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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
RFA
1301
Reilly Financial Advisors
California
$70K
KTC
1302
Kistler-Tiffany Companies
Pennsylvania
$68K
EWM
1303
Evermay Wealth Management
Virginia
$64K
RIM
1304
Rockbridge Investment Management
New York
$64K
FMII
1305
Farmers & Merchants Investments Inc
Nebraska
$64K +$10.4K +24 +19%
WLPWM
1306
Walled Lake Planning & Wealth Management
Illinois
$63K
JFGIW
1307
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$34.7K +80 +121%
LJHT
1308
Laurie J. Hall Trustee
$62K +$62.8K +145 New
JWA
1309
JFS Wealth Advisors
Pennsylvania
$62K +$63.3K +146 New
M
1310
MOTCO
Texas
$59K -$399K -921 -87%
CA
1311
Capitolis Advisors
New York
$57K
GAM
1312
Gemmer Asset Management
California
$56K
EARNEST Partners
1313
EARNEST Partners
Georgia
$54K
AWA
1314
Arkadios Wealth Advisors
Georgia
$52K
PHK
1315
Point72 Hong Kong
Hong Kong
$51K -$92.3K -213 -64%
TH
1316
TCTC Holdings
Texas
$51K +$34.7K +80 +195%
CDIA
1317
Capital Directions Investment Advisors
Georgia
$49K
TAIM
1318
TD Ameritrade Investment Management
Nebraska
$47K -$19.1K -44 -25%
HIM
1319
Hillsdale Investment Management
Ontario, Canada
$47K +$47.7K +110 New
GEA
1320
Glen Eagle Advisors
New Jersey
$45.9K
SBL
1321
Sargent Bickham Lagudis
Colorado
$44K +$38.6K +89 +636%
AWM
1322
Atticus Wealth Management
Florida
$43K -$6.07K -14 -12%
TFO
1323
Tarbox Family Office
California
$43K -$867 -2 -2%
SC
1324
SouthState Corp
Florida
$43K +$9.1K +21 +26%
TFIPS
1325
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.4K -$2.17K -5 -5%

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.