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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
SC
1276
Solstein Capital
California
$96K
AF
1277
Allworth Financial
California
$94K +$88.4K +204 +1,200%
KFS
1278
Kelly Financial Services
Massachusetts
$93.3K -$30.9M -71,271 -100%
MGIM
1279
M&G Investment Management
United Kingdom
$92.1K -$14M -32,198 -13%
PB
1280
Pinnacle Bancorp
Nebraska
$91K +$5.2K +12 +6%
HWA
1281
HHM Wealth Advisors
Tennessee
$88K
EBA
1282
Eagle Bay Advisors
New York
$88K +$72.8K +168 +420%
PPWM
1283
PFG Private Wealth Management
Florida
$86K +$88K +203 New
FWM
1284
Focused Wealth Management
New York
$85K
WFA
1285
West Financial Advisors
Iowa
$85K
CPC
1286
Consolidated Planning Corp
Georgia
$85K +$86.7K +200 New
CT
1287
Caldwell Trust
Florida
$85K
MRCM
1288
M&R Capital Management
New Jersey
$84K
BIA
1289
Bell Investment Advisors
California
$81K +$82.8K +191 New
ZB
1290
Zions Bancorporation
Utah
$80K +$867 +2 +1%
NIM
1291
NuWave Investment Management
New Jersey
$79K +$81K +187 New
TCM
1292
Tradewinds Capital Management
Washington
$78K +$79.7K +184 New
DOA
1293
D'Orazio & Associates
Virginia
$77K +$67.6K +156 +624%
GWS
1294
Glassman Wealth Services
Virginia
$76K +$4.77K +11 +7%
FFA
1295
Freedman Financial Associates
Massachusetts
$75K +$6.07K +14 +9%
JWM
1296
Janiczek Wealth Management
Colorado
$75K +$23.8K +55 +45%
CMBA
1297
C.M. Bidwell & Associates
Hawaii
$74K -$867 -2 -1%
AA
1298
Ancora Advisors
Ohio
$74K +$31.6K +73 +72%
CHA
1299
Carmichael Hill & Associates
Maryland
$71K
LS
1300
Leelyn Smith
Illinois
$70K -$18.2K -42 -20%

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.