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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
GWSG
1326
GPS Wealth Strategies Group
Colorado
$40K
AWA
1327
Artemis Wealth Advisors
New York
$38.4K +$11.7K +27 +43%
FCA
1328
FinTrust Capital Advisors
South Carolina
$38K
GRP
1329
Global Retirement Partners
California
$37K +$13K +30 +54%
SWA
1330
SOA Wealth Advisors
New York
$36K
JFA
1331
JNBA Financial Advisors
Minnesota
$36K +$36.8K +85 New
SQA
1332
Simon Quick Advisors
New Jersey
$35K +$12.6K +29 +53%
Nisa Investment Advisors
1333
Nisa Investment Advisors
Missouri
$34.9K -$2.49M -5,747 -7%
CWP
1334
Concord Wealth Partners
Virginia
$34K -$2.17K -5 -6%
WBC
1335
West Branch Capital
Massachusetts
$34K
CH
1336
Canton Hathaway
Rhode Island
$34K +$34.2K +79 New
CAM
1337
CenterStar Asset Management
Illinois
$33K
PFGIA
1338
Patriot Financial Group Insurance Agency
Massachusetts
$33K
ARMC
1339
American Research & Management Company
Massachusetts
$32K
CFD
1340
Creative Financial Designs
Indiana
$31K
FPA
1341
First Pacific Advisors
California
$30K
IF
1342
Ironwood Financial
Arizona
$30K
RA
1343
Resolute Advisors
California
$30K
EWM
1344
Endurance Wealth Management
Rhode Island
$29K
MCM
1345
MV Capital Management
Maryland
$29K +$11.7K +27 +66%
BWA
1346
BDO Wealth Advisors
Florida
$28K
PP
1347
PrairieView Partners
Minnesota
$27K
TC
1348
Tacita Capital
Ontario, Canada
$27K
AIC
1349
Ayalon Insurance Company
Israel
$27K +$4.33K +10 +19%
RCM
1350
Rain Capital Management
Oregon
$26K +$3.03K +7 +13%

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.