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
CNC
926
Canandaigua National Corp
New York
$1.14M +$613K +1,504 +118%
IA
927
IFP Advisors
Florida
$1.13M +$1.44M +3,536 +120%
AssetMark Inc
928
AssetMark Inc
California
$1.13M +$227K +558 +26%
FG
929
Foster Group
Iowa
$1.11M -$29.7K -73 -3%
FHA
930
Flagship Harbor Advisors
Massachusetts
$1.11M +$95.7K +235 +9%
WF
931
WoodTrust Financial
Wisconsin
$1.1M +$1.1M +2,691 New
KCM
932
Kanawha Capital Management
Virginia
$1.1M -$2.85K -7 -0.3%
PK
933
Pflug Koory
Nebraska
$1.1M
MS
934
Maven Securities
Jersey
$1.1M +$157K +385 +17%
SM
935
Sciencast Management
New Jersey
$1.1M -$2.68M -6,585 -71%
LSA
936
Leonteq Securities AG
Switzerland
$1.1M -$399K -979 -27%
PJSIMP
937
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.09M +$138K +340 +13%
EI
938
Ellevest Inc
New York
$1.09M +$499K +1,226 +85%
CG
939
Colony Group
Massachusetts
$1.09M +$67.2K +165 +7%
OWA
940
Outlook Wealth Advisors
Texas
$1.09M +$1.08M +2,662 New
BWL
941
Bogart Wealth LLC
Virginia
$1.09M +$1.08M +2,648 New
PPP
942
Private Portfolio Partners
New Jersey
$1.08M -$132K -323 -11%
MCM
943
Moore Capital Management
New York
$1.08M -$20.3M -49,726 -95%
VFA
944
Valeo Financial Advisors
Indiana
$1.08M +$163K +401 +18%
WSFS
945
Wilmington Savings Fund Society
Delaware
$1.08M -$118K -290 -10%
GCM
946
Graham Capital Management
Connecticut
$1.08M +$1.07M +2,624 New
BC
947
Brookfield Corp
Ontario, Canada
$1.07M +$1.07M +2,616 New
PTP
948
Platform Technology Partners
New York
$1.07M +$51.3K +126 +5%
PWM
949
Perigon Wealth Management
California
$1.07M +$155K +380 +17%
TCOO
950
Trust Company of Oklahoma
Oklahoma
$1.07M +$399K +979 +60%

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.