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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
FNC
976
First National Corp
Massachusetts
$965K
TWI
977
Thomas White International
Illinois
$965K +$287K +704 +43%
SWPG
978
Strategic Wealth Partners Group
Illinois
$965K +$356K +874 +59%
AI
979
AXS Investments
New York
$964K -$1.23M -3,019 -56%
PWM
980
Palumbo Wealth Management
New York
$959K +$2.04K +5 +0.2%
RCAG
981
Rehmann Capital Advisory Group
Michigan
$958K +$117K +288 +14%
LWAC
982
Laurel Wealth Advisors (California)
California
$956K +$22.4K +55 +2%
CWM
983
Calamos Wealth Management
Illinois
$952K +$945K +2,321 New
LWAM
984
Legacy Wealth Asset Management
Minnesota
$951K +$33.4K +82 +4%
AP
985
Appleton Partners
Massachusetts
$940K -$78.6K -193 -8%
Members Trust
986
Members Trust
Florida
$939K -$24.4K -60 -3%
SB
987
Sunflower Bank
Texas
$931K +$427K +1,048 +86%
CF
988
Cantor Fitzgerald
New York
$931K +$925K +2,270 New
WA
989
Wealth Alliance
New York
$930K +$565K +1,388 +158%
DWT
990
Dorsey & Whitney Trust
South Dakota
$929K +$127K +311 +16%
BONST
991
Bank of Nova Scotia Trust
Ontario, Canada
$928K -$1.22K -3 -0.1%
SCM
992
Shelton Capital Management
Colorado
$927K +$290K +711 +46%
LAS
993
LWM Advisory Services
Florida
$926K +$197K +483 +27%
MOS
994
MGO One Seven
Ohio
$920K +$517K +1,270 +131%
SF
995
Synovus Financial
Georgia
$919K +$14.7K +36 +2%
RCA
996
Resonant Capital Advisors
Wisconsin
$917K +$915K +2,247 New
VWM
997
Venturi Wealth Management
Texas
$916K +$102K +251 +13%
CC
998
Caxton Corporation
New Jersey
$912K -$10.6K -26 -1%
PSUF
999
People's United Financial
Connecticut
$907K +$244K +600 +37%
CFCI
1000
Comprehensive Financial Consultants Institutional
Indiana
$905K +$1.07M +2,618 New

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.