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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
Baird Financial Group
151
Baird Financial Group
Wisconsin
$98M +$11.8M +25,740 +14%
DWA
152
Douglass Winthrop Advisors
New York
$97.3M +$1.92M +4,192 +2%
Point72 Asset Management
153
Point72 Asset Management
Connecticut
$95.7M +$32M +69,939 +53%
NONA
154
Ninety One North America
New York
$91.8M +$15.5M +33,830 +21%
GF
155
Gabelli Funds
New York
$89.5M -$2.47M -5,400 -3%
CGI
156
Comgest Global Investors
France
$89.5M +$86.7M +189,545 New
Victory Capital Management
157
Victory Capital Management
Texas
$87.9M -$612K -1,337 -0.7%
GCM
158
Gladstone Capital Management
United Kingdom
$87.8M +$85.1M +186,114 New
CBUSF
159
Construction & Building Unions Superannuation Fund
Australia
$87.2M
MSV
160
MN Services Vermogensbeheer
Netherlands
$86.7M +$1.65M +3,600 +2%
JWBC
161
John W. Bristol & Co
New York
$86.4M -$29M -63,502 -26%
MNG
162
Manning & Napier Group
New York
$83.5M -$3.07M -6,715 -4%
MCM
163
Marsico Capital Management
Colorado
$82.4M +$79.9M +174,574 New
BHC
164
Bowen Hanes & Co
Florida
$80.3M -$4.87M -10,650 -6%
Aviva
165
Aviva
United Kingdom
$78.8M +$3.81M +8,330 +5%
BMSSC
166
B. Metzler seel. Sohn & Co
Germany
$78.6M -$4.6M -10,049 -6%
CIC
167
Crawford Investment Counsel
Georgia
$78.3M -$1.09M -2,372 -1%
Man Group
168
Man Group
United Kingdom
$77.6M -$7.63M -16,673 -9%
UCFA
169
United Capital Financial Advisors
Texas
$77.5M +$1.37M +3,001 +2%
NC
170
Nicholas Company
Wisconsin
$75.8M -$4.58K -10 -0%
Westfield Capital Management
171
Westfield Capital Management
Massachusetts
$75.2M +$70.9M +155,075 +3,628%
First Manhattan
172
First Manhattan
New York
$74.3M -$445K -973 -0.6%
HPC
173
HM Payson & Co
Maine
$73.7M +$798K +1,745 +1%
Lord, Abbett & Co
174
Lord, Abbett & Co
New Jersey
$73.7M +$6.59M +14,400 +10%
VOYA Investment Management
175
VOYA Investment Management
Georgia
$73.3M +$11.2M +24,486 +19%

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.