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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
HFM
1026
Harvest Fund Management
China
$632K +$249K +544 +68%
G
1027
Gainplan
Michigan
$629K +$183K +400 +43%
KWM
1028
Keebeck Wealth Management
Illinois
$622K +$36.6K +80 +6%
HKAM
1029
Horizon Kinetics Asset Management
New York
$621K
PWP
1030
Principle Wealth Partners
Connecticut
$619K -$73.2K -160 -11%
SS
1031
Sunbelt Securities
Texas
$617K +$122K +267 +21%
WB
1032
WesBanco Bank
West Virginia
$616K -$89.7K -196 -13%
GCP
1033
GSA Capital Partners
United Kingdom
$614K -$357K -780 -37%
FA
1034
Faithward Advisors
Pennsylvania
$614K
FNBOSM
1035
First National Bank of South Miami
Florida
$614K
RCWM
1036
Royal Capital Wealth Management
Indiana
$614K +$595K +1,300 New
PWPS
1037
Pinnacle Wealth Planning Services
Ohio
$612K +$36.1K +79 +6%
TP
1038
Tranquility Partners
Tennessee
$612K +$36.1K +79 +6%
FC
1039
Forte Capital
New York
$607K -$59K -129 -9%
OPS
1040
Orion Portfolio Solutions
Nebraska
$607K +$23.3K +51 +4%
HBT
1041
Heartland Bank & Trust
Illinois
$604K +$586K +1,280 New
RT
1042
Rockland Trust
Massachusetts
$600K -$229K -501 -28%
CNC
1043
Canandaigua National Corp
New York
$600K +$581K +1,271 New
ACM
1044
Advisors Capital Management
New Jersey
$598K +$14.2K +31 +3%
ST
1045
Smithfield Trust
Pennsylvania
$597K -$915 -2 -0.2%
PA
1046
Procyon Advisors
Connecticut
$592K +$457 +1 +0.1%
CA
1047
CoreCap Advisors
Michigan
$586K +$568K +1,242 New
CIC
1048
Carnegie Investment Counsel
Ohio
$585K -$8.69K -19 -2%
RSS
1049
Rosenblum Silverman Sutton
California
$585K
CCT
1050
Country Club Trust
Missouri
$582K

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.