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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
HWMA
951
Heritage Wealth Management (Arizona)
Arizona
$1.07M +$1.06M +2,598 New
GC
952
Gould Capital
Washington
$1.06M +$1.05M +2,581 New
RPC
953
Rossmore Private Capital
Connecticut
$1.05M +$65.2K +160 +7%
AAS
954
Avantax Advisory Services
Texas
$1.05M +$111K +273 +12%
UH
955
Unigestion Holding
Switzerland
$1.05M
PVH
956
Psagot Value Holdings
Israel
$1.04M +$188K +461 +22%
BA
957
Bridgewater Associates
Connecticut
$1.04M +$760K +1,867 +280%
MFG
958
Menard Financial Group
Texas
$1.04M +$722K +1,772 +234%
RWM
959
Ritholtz Wealth Management
New York
$1.03M +$462K +1,134 +82%
RWA
960
Ropes Wealth Advisors
Massachusetts
$1.03M +$237K +581 +30%
AWM
961
Altium Wealth Management
New York
$1.03M +$247K +607 +32%
CAAS
962
Capital Asset Advisory Services
Michigan
$1.03M +$1.02M +2,502 New
BFM
963
Boston Financial Management
Massachusetts
$1.02M +$33K +81 +3%
HR
964
Howe & Rusling
New York
$1.01M
MMG
965
Monetary Management Group
Missouri
$1.01M
LC
966
Lincoln Capital
Nebraska
$1.01M +$1M +2,458 New
CAL
967
Capital Analysts LLC
Pennsylvania
$1M +$184K +451 +23%
MAG
968
Mass Ave Global
New York
$994K +$987K +2,423 New
TAM
969
Trust Asset Management
Texas
$992K +$32.6K +80 +3%
CIM
970
Contravisory Investment Management
Massachusetts
$986K +$980K +2,405 New
CT
971
Chicago Trust
Illinois
$979K +$229K +563 +31%
CB
972
Cadence Bank
Mississippi
$971K -$34.6K -85 -3%
BG
973
Bollard Group
Massachusetts
$971K +$1.63K +4 +0.2%
AWP
974
Accretive Wealth Partners
New Jersey
$970K +$19.1K +47 +2%
CCG
975
Chatham Capital Group
Georgia
$968K -$46.8K -115 -5%

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.