We are live on ! Find out more
SPGI icon

S&P Global

1,539 hedge funds and large institutions have $106B invested in S&P Global in 2021 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 635 increasing their positions, 421 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 68

51% more repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 421

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

11% more capital invested

Capital invested by funds: $95.2B → $106B (+$10.7B)

9% more funds holding

Funds holding: 1,4121,539 (+127)

1.38% more ownership

Funds ownership: 93.49%94.87% (+1.4%)

31% less call options, than puts

Call options by funds: $793M | Put options by funds: $1.15B

Holders
1,539
Holders Change
+127
Holders Change %
+8.99%
% of All Funds
23.68%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.02%
New
216
Increased
635
Reduced
421
Closed
68
Calls
$793M
Puts
$1.15B
Net Calls
-$359M
Net Calls Change
-$654M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$126M +$21.3M +46,469 +21%
MIP
127
Mondrian Investment Partners
United Kingdom
$125M -$7.52M -16,440 -6%
New York State Teachers Retirement System (NYSTRS)
128
New York State Teachers Retirement System (NYSTRS)
New York
$125M -$1.28M -2,793 -1%
Stifel Financial
129
Stifel Financial
Missouri
$125M +$5.28M +11,553 +5%
SSA
130
Schonfeld Strategic Advisors
New York
$123M +$51.2M +111,999 +76%
SO
131
STRS Ohio
Ohio
$121M -$830K -1,814 -0.7%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$117M -$566K -1,237 -0.5%
Truist Financial
133
Truist Financial
North Carolina
$116M -$2.3M -5,032 -2%
MRG
134
Milestone Resources Group
British Virgin Islands
$116M
Canada Pension Plan Investment Board
135
Canada Pension Plan Investment Board
Ontario, Canada
$113M
US Bancorp
136
US Bancorp
Minnesota
$113M +$240K +524 +0.2%
RCM
137
Rings Capital Management
Illinois
$111M
PI
138
PGGM Investments
Netherlands
$111M -$1.59M -3,480 -1%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$111M +$2.25M +4,917 +2%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$110M -$934K -2,041 -0.9%
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$109M -$1.91M -4,176 -2%
TG
142
TCW Group
California
$108M -$2.03M -4,432 -2%
Millennium Management
143
Millennium Management
New York
$107M +$25.8M +56,439 +33%
Harris Associates
144
Harris Associates
Illinois
$103M -$93.9M -205,290 -48%
Fiera Capital (Canada)
145
Fiera Capital (Canada)
Quebec, Canada
$102M +$9.39M +20,532 +10%
Schroder Investment Management Group
146
Schroder Investment Management Group
United Kingdom
$101M +$44.7M +97,752 +83%
CLOS
147
Compagnie Lombard Odier SCmA
Switzerland
$101M -$1.83M -4,009 -2%
Squarepoint
148
Squarepoint
New York
$101M +$6.67M +14,583 +7%
Prudential Financial
149
Prudential Financial
New Jersey
$101M -$44.8K -98 -0%
SEI Investments
150
SEI Investments
Pennsylvania
$99.6M +$5.71M +12,483 +6%

SPGI Hedge Fund Activity: Q4 2021 in Review

1,539 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2021, worth a combined $106B — up 11% from $95.2B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new SPGI positions and 68 closed out — a net gain of 148 holders — while 635 added to existing stakes and 421 trimmed.

The largest buyer was BlackRock, adding an estimated $584M. The largest seller was TCI Fund Management, cutting an estimated $488M.

  • 1,539 institutional investors held S&P Global (SPGI) as of Q4 2021, up from 1,412 in Q3 2021.
  • Funds reported $106B of S&P Global stock for Q4 2021, up 11% quarter-over-quarter.
  • 216 funds opened new S&P Global positions in Q4 2021 and 68 closed out, a net change of +148 holders.
  • The largest S&P Global buyer in Q4 2021 was BlackRock, an estimated $584M added.
  • The largest S&P Global seller in Q4 2021 was TCI Fund Management, an estimated $488M sold.

Based on aggregated 13F filings for Q4 2021.