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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
Citigroup
101
Citigroup
New York
$156M -$4.1M -9,468 -3%
RPI
102
Railway Pension Investments
United Kingdom
$150M +$13M +29,900 +9%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$149M +$3.68M +8,491 +2%
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$147M -$5.3M -12,222 -3%
DnB Asset Management
105
DnB Asset Management
Norway
$143M +$7.13M +16,459 +5%
National Pension Service
106
National Pension Service
South Korea
$141M -$3.47M -8,009 -2%
RJA
107
Raymond James & Associates
Florida
$141M +$1.69M +3,903 +1%
BCF
108
BLS Capital Fondsmaeglerselskab
Denmark
$138M +$877K +2,025 +0.6%
SFFS
109
Stonehage Fleming Financial Services
Jersey
$135M +$9.99M +23,058 +8%
HTC
110
Haverford Trust Company
Pennsylvania
$134M -$699K -1,614 -0.5%
AIM
111
Alphinity Investment Management
Australia
$129M +$14.8M +34,230 +13%
Massachusetts Financial Services
112
Massachusetts Financial Services
Massachusetts
$129M +$2.68M +6,193 +2%
TPI
113
Tesco Pension Investment
United Kingdom
$128M -$7.46M -17,205 -5%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$126M -$4.83M -11,147 -4%
AIM
115
Allen Investment Management
New York
$125M -$156K -360 -0.1%
Flossbach Von Storch
116
Flossbach Von Storch
Germany
$124M -$1.09M -2,504 -0.9%
CIM
117
CCLA Investment Management
United Kingdom
$122M -$8.25M -19,032 -6%
PAM
118
Panagora Asset Management
Massachusetts
$121M +$535K +1,235 +0.4%
MIP
119
Mondrian Investment Partners
United Kingdom
$120M +$3.79M +8,757 +3%
ZIG
120
Zurich Insurance Group
Switzerland
$119M +$7.18M +16,569 +6%
RG
121
Rathbones Group
United Kingdom
$115M +$893K +2,061 +0.8%
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$114M -$2.25M -5,196 -2%
JCM
123
Junto Capital Management
New York
$113M +$115M +266,131 New
TD Asset Management
124
TD Asset Management
Ontario, Canada
$111M -$17.8M -41,017 -14%
SO
125
STRS Ohio
Ohio
$110M -$4.94M -11,411 -4%

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.