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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
LWA
1351
Lenox Wealth Advisors
New York
$25K +$867 +2 +3%
BWM
1352
Baystate Wealth Management
Massachusetts
$25K +$12.6K +29 +97%
CWM
1353
Cranbrook Wealth Management
Michigan
$24K
POIA
1354
Pin Oak Investment Advisors
Texas
$24K
CA
1355
Crewe Advisors
Utah
$23K
EWA
1356
Evolution Wealth Advisors
Florida
$23K
ETC
1357
Exchange Traded Concepts
Oklahoma
$22K -$2.17K -5 -9%
PCH
1358
Polar Capital Holdings
United Kingdom
$20.4K +$352K +812 +2%
SFP
1359
Sterling Financial Planning
New Jersey
$20K
SWM
1360
Sugarloaf Wealth Management
Georgia
$19K +$11.3K +26 +137%
BAM
1361
Bellevue Asset Management
Washington
$18K
HCP
1362
Hexagon Capital Partners
Arkansas
$18K
TWM
1363
Tradition Wealth Management
Minnesota
$18K
CFFP
1364
Center for Financial Planning
Michigan
$17K -$657K -1,517 -97%
KIG
1365
Kowal Investment Group
Wisconsin
$17K +$16.9K +39 New
MUMSS
1366
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$17.3K +40 New
TF
1367
TimeScale Financial
Massachusetts
$14K -$433 -1 -3%
FFC
1368
First Financial Corp
Indiana
$14K
ME
1369
McIlrath & Eck
Washington
$14K
PMFA
1370
Plante Moran Financial Advisors
Michigan
$13K -$48.1K -111 -79%
OC
1371
Oakworth Capital
Alabama
$13K
OIA
1372
Optimum Investment Advisors
Illinois
$13K
TSW
1373
Thompson Siegel & Walmsley
Virginia
$13K
MHR
1374
Matthew Hamilton Rosenberg
$13K +$13K +30 New
TFA
1375
Toth Financial Advisory
Virginia
$13K +$13K +30 New

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.