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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
DS
1201
DRW Securities
Illinois
$248K -$63.3K -146 -20%
SVWAG
1202
Sound View Wealth Advisors Group
Georgia
$247K
IWN
1203
Independent Wealth Network
Iowa
$246K +$234K +540 New
AFWM
1204
AMJ Financial Wealth Management
Virginia
$245K -$39.9K -92 -14%
MGIA
1205
Moneta Group Investment Advisors
Missouri
$244K -$51.1K -118 -17%
5L
1206
55I LLC
Massachusetts
$244K -$3.03K -7 -1%
CG
1207
Corundum Group
Colorado
$243K
KCPG
1208
Kavar Capital Partners Group
Kansas
$242K
Q
1209
QVR
California
$238K +$237K +547 +3,907%
SLA
1210
Silver Lake Advisory
Utah
$236K +$433 +1 +0.2%
SPP
1211
Single Point Partners
Massachusetts
$235K
IWA
1212
IVC Wealth Advisors
Pennsylvania
$233K
LFA
1213
Legacy Financial Advisors
Kentucky
$233K +$13.4K +31 +6%
AWA
1214
Aaron Wealth Advisors
Illinois
$232K +$20.4K +47 +9%
IIA
1215
ICW Investment Advisors
Arizona
$231K +$236K +544 New
ACM
1216
Azimuth Capital Management
Michigan
$229K +$234K +540 New
9WM
1217
9258 Wealth Management
Ohio
$227K +$867 +2 +0.4%
AIP
1218
Almanack Investment Partners
Pennsylvania
$225K -$124K -287 -35%
ABTD
1219
Arvest Bank Trust Division
Oklahoma
$225K +$3.03K +7 +1%
EFM
1220
E Fund Management
China
$225K +$229K +529 New
DA
1221
DSC Advisors
Illinois
$223K +$227K +524 New
TC
1222
Telemus Capital
Michigan
$223K +$227K +524 New
MTC
1223
McDaniel Terry & Co
Texas
$221K
KCM
1224
Kathmere Capital Management
Pennsylvania
$220K +$224K +518 New
SHGA
1225
Sand Hill Global Advisors
California
$217K -$40.3K -93 -15%

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.