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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
CP
1401
Corbenic Partners
Pennsylvania
$3K +$3.47K +8 New
MA
1402
MCF Advisors
Kentucky
$3K +$3.47K +8 New
YAL
1403
Your Advocates Ltd
Texas
$3K +$3.47K +8 New
GKWIM
1404
Gerber Kawasaki Wealth & Investment Management
California
$2K -$264K -609 -100%
JPLA
1405
Joseph P. Lucia & Associates
New York
$2K
UFF
1406
USA Financial Formulas
Michigan
$2K
AA
1407
Addison Advisors
Vermont
$2K +$1.73K +4 New
PO
1408
Private Ocean
California
$2K +$1.73K +4 New
NSB
1409
Norway Savings Bank
Maine
$2K +$2.17K +5 New
PI
1410
PEAK6 Investments
Illinois
$1K -$433 -1 -25%
TFM
1411
TFC Financial Management
Massachusetts
$1K
BA
1412
Bellwether Advisors
Nebraska
$1K +$1.3K +3 New
WIM
1413
Westside Investment Management
California
$21
TCM
1414
Tybourne Capital Management
Hong Kong
-$223M -542,856 Closed
MC
1415
Maplelane Capital
New York
-$29.5M -71,851 Closed
CBT
1416
Capital Bank & Trust
California
-$23.8M -58,058 Closed
SCM
1417
Segantii Capital Management
Hong Kong
-$16M -38,881 Closed
CCM
1418
Cinctive Capital Management
New York
-$13.7M -33,271 Closed
II
1419
IFM Investors
Australia
-$13.2M -32,066 Closed
ECM
1420
ExodusPoint Capital Management
New York
-$11.7M -28,401 Closed
2
1421
2Xideas
Switzerland
-$10.7M -26,079 Closed
SLG
1422
Stanley-Laman Group
Pennsylvania
-$8.81M -21,473 Closed
B
1423
BP
United Kingdom
-$2.24M -5,455 Closed
LOAMS
1424
Lombard Odier Asset Management (Switzerland)
Switzerland
-$2.03M -4,945 Closed
Qube Research & Technologies (QRT)
1425
Qube Research & Technologies (QRT)
United Kingdom
-$1.82M -4,427 Closed

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.