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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
CB
1076
Community Bank
New York
$382K
TWM
1077
TriaGen Wealth Management
California
$382K
SSG
1078
Summit Securities Group
New York
$382K +$390K +900 New
AIC
1079
Ameritas Investment Company
Nebraska
$380K +$323K +745 +500%
RZH
1080
Relyea Zuckerberg Hanson
Connecticut
$376K +$31.2K +72 +9%
ACA
1081
Anchor Capital Advisors
Massachusetts
$374K -$8.67K -20 -2%
MC
1082
Montag & Caldwell
Georgia
$374K
FCH
1083
Freestone Capital Holdings
Washington
$374K +$49K +113 +15%
CPIG
1084
Chicago Partners Investment Group
Illinois
$371K +$3.9K +9 +1%
JLBC
1085
J.L. Bainbridge & Co
Florida
$370K -$205K -473 -35%
COF
1086
Capital One Financial
Virginia
$365K -$3.03K -7 -0.8%
FAFN
1087
First Affirmative Financial Network
Colorado
$365K +$372K +859 New
BCA
1088
Berman Capital Advisors
Georgia
$362K +$63.3K +146 +21%
SFG
1089
StrategIQ Financial Group
Indiana
$359K
AC
1090
Abbrea Capital
California
$359K +$23.8K +55 +7%
APWM
1091
Atlas Private Wealth Management
New York
$358K
FNBT
1092
FineMark National Bank & Trust
Florida
$358K +$37.3K +86 +11%
MCM
1093
Marathon Capital Management
Maryland
$358K +$365K +842 New
GA
1094
Geller Advisors
New York
$356K +$29K +67 +9%
MGIA
1095
Matthew Goff Investment Advisor
Texas
$355K
WFI
1096
West Family Investments
California
$355K +$11.3K +26 +3%
WI
1097
Wintrust Investments
Illinois
$354K
AC
1098
Alexandria Capital
Virginia
$350K +$17.3K +40 +5%
MFW
1099
Meristem Family Wealth
Minnesota
$348K +$39K +90 +12%
MIM
1100
Meridiem Investment Management
United Kingdom
$342K

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.