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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
MG
176
Markel Group
Virginia
$63.1M
Chevy Chase Trust
177
Chevy Chase Trust
Maryland
$63M -$2.4M -5,532 -4%
SSA
178
Schonfeld Strategic Advisors
New York
$62.8M -$19.7M -45,489 -24%
AAM
179
Ardevora Asset Management
United Kingdom
$62.5M -$6.98M -16,100 -10%
Vontobel Holding
180
Vontobel Holding
Switzerland
$62.5M +$1.14M +2,632 +2%
Lord, Abbett & Co
181
Lord, Abbett & Co
New Jersey
$60.2M +$1.86M +4,300 +3%
ACM
182
Atlanta Capital Management
Georgia
$60.1M -$5.63K -13 -0%
State of New Jersey Common Pension Fund D
183
State of New Jersey Common Pension Fund D
New Jersey
$60M -$494K -1,139 -0.8%
N
184
Natixis
France
$59.7M +$60.9M +140,485 New
AT
185
AMF Tjänstepension
Sweden
$59.3M +$2.2M +5,075 +4%
EAM
186
EULAV Asset Management
Florida
$57.5M +$5.2K +12 +0%
Point72 Asset Management
187
Point72 Asset Management
Connecticut
$56.4M +$20.3M +46,746 +54%
AQR Capital Management
188
AQR Capital Management
Connecticut
$56.3M -$441K -1,017 -0.8%
VOYA Investment Management
189
VOYA Investment Management
Georgia
$55.6M -$40.7M -93,871 -42%
Asset Management One
190
Asset Management One
Japan
$55.5M +$1.95M +4,500 +4%
DAM
191
Delta Asset Management
Tennessee
$55.5M +$55.9K +129 +0.1%
PIM
192
Provident Investment Management
Michigan
$54.9M -$1.32M -3,037 -2%
SAM
193
Storebrand Asset Management
Norway
$54.2M +$460K +1,061 +0.8%
Nomura Asset Management
194
Nomura Asset Management
Japan
$54M -$695K -1,605 -1%
CA
195
Cullinan Associates
Kentucky
$53.7M
SIC
196
Schwartz Investment Counsel
Michigan
$53.4M
ACM
197
Alta Capital Management
Utah
$52.6M -$52.6M -121,366 -50%
WI
198
Wafra Inc
New York
$52M +$479K +1,106 +0.9%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$51.7M +$5.07M +11,699 +11%
Mitsubishi UFJ Asset Management
200
Mitsubishi UFJ Asset Management
Japan
$51.5M -$1.47M -3,384 -3%

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.