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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
MCM
1026
MAI Capital Management
Ohio
$461K +$2.6K +6 +0.6%
CAG
1027
Csenge Advisory Group
Florida
$459K +$87.1K +201 +23%
ECM
1028
Elgethun Capital Management
South Dakota
$458K +$867 +2 +0.2%
SIM
1029
Sadoff Investment Management
Wisconsin
$456K
SBIA
1030
Sheaff Brock Investment Advisors
Indiana
$454K -$5.2K -12 -1%
DIA
1031
Dana Investment Advisors
Wisconsin
$453K
JCM
1032
Janney Capital Management
Pennsylvania
$453K
HIA
1033
Harbor Investment Advisory
Maryland
$453K +$47.2K +109 +11%
BL
1034
Balentine LLC
Georgia
$450K +$50.3K +116 +12%
FNBOH
1035
First National Bank of Hutchinson
Kansas
$448K -$4.77K -11 -1%
HT
1036
Heritage Trust
Oklahoma
$445K +$9.1K +21 +2%
OIA
1037
OneDigital Investment Advisors
Kansas
$444K +$103K +237 +29%
UB
1038
UMB Bank
Missouri
$442K -$2.6K -6 -0.6%
TPCW
1039
TD Private Client Wealth
New York
$437K -$48.5K -112 -10%
PTC
1040
Philadelphia Trust Company
Pennsylvania
$436K -$260K -600 -37%
MAM
1041
Magellan Asset Management
Australia
$433K -$36.4K -84 -8%
WA
1042
Waverly Advisors
Alabama
$432K +$10.8K +25 +3%
CFG
1043
Cooper Financial Group
California
$426K +$32.1K +74 +8%
BOTW
1044
Bank of the West
California
$425K -$10.4K -24 -2%
FGAM
1045
Financial Gravity Asset Management
Texas
$425K -$2.17K -5 -16%
ACM
1046
Ayrshire Capital Management
Connecticut
$425K
IIC
1047
Ironwood Investment Counsel
Arizona
$423K +$9.1K +21 +2%
SWP
1048
Strategic Wealth Partners
Ohio
$422K +$27.7K +64 +7%
WP
1049
WealthShield Partners
North Carolina
$420K -$114K -263 -21%
USGIU
1050
U.S. Global Investors (USGI)
Texas
$420K

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.