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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
BFEC
1151
Benjamin F. Edwards & Company
Missouri
$286K -$26K -60 -8%
SSWG
1152
Seven Springs Wealth Group
Tennessee
$286K
SRC
1153
Shufro Rose & Co
New York
$283K
RPWA
1154
Regent Peak Wealth Advisors
Georgia
$283K +$2.6K +6 +0.9%
GBT
1155
Grove Bank & Trust
Florida
$280K -$36.8K -85 -11%
ANTB
1156
AMG National Trust Bank
Colorado
$280K +$4.77K +11 +2%
EWM
1157
Empirical Wealth Management
Washington
$279K -$20.4K -47 -7%
LWMM
1158
Legacy Wealth Management (Mississippi)
Mississippi
$277K
PPW
1159
Pasadena Private Wealth
California
$277K
USCWA
1160
U.S. Capital Wealth Advisors
Texas
$277K +$282K +651 New
BHWM
1161
Bar Harbor Wealth Management
New Hampshire
$276K -$195K -450 -41%
DY
1162
Dowling & Yahnke
California
$275K +$13.9K +32 +5%
AWP
1163
Ascent Wealth Partners
New York
$273K +$1.73K +4 +0.6%
TSS
1164
Two Sigma Securities
New York
$273K +$278K +642 New
FCB
1165
First Command Bank
Texas
$272K -$102K -235 -27%
FCFS
1166
First Command Financial Services
Texas
$272K -$102K -235 -27%
ACA
1167
Affinity Capital Advisors
California
$272K -$11.3K -26 -4%
SDWMA
1168
Schneider Downs Wealth Management Advisors
Pennsylvania
$272K +$277K +639 New
HIIFS
1169
Harel Insurance Investments & Financial Services
Israel
$271K -$683K -1,577 -71%
CBFP
1170
Cedar Brook Financial Partners
Ohio
$270K -$48.5K -112 -15%
CFO
1171
Collective Family Office
Pennsylvania
$270K +$867 +2 +0.3%
APP
1172
Alpha Paradigm Partners
Illinois
$269K -$204K -470 -43%
NAMP
1173
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$269K
MP
1174
McDonald Partners
Ohio
$264K +$16.9K +39 +7%
4WM
1175
44 Wealth Management
Oregon
$263K

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.