S&P Global
SPGI
1,538 hedge funds and large institutions have $108B invested in S&P Global in 2021 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 635 increasing their positions, 421 reducing their positions, and 68 closing their positions.
216% more first-time investments, than exits
New positions opened: 215 | 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: 55 → 66 (+11)
12% more capital invested
Capital invested by funds: $95.7B → $108B (+$11.8B)
9% more funds holding
Funds holding: 1,413 → 1,538 (+125)
1.13% more ownership
Funds ownership: 93.49% → 94.62% (+1.1%)
31% less call options, than puts
Call options by funds: $793M | Put options by funds: $1.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$584M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$331M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$320M |
| 4 |
N
Natixis
Paris,
France
|
+$183M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCI Fund Management
London,
United Kingdom
|
-$488M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$426M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$312M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$215M |
| 5 |
Goldman Sachs
New York
|
-$201M |
SPGI Hedge Fund Activity: Q4 2021 in Review
1,538 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2021, worth a combined $108B — up 12% from $95.7B a quarter earlier.
Buyers outnumbered sellers: 215 funds opened new SPGI positions and 68 closed out — a net gain of 147 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.
- 1,538 institutional investors held S&P Global (SPGI) as of Q4 2021, up from 1,413 in Q3 2021.
- Funds reported $108B of S&P Global stock for Q4 2021, up 12% quarter-over-quarter.
- 215 funds opened new S&P Global positions in Q4 2021 and 68 closed out, a net change of +147 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.