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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
PWPS
1001
Pinnacle Wealth Planning Services
Ohio
$518K +$21.2K +49 +4%
TP
1002
Tranquility Partners
Tennessee
$517K +$18.2K +42 +4%
MIC
1003
Meridian Investment Counsel
California
$512K
SSW
1004
Smith Shellnut Wilson
Mississippi
$511K +$1.3K +3 +0.3%
BG
1005
Bellevue Group
Switzerland
$510K
MC
1006
Moors & Cabot
Massachusetts
$506K +$61.1K +141 +13%
RHBC
1007
R.H. Bluestein & Co
Michigan
$506K +$516K +1,191 New
O
1008
Ossiam
France
$505K -$1.42M -3,278 -73%
CA
1009
Centerpoint Advisors
Massachusetts
$499K -$4.33K -10 -0.8%
FAM
1010
Fulcrum Asset Management
United Kingdom
$499K
BCM
1011
BlueCrest Capital Management
Jersey
$499K +$509K +1,174 New
IBOK
1012
Independence Bank of Kentucky
Kentucky
$496K
DLA
1013
Douglas Lane & Associates
New York
$495K +$156K +359 +45%
GM
1014
GeoWealth Management
Illinois
$492K +$502K +1,159 New
RWM
1015
Ritholtz Wealth Management
New York
$488K +$84.9K +196 +21%
IAN
1016
Integrated Advisors Network
Texas
$485K +$48.1K +111 +11%
EF
1017
Empowered Funds
Pennsylvania
$484K +$204K +470 +70%
HWMA
1018
Heritage Wealth Management (Arizona)
Arizona
$483K +$69.3K +160 +16%
AWA
1019
Arete Wealth Advisors
Illinois
$479K +$19.1K +44 +4%
NGA
1020
Naples Global Advisors
Florida
$478K
WA
1021
Waddell & Associates
Tennessee
$478K
CS
1022
Cannell & Spears
New York
$477K -$29.5K -68 -6%
B
1023
Barings
North Carolina
$474K +$483K +1,114 New
NP
1024
Ninepoint Partners
Ontario, Canada
$470K -$69.8K -161 -13%
BOS
1025
Bank of Stockton
California
$467K -$10.8K -25 -2%

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.