We are live on ! Find out more
SPGI icon

S&P Global

1,647 hedge funds and large institutions have $127B invested in S&P Global in 2022 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 924 increasing their positions, 324 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 924 | Existing positions reduced: 324

114% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 107

38% more funds holding in top 10

Funds holding in top 10: 6691 (+25)

20% more capital invested

Capital invested by funds: $106B → $127B (+$20.8B)

7% more funds holding

Funds holding: 1,5391,647 (+108)

7% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.51B

4.38% less ownership

Funds ownership: 94.87%90.49% (-4.4%)

Holders
1,647
Holders Change
+108
Holders Change %
+7.02%
% of All Funds
25.98%
Holding in Top 10
91
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.88%
% of All Funds
1.44%
New
229
Increased
924
Reduced
324
Closed
107
Calls
$1.41B
Puts
$1.51B
Net Calls
-$106M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
51
Amundi
France
$504M +$66.6M +163,475 +16%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$503M +$235M +577,305 +89%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$500M +$222M +544,303 +81%
IFP
54
Independent Franchise Partners
United Kingdom
$495M -$25M -61,455 -5%
VFCM
55
Valley Forge Capital Management
Florida
$488M +$31.1M +76,448 +7%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$480M +$53.3M +130,802 +13%
CS
57
Credit Suisse
Switzerland
$473M +$190M +466,360 +68%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$466M +$108M +264,479 +30%
Mawer Investment Management
59
Mawer Investment Management
Alberta, Canada
$462M -$23.8M -58,334 -5%
Franklin Resources
60
Franklin Resources
California
$456M +$75M +184,243 +20%
CI Investments Inc
61
CI Investments Inc
Ontario, Canada
$447M +$192M +472,007 +77%
FPP
62
Findlay Park Partners
United Kingdom
$436M +$53.6M +131,664 +14%
CWG
63
C WorldWide Group
Denmark
$418M -$12.4M -30,487 -3%
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
$398M +$66M +162,093 +20%
TP
65
Third Point
New York
$394M -$16.3M -40,000 -4%
Bank Julius Baer & Co
66
Bank Julius Baer & Co
Switzerland
$390M +$60.5M +148,539 +19%
Barclays
67
Barclays
United Kingdom
$385M +$74.2M +182,123 +24%
UBS Group
68
UBS Group
Switzerland
$375M +$126M +310,323 +51%
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$344M +$50.3M +123,406 +17%
AllianceBernstein
70
AllianceBernstein
Tennessee
$344M +$51.9M +127,433 +18%
EVM
71
Eaton Vance Management
Massachusetts
$339M +$24.2M +59,410 +8%
Loomis, Sayles & Company
72
Loomis, Sayles & Company
Massachusetts
$338M +$894K +2,195 +0.3%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$337M +$1.21M +2,964 +0.4%
SGA
74
Sustainable Growth Advisers
Connecticut
$337M +$334M +820,442 New
Bessemer Group
75
Bessemer Group
New Jersey
$328M +$89.9M +220,811 +38%

SPGI Hedge Fund Activity: Q1 2022 in Review

1,647 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2022, worth a combined $127B — up 20% from $106B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new SPGI positions and 107 closed out — a net gain of 122 holders — while 924 added to existing stakes and 324 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.68B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.13B.

  • 1,647 institutional investors held S&P Global (SPGI) as of Q1 2022, up from 1,539 in Q4 2021.
  • Funds reported $127B of S&P Global stock for Q1 2022, up 20% quarter-over-quarter.
  • 229 funds opened new S&P Global positions in Q1 2022 and 107 closed out, a net change of +122 holders.
  • The largest S&P Global buyer in Q1 2022 was Vanguard Group, an estimated $3.68B added.
  • The largest S&P Global seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.13B sold.

Based on aggregated 13F filings for Q1 2022.