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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
DA
1426
Duality Advisers
Florida
-$1.8M -4,394 Closed
OAM
1427
Origin Asset Management
United Kingdom
-$1.72M -4,200 Closed
FC
1428
FORA Capital
Florida
-$1.61M -3,914 Closed
EMG
1429
ETF Managers Group
New Jersey
-$1.11M -2,697 Closed
NWA
1430
New World Advisors
Massachusetts
-$955K -2,326 Closed
CAM
1431
Close Asset Management
United Kingdom
-$908K -2,214 Closed
HBT
1432
Heartland Bank & Trust
Illinois
-$860K -2,096 Closed
EP
1433
Edgestream Partners
New Jersey
-$859K -2,092 Closed
PCIG
1434
Partners Capital Investment Group
Massachusetts
-$833K -2,030 Closed
LSAG
1435
Lake Street Advisors Group
New Hampshire
-$788K -1,805 Closed
IC
1436
Inscription Capital
Texas
-$604K -1,471 Closed
IF
1437
IRON Financial
Illinois
-$547K -1,333 Closed
MCM
1438
Marsico Capital Management
Colorado
-$525K -1,280 Closed
CCIA
1439
Campbell & Co Investment Adviser
Maryland
-$493K -1,201 Closed
SDAM
1440
Shulman DeMeo Asset Management
New York
-$438K -1,067 Closed
XT
1441
XTX Topco
Cayman Islands
-$426K -1,039 Closed
JPG
1442
Jordan Park Group
California
-$426K -1,038 Closed
BCM
1443
Bayesian Capital Management
New York
-$419K -1,020 Closed
TCM
1444
Teza Capital Management
Illinois
-$401K -976 Closed
CANY
1445
Caxton Associates (New York)
New York
-$399K -973 Closed
WAM
1446
Wolverine Asset Management
Illinois
-$391K -954 Closed
SFA
1447
Sequoia Financial Advisors
Ohio
-$363K -885 Closed
NAG
1448
Northstar Advisory Group
New Jersey
-$338K -823 Closed
VC
1449
Vicus Capital
Pennsylvania
-$293K -714 Closed
TA
1450
Tiedemann Advisors
New York
-$256K -625 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.