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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
ACM
1101
Avalon Capital Management
California
$340K
FNWM
1102
Financial Network Wealth Management
Utah
$340K
H
1103
HoyleCohen
California
$340K
PHS
1104
Pekin Hardy Strauss
Illinois
$340K
TI
1105
Truehand Inc
New Hampshire
$340K
TC
1106
Trust Company
Kansas
$340K
BCAM
1107
Boston Common Asset Management
Massachusetts
$340K +$2.17K +5 +0.6%
HFM
1108
Harvest Fund Management
China
$340K +$260K +600 +299%
LNB
1109
Ledyard National Bank
$340K +$347K +800 New
F
1110
F3Logic
Minnesota
$340K +$348K +803 New
SF
1111
Symphony Financial
Texas
$333K -$7.8K -18 -2%
CB
1112
CNB Bank
Pennsylvania
$333K +$49K +113 +17%
BWP
1113
BSW Wealth Partners
Colorado
$331K +$101K +232 +42%
AS
1114
Altshuler Shaham
Israel
$330K +$172K +396 +105%
CPO
1115
Cerity Partners OCIO
New York
$329K
BTWM
1116
Baker Tilly Wealth Management
Wisconsin
$329K +$13.9K +32 +4%
ALAM
1117
Asahi Life Asset Management
Japan
$327K +$334K +770 New
SNT
1118
Security National Trust
West Virginia
$326K
IFS
1119
Ifrah Financial Services
Arkansas
$323K -$4.33K -10 -1%
MC
1120
Maverick Capital
Texas
$322K -$435K -1,004 -57%
SB
1121
Strategic Blueprint
Georgia
$322K -$12.1K -28 -4%
SCM
1122
Stevens Capital Management
Pennsylvania
$322K +$328K +758 New
BCM
1123
Buckhead Capital Management
Georgia
$321K
OWA
1124
One Wealth Advisors
California
$320K
CWM
1125
Connecticut Wealth Management
Connecticut
$320K +$15.6K +36 +5%

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.