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
GAM
1226
Gould Asset Management
California
$216K
EMFAT
1227
Emerald Mutual Fund Advisers Trust
Pennsylvania
$216K +$62.4K +144 +40%
CBN
1228
Cadence Bank NA
Texas
$215K
SAI
1229
Systematic Alpha Investments
New Jersey
$214K
CIC
1230
Chilton Investment Company
Connecticut
$214K +$218K +504 New
APW
1231
Aurora Private Wealth
New Jersey
$212K
BCM
1232
Bridgeway Capital Management
Texas
$212K
DI
1233
DAGCO Inc
Ohio
$212K
MIM
1234
Marco Investment Management
Georgia
$212K
MOS
1235
MGO One Seven
Ohio
$211K +$193K +446 New
PWA
1236
Physician Wealth Advisors
Utah
$210K -$1.73K -4 -0.8%
IIM
1237
Ipswich Investment Management
Massachusetts
$210K
W
1238
Wealthquest
Ohio
$210K
EWM
1239
EPG Wealth Management
Georgia
$210K +$214K +493 New
CIP
1240
Convergence Investment Partners
Florida
$207K -$13K -30 -6%
LC
1241
Lindbrook Capital
California
$207K +$3.47K +8 +2%
MFA
1242
Mayflower Financial Advisors
Massachusetts
$203K +$195K +450 New
PWMG
1243
Prestige Wealth Management Group
New Jersey
$202K +$17.8K +41 +9%
MBT
1244
Montecito Bank & Trust
California
$201K +$205K +472 New
HI
1245
Hendershot Investments
Virginia
$200K
LTI
1246
Laffer Tengler Investments
Tennessee
$196K +$200K +462 New
GWM
1247
Geneos Wealth Management
Colorado
$194K +$433 +1 +0.2%
BCP
1248
Blue Chip Partners
Michigan
$193K
LWM
1249
Liberty Wealth Management
California
$182K +$89.7K +207 +100%
SGAM
1250
Smith Group Asset Management
Texas
$173K -$522K -1,205 -75%

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.