S&P Global
SPGI
1,297 hedge funds and large institutions have $76B invested in S&P Global in 2021 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 517 increasing their positions, 412 reducing their positions, and 111 closing their positions.
33% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 111
25% more repeat investments, than reductions
Existing positions increased: 517 | Existing positions reduced: 412
15% more call options, than puts
Call options by funds: $603M | Put options by funds: $523M
11% more capital invested
Capital invested by funds: $68.4B → $76B (+$7.6B)
4.29% more ownership
Funds ownership: 85.55% → 89.84% (+4.3%)
2% more funds holding
Funds holding: 1,273 → 1,297 (+24)
3% less funds holding in top 10
Funds holding in top 10: 40 → 39 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.22B |
| 2 |
TCI Fund Management
London,
United Kingdom
|
+$1.16B |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$916M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$433M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$347M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$593M |
| 2 |
JP Morgan Chase
New York
|
-$463M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$250M |
| 4 |
Renaissance Technologies
New York
|
-$230M |
| 5 |
Two Sigma Investments
New York
|
-$203M |
SPGI Hedge Fund Activity: Q1 2021 in Review
1,297 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2021, worth a combined $76B — up 11% from $68.4B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new SPGI positions and 111 closed out — a net gain of 37 holders — while 517 added to existing stakes and 412 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.22B. The largest seller was Jennison Associates, cutting an estimated $593M.
- 1,297 institutional investors held S&P Global (SPGI) as of Q1 2021, up from 1,273 in Q4 2020.
- Funds reported $76B of S&P Global stock for Q1 2021, up 11% quarter-over-quarter.
- 148 funds opened new S&P Global positions in Q1 2021 and 111 closed out, a net change of +37 holders.
- The largest S&P Global buyer in Q1 2021 was Wellington Management Group, an estimated $1.22B added.
- The largest S&P Global seller in Q1 2021 was Jennison Associates, an estimated $593M sold.
Based on aggregated 13F filings for Q1 2021.