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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
PFS
1001
Prospera Financial Services
Texas
$902K +$68K +167 +8%
AI
1002
AdvisorShares Investments
Maryland
$900K -$871K -2,139 -49%
IC
1003
Intersect Capital
California
$899K +$339K +832 +61%
ZCA
1004
Zeke Capital Advisors
Pennsylvania
$899K +$716K +1,759 +408%
HH
1005
Hilltop Holdings
Texas
$895K -$396K -973 -31%
HCWM
1006
Harrison & Co Wealth Management
Virginia
$895K +$22.4K +55 +3%
OIA
1007
OneDigital Investment Advisors
Kansas
$895K +$294K +722 +49%
RA
1008
RiverPark Advisors
New York
$894K -$81.5K -200 -8%
PFG
1009
PAX Financial Group
Texas
$888K +$55.8K +137 +7%
TAM
1010
Trillium Asset Management
Massachusetts
$887K +$13.4K +33 +2%
HBT
1011
Heartland Bank & Trust
Illinois
$887K +$360K +883 +69%
CFFP
1012
Center for Financial Planning
Michigan
$885K +$268K +658 +44%
SFA
1013
Sequoia Financial Advisors
Ohio
$883K +$470K +1,154 +115%
GDP
1014
Great Diamond Partners
Maine
$879K +$4.48K +11 +0.5%
HWM
1015
HB Wealth Management
Georgia
$879K +$88K +216 +11%
LNC
1016
Lincoln National Corp
Pennsylvania
$876K +$19.1K +47 +2%
SS
1017
Simplicity Solutions
Minnesota
$868K -$466K -1,145 -35%
GWA
1018
GGM Wealth Advisors
Maryland
$865K +$892K +2,190 New
TW
1019
Transform Wealth
Colorado
$859K +$183K +450 +27%
WJWM
1020
Williams Jones Wealth Management
New York
$858K +$486K +1,193 +133%
TAM
1021
Townsend Asset Management
North Carolina
$857K
ED
1022
Exane Derivatives
France
$854K -$196K -481 -19%
SFO
1023
Stokes Family Office
Louisiana
$850K -$31K -76 -4%
CI
1024
CX Institutional
Indiana
$843K -$2.07M -5,089 -71%
Lido Advisors
1025
Lido Advisors
California
$843K +$209K +512 +33%

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.