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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
AIL
1051
AGF Investments LLC
Ontario, Canada
$579K -$736K -1,609 -57%
CA
1052
Continuum Advisory
Idaho
$578K -$34.8K -76 -6%
PP
1053
Patten & Patten
Tennessee
$577K
SB
1054
Sunflower Bank
Texas
$577K
SSW
1055
Smith Shellnut Wilson
Mississippi
$577K +$9.15K +20 +2%
CW
1056
CreativeOne Wealth
Kansas
$575K +$140K +305 +33%
FI
1057
Fosun International
China
$567K -$347K -758 -39%
PP
1058
Palladium Partners
Virginia
$567K -$18.3K -40 -3%
GIA
1059
Gladstone Institutional Advisory
Florida
$563K +$110K +241 +25%
MC
1060
Moors & Cabot
Massachusetts
$562K
AWA
1061
Arete Wealth Advisors
Illinois
$558K +$31.1K +68 +6%
CA
1062
Centerpoint Advisors
Massachusetts
$554K
GA
1063
GraniteShares Advisors
New York
$552K +$535K +1,170 New
IBOK
1064
Independence Bank of Kentucky
Kentucky
$551K
AFG
1065
Albion Financial Group
Utah
$550K +$533K +1,165 New
IAN
1066
Integrated Advisors Network
Texas
$548K +$8.69K +19 +2%
BFPW
1067
BOK Financial Private Wealth
Colorado
$542K +$108K +237 +26%
DLA
1068
Douglas Lane & Associates
New York
$539K -$10.1K -22 -2%
BL
1069
Balentine LLC
Georgia
$534K +$32.9K +72 +7%
NGA
1070
Naples Global Advisors
Florida
$531K
WA
1071
Waddell & Associates
Tennessee
$531K
IWC
1072
Integrated Wealth Concepts
Massachusetts
$531K +$83.3K +182 +19%
CS
1073
Cannell & Spears
New York
$530K
GM
1074
GeoWealth Management
Illinois
$528K -$17.8K -39 -3%
CFG
1075
Cooper Financial Group
California
$524K +$48.5K +106 +11%

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.