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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
Stifel Financial
126
Stifel Financial
Missouri
$107M -$2.93M -6,762 -3%
Truist Financial
127
Truist Financial
North Carolina
$107M +$1.71M +3,947 +2%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$106M -$3.49M -8,059 -3%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$106M +$8.13M +18,765 +8%
JWBC
130
John W. Bristol & Co
New York
$105M -$23.7M -54,761 -18%
MRG
131
Milestone Resources Group
British Virgin Islands
$104M +$109K +251 +0.1%
Canada Pension Plan Investment Board
132
Canada Pension Plan Investment Board
Ontario, Canada
$102M
US Bancorp
133
US Bancorp
Minnesota
$102M -$351K -809 -0.3%
PI
134
PGGM Investments
Netherlands
$102M +$446K +1,030 +0.4%
RCM
135
Rings Capital Management
Illinois
$100M
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$100M +$12M +27,701 +13%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$99.6M +$3.46M +7,993 +4%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$97.6M +$2.56M +5,916 +3%
Prudential Financial
139
Prudential Financial
New Jersey
$94.7M -$2.94M -6,792 -3%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$93.4M -$69.8M -161,176 -42%
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$92.3M -$19.8M -45,760 -17%
NAM
142
Nissay Asset Management
Japan
$88.8M +$16.9M +39,084 +23%
DWA
143
Douglass Winthrop Advisors
New York
$85.8M +$3.16M +7,292 +4%
SEI Investments
144
SEI Investments
Pennsylvania
$84.7M -$7.25M -16,734 -8%
Squarepoint
145
Squarepoint
New York
$84.4M +$81.8M +188,794 +1,914%
Fiera Capital (Canada)
146
Fiera Capital (Canada)
Quebec, Canada
$83.2M +$31.1M +71,724 +58%
GF
147
Gabelli Funds
New York
$82.9M -$1.77M -4,090 -2%
Victory Capital Management
148
Victory Capital Management
Texas
$79.7M -$1.42M -3,270 -2%
CBUSF
149
Construction & Building Unions Superannuation Fund
Australia
$78.5M +$41.8M +96,480 +109%
MNG
150
Manning & Napier Group
New York
$78M -$1.69M -3,895 -2%

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.