We are live on ! Find out more
SPGI icon

S&P Global

1,539 hedge funds and large institutions have $106B invested in S&P Global in 2021 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 635 increasing their positions, 421 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 68

51% more repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 421

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

11% more capital invested

Capital invested by funds: $95.2B → $106B (+$10.7B)

9% more funds holding

Funds holding: 1,4121,539 (+127)

1.38% more ownership

Funds ownership: 93.49%94.87% (+1.4%)

31% less call options, than puts

Call options by funds: $793M | Put options by funds: $1.15B

Holders
1,539
Holders Change
+127
Holders Change %
+8.99%
% of All Funds
23.68%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.02%
New
216
Increased
635
Reduced
421
Closed
68
Calls
$793M
Puts
$1.15B
Net Calls
-$359M
Net Calls Change
-$654M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$172M +$6.48M +14,164 +4%
RPI
102
Railway Pension Investments
United Kingdom
$166M
RJA
103
Raymond James & Associates
Florida
$162M +$5.67M +12,387 +4%
DnB Asset Management
104
DnB Asset Management
Norway
$160M +$1.89M +4,132 +1%
Mitsubishi UFJ Trust & Banking
105
Mitsubishi UFJ Trust & Banking
Japan
$160M -$3.8M -8,311 -2%
BCF
106
BLS Capital Fondsmaeglerselskab
Denmark
$157M +$3.31M +7,225 +2%
Korea Investment Corp
107
Korea Investment Corp
South Korea
$156M -$40.8M -89,206 -21%
SFFS
108
Stonehage Fleming Financial Services
Jersey
$156M +$5.82M +12,729 +4%
National Pension Service
109
National Pension Service
South Korea
$153M -$3.74M -8,170 -2%
MAMU
110
Marathon Asset Management (UK)
United Kingdom
$152M +$148M +322,917 New
HTC
111
Haverford Trust Company
Pennsylvania
$148M -$260K -568 -0.2%
PAM
112
Panagora Asset Management
Massachusetts
$148M +$12.8M +28,020 +10%
TPI
113
Tesco Pension Investment
United Kingdom
$146M +$3.63M +7,928 +3%
Massachusetts Financial Services
114
Massachusetts Financial Services
Massachusetts
$145M +$2.37M +5,175 +2%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$139M -$722K -1,578 -0.5%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$139M +$20.9M +45,667 +18%
Allspring Global Investments
117
Allspring Global Investments
North Carolina
$138M +$134M +292,039 New
Flossbach Von Storch
118
Flossbach Von Storch
Germany
$137M +$42.1K +92 +0%
Renaissance Technologies
119
Renaissance Technologies
New York
$136M +$54.1M +118,350 +70%
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$133M +$46.4M +101,494 +56%
AIM
121
Allen Investment Management
New York
$131M -$7.74M -16,915 -6%
RG
122
Rathbones Group
United Kingdom
$128M +$1.24M +2,712 +1%
CIM
123
CCLA Investment Management
United Kingdom
$128M -$7.61M -16,636 -6%
NAM
124
Nissay Asset Management
Japan
$126M +$26.9M +58,771 +28%
ZIG
125
Zurich Insurance Group
Switzerland
$126M -$5.74M -12,546 -4%

SPGI Hedge Fund Activity: Q4 2021 in Review

1,539 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2021, worth a combined $106B — up 11% from $95.2B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new SPGI positions and 68 closed out — a net gain of 148 holders — while 635 added to existing stakes and 421 trimmed.

The largest buyer was BlackRock, adding an estimated $584M. The largest seller was TCI Fund Management, cutting an estimated $488M.

  • 1,539 institutional investors held S&P Global (SPGI) as of Q4 2021, up from 1,412 in Q3 2021.
  • Funds reported $106B of S&P Global stock for Q4 2021, up 11% quarter-over-quarter.
  • 216 funds opened new S&P Global positions in Q4 2021 and 68 closed out, a net change of +148 holders.
  • The largest S&P Global buyer in Q4 2021 was BlackRock, an estimated $584M added.
  • The largest S&P Global seller in Q4 2021 was TCI Fund Management, an estimated $488M sold.

Based on aggregated 13F filings for Q4 2021.