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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
IFWM
1051
Institute for Wealth Management
Colorado
$419K +$78.9K +182 +23%
FF
1052
FourThought Financial
Florida
$418K +$11.7K +27 +3%
FC
1053
Financial Consulate
Maryland
$416K +$46.8K +108 +12%
CWA
1054
Cornerstone Wealth Advisors
Minnesota
$414K +$8.67K +20 +2%
CCM
1055
Carlson Capital Management
Minnesota
$406K +$3.47K +8 +0.8%
PCM
1056
Penserra Capital Management
California
$406K +$50.3K +116 +14%
VCA
1057
Verdence Capital Advisors
Maryland
$404K +$40.7K +94 +11%
GIA
1058
Gladstone Institutional Advisory
Florida
$404K +$413K +952 New
PCP
1059
Proficio Capital Partners
Massachusetts
$401K -$705K -1,626 -63%
IWC
1060
Integrated Wealth Concepts
Massachusetts
$401K +$85.8K +198 +27%
G
1061
Gainplan
Michigan
$396K
HI
1062
Harbour Investments
Wisconsin
$395K -$2.17K -5 -0.5%
EHC
1063
Everett Harris & Co
California
$395K
RIM
1064
Regent Investment Management
Kentucky
$393K -$4.33K -10 -1%
CCM
1065
Compton Capital Management
Rhode Island
$391K
HPWM
1066
Highland Private Wealth Management
Washington
$389K +$14.7K +34 +4%
WA
1067
Wealth Alliance
New York
$388K -$12.6K -29 -3%
CW
1068
CreativeOne Wealth
Kansas
$388K +$54.2K +125 +16%
BFPW
1069
BOK Financial Private Wealth
Colorado
$387K +$68.5K +158 +21%
PT
1070
Plimoth Trust
Massachusetts
$385K -$67.2K -155 -15%
FFA
1071
Founders Financial Alliance
North Carolina
$385K +$867 +2 +0.2%
FG
1072
Fiduciary Group
Georgia
$385K +$2.6K +6 +0.7%
AC
1073
Annandale Capital
Texas
$383K
PFA
1074
Plotkin Financial Advisors
Maryland
$382K
WJWM
1075
Williams Jones Wealth Management
New York
$382K -$3.47K -8 -0.9%

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.