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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
PIM
201
Provident Investment Management
Michigan
$60.3M -$672K -1,470 -1%
Rafferty Asset Management
202
Rafferty Asset Management
New York
$60M +$5.22M +11,418 +10%
CA
203
Cullinan Associates
Kentucky
$59.5M -$229K -500 -0.4%
ACM
204
Alta Capital Management
Utah
$58.8M +$331K +723 +0.6%
DekaBank Deutsche Girozentrale
205
DekaBank Deutsche Girozentrale
Germany
$58.5M +$7.69M +16,820 +16%
WI
206
Wafra Inc
New York
$58.1M +$269K +589 +0.5%
Toronto Dominion Bank
207
Toronto Dominion Bank
Ontario, Canada
$56.2M +$7.67M +16,776 +16%
CF
208
Cypress Funds
California
$55.3M
VDI
209
Vaughan David Investments
Illinois
$53.1M -$1.27M -2,770 -2%
DADC
210
D.A. Davidson & Co
Montana
$53.1M -$724K -1,583 -1%
WorldQuant Millennium Advisors
211
WorldQuant Millennium Advisors
New York
$52.9M -$1.15M -2,512 -2%
Skandinaviska Enskilda Banken (SEB)
212
Skandinaviska Enskilda Banken (SEB)
Sweden
$50.5M -$676K -1,478 -1%
CAG
213
Crestwood Advisors Group
Massachusetts
$50.3M +$1.24M +2,707 +3%
State of Tennessee, Department of Treasury
214
State of Tennessee, Department of Treasury
Tennessee
$50.2M -$6.55M -14,318 -12%
EAM
215
Erste Asset Management
Austria
$49M +$2.11M +4,623 +5%
LWCA
216
Locust Wood Capital Advisers
New York
$48.9M +$806K +1,763 +2%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$48.8M +$19.9M +43,446 +72%
SIC
218
Schwartz Investment Counsel
Michigan
$48.4M -$10.6M -23,278 -19%
Treasurer of the State of North Carolina
219
Treasurer of the State of North Carolina
North Carolina
$48.3M +$309K +676 +0.7%
DP
220
Dearborn Partners
Illinois
$47.9M -$95.2K -208 -0.2%
SCP
221
Sandhill Capital Partners
New York
$47.5M +$120K +263 +0.3%
Retirement Systems of Alabama
222
Retirement Systems of Alabama
Alabama
$46.6M +$7.33M +16,022 +19%
CP
223
Cumberland Partners
Ontario, Canada
$46.1M +$13.7M +29,970 +44%
Aberdeen Group
224
Aberdeen Group
United Kingdom
$46M -$3.94M -8,607 -8%
NB
225
Norinchukin Bank
Japan
$45.8M +$14.6M +31,881 +49%

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.