We are live on ! Find out more
SPGI icon

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
PM
1176
Parametrica Management
Hong Kong
$263K +$269K +620 New
FLPIM
1177
F.L. Putnam Investment Management
Massachusetts
$262K +$18.6K +43 +7%
UBV
1178
United Bank (Virginia)
Virginia
$261K -$23.4K -54 -8%
FWP
1179
FAS Wealth Partners
Kansas
$261K
PG
1180
Pendal Group
Australia
$261K +$266K +615 New
ECM
1181
Evergreen Capital Management
Washington
$260K -$433 -1 -0.2%
CCA
1182
Childress Capital Advisors
Texas
$260K +$11.3K +26 +4%
LAS
1183
Lloyd Advisory Services
Georgia
$260K +$106K +244 +66%
SIM
1184
Stratos Investment Management
Ohio
$260K +$265K +611 New
JIP
1185
Jaffetilchin Investment Partners
Florida
$259K -$238K -549 -47%
TCOT
1186
Trust Company of Toledo
Ohio
$259K -$3.47K -8 -1%
KP
1187
Keel Point
Alabama
$259K +$18.6K +43 +8%
BFA
1188
Bragg Financial Advisors
North Carolina
$258K
MFG
1189
Menard Financial Group
Texas
$257K -$433 -1 -0.2%
V
1190
VeraBank
Texas
$257K
WI
1191
WrapManager Inc
California
$256K +$1.3K +3 +0.5%
DHFB
1192
Dixon Hubard Feinour & Brown
Virginia
$255K
PA
1193
PFG Advisors
Arizona
$255K +$1.3K +3 +0.5%
RFG
1194
Range Financial Group
Oregon
$255K +$29K +67 +13%
TIA
1195
Traphagen Investment Advisors
New Jersey
$255K
BAS
1196
Brown Advisory Securities
Maryland
$254K -$491K -1,132 -65%
CMP
1197
Courage Miller Partners
Virginia
$253K
AI
1198
Alphabet Inc
California
$252K
MA
1199
Mutual Advisors
Nebraska
$252K +$867 +2 +0.3%
BBHC
1200
Brown Brothers Harriman & Co
New York
$248K -$3.8M -8,765 -1%

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.