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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
HF
1251
Halpern Financial
Virginia
$171K +$174K +402 New
CFA
1252
Cahill Financial Advisors
Minnesota
$166K +$169K +390 New
SOW
1253
State of Wyoming
Wyoming
$164K +$6.07K +14 +4%
BAM
1254
Barrett Asset Management
New York
$159K
PCG
1255
Private Capital Group
Connecticut
$156K
Jones Financial Companies
1256
Jones Financial Companies
Missouri
$146K +$67.6K +156 +83%
CTB
1257
Country Trust Bank
Illinois
$145K +$9.97K +23 +7%
SSB
1258
Sandy Spring Bank
Maryland
$135K +$57.6K +133 +72%
AWM
1259
Avior Wealth Management
Nebraska
$134K
MFT
1260
Moisand Fitzgerald Tamayo
Florida
$132K
KFI
1261
Key Financial Inc
Pennsylvania
$126K
FMT
1262
First Mercantile Trust
Tennessee
$123K -$156K -360 -55%
TWA
1263
TCI Wealth Advisors
Arizona
$116K +$433 +1 +0.4%
NR
1264
Newfound Research
Massachusetts
$116K +$18.2K +42 +18%
NFG
1265
Next Financial Group
Texas
$114K -$68.5K -158 -37%
VCM
1266
Versant Capital Management
Arizona
$113K -$1.3K -3 -1%
PWM
1267
Prentice Wealth Management
New York
$110K +$867 +2 +0.8%
CFA
1268
Carroll Financial Associates
North Carolina
$110K +$102K +235 +940%
GCGDR
1269
Geo Capital Gestora de Recursos
Brazil
$109K -$2.03M -4,694 -95%
CYG
1270
Clean Yield Group
Vermont
$106K
WB
1271
Webster Bank
Connecticut
$106K
Koshinski Asset Management
1272
Koshinski Asset Management
Illinois
$103K +$105K +243 New
WPA
1273
West Paces Advisors
Georgia
$99.4K
TIM
1274
Tortoise Investment Management
New York
$99K
TG
1275
TCW Group
California
$98.9K -$822K -1,896 -0.8%

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.