +30 +2%
FAIM
987
Financial Advocates Investment Management
Washington
$532K +$25.1K +58 +5%
KFA
988
Krane Funds Advisors
New York
$530K +$541K +1,248 New
SS
989
Sunbelt Securities
Texas
$529K
CCT
990
Country Club Trust
Missouri
$528K
PP
991
Palladium Partners
Virginia
$527K
Lido Advisors
992
Lido Advisors
California
$527K +$271K +625 +101%
RSS
993
Rosenblum Silverman Sutton
California
$526K
KWM
994
Keebeck Wealth Management
Illinois
$526K +$78.4K +181 +17%
ACM
995
Advisors Capital Management
New Jersey
$525K +$19.5K +45 +4%
OPS
996
Orion Portfolio Solutions
Nebraska
$524K +$59.8K +138 +13%
GAG
997
GM Advisory Group
New York
$523K
HAG
998
HighPoint Advisor Group
Illinois
$521K -$50.3K -116 -9%
SB
999
Sunflower Bank
Texas
$520K -$23.4K -54 -4%
PP
1000
Patten & Patten
Tennessee
$519K +$1.73K +4 +0.3%

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.