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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
FA
1376
Fortis Advisors
Pennsylvania
$11K
IAS
1377
IMA Advisory Services
Colorado
$11K
TFS
1378
TrustCore Financial Services
Tennessee
$11K
ODG
1379
O'Dell Group
Ohio
$11K +$11.3K +26 New
APW
1380
Acima Private Wealth
Virginia
$9K
BWM
1381
BerganKDV Wealth Management
Minnesota
$9K
Kayne Anderson Rudnick Investment Management
1382
Kayne Anderson Rudnick Investment Management
California
$7K
EDRH
1383
Edmond de Rothschild Holding
Switzerland
$6K -$9.49M -21,906 -100%
GI
1384
Gradient Investments
Minnesota
$6K -$433 -1 -7%
HDIM
1385
Hanson & Doremus Investment Management
Vermont
$6K +$5.63K +13 New
RTL
1386
Red Tortoise LLC
Georgia
$6K +$8.23K +19 New
RS
1387
Robeco Schweiz
Switzerland
$5.94K -$563K -1,300 -9%
PCA
1388
Providence Capital Advisors
North Carolina
$5K
DWMG
1389
DB Wealth Management Group
California
$4K
HI
1390
Hudock Inc
Pennsylvania
$4K
SPWG
1391
Sage Private Wealth Group
Illinois
$4K
MCM
1392
Manchester Capital Management
Vermont
$4K +$3.9K +9 New
MG
1393
MilWealth Group
Wisconsin
$3.83K +$3.9K +9 New
BMD
1394
Better Money Decisions
New Mexico
$3K
CWC
1395
Carolinas Wealth Consulting
North Carolina
$3K
CCC
1396
Crescent Capital Consulting
Louisiana
$3K
FMP
1397
Financial Management Professionals
Texas
$3K
RBC
1398
Roble Belko & Company
Pennsylvania
$3K
TLCM
1399
Twin Lakes Capital Management
California
$3K
VCM
1400
Vigilant Capital Management
Maine
$3K +$867 +2 +40%

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.