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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.6B +$83.6M +192,963 +1%
BlackRock
2
BlackRock
New York
$7.45B +$33.8M +77,909 +0.4%
State Street
3
State Street
Massachusetts
$4.63B -$33.8M -77,995 -0.7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.93B -$491M -1,132,021 -14%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.51B +$106M +245,047 +4%
Capital International Investors
6
Capital International Investors
California
$2.39B +$284M +655,360 +13%
Edgewood Management
7
Edgewood Management
Connecticut
$2.36B +$1.93M +4,464 +0.1%
Capital World Investors
8
Capital World Investors
California
$2.36B +$17.5M +40,386 +0.7%
TCI Fund Management
9
TCI Fund Management
United Kingdom
$2.05B -$451M -1,040,022 -18%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.98B +$163M +375,317 +9%
Capital Research Global Investors
11
Capital Research Global Investors
California
$1.92B -$17.9M -41,326 -0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.82B +$196M +451,827 +12%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.73B +$129M +298,834 +8%
Invesco
14
Invesco
Georgia
$1.54B -$99.8M -230,414 -6%
Parnassus Investments
15
Parnassus Investments
California
$1.24B +$43.7M +100,883 +4%
Northern Trust
16
Northern Trust
Illinois
$1.15B -$10.8M -24,843 -0.9%
Goldman Sachs
17
Goldman Sachs
New York
$1.09B +$193M +444,439 +21%
CCM
18
Cantillon Capital Management
New York
$989M -$17.2M -39,655 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$959M -$37.6M -86,888 -4%
N
20
Nuveen
North Carolina
$824M -$17.6M -40,540 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$821M +$53.2M +122,731 +7%
Baillie Gifford & Co
22
Baillie Gifford & Co
United Kingdom
$802M -$3.75M -8,662 -0.5%
Norges Bank
23
Norges Bank
Norway
$773M -$133M -307,987 -14%
Jennison Associates
24
Jennison Associates
New York
$754M -$11.6M -26,817 -1%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$750M -$26.6M -61,436 -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.