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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
GCP
1026
GSA Capital Partners
United Kingdom
$842K +$306K +752 +58%
DF
1027
Donoghue Forlines
Massachusetts
$836K -$771K -1,894 -48%
AWA
1028
Aaron Wealth Advisors
Illinois
$833K +$139M +341,064 +55,458%
ARMT
1029
Amica Retiree Medical Trust
Rhode Island
$832K
MPW
1030
Monterey Private Wealth
California
$830K +$1.63K +4 +0.2%
RCA
1031
Roberts Capital Advisors
Colorado
$824K
FFM
1032
Forum Financial Management
Illinois
$824K +$556K +1,364 +211%
LCM
1033
Lattice Capital Management
Washington
$822K +$1.63K +4 +0.2%
NL
1034
NVWM LLC
Pennsylvania
$821K -$6.92K -17 -0.8%
ADL
1035
Asset Dedication LLC
California
$820K -$46.8K -115 -5%
ACM
1036
Aquatic Capital Management
Illinois
$820K +$529K +1,300 +186%
APP
1037
Avantax Planning Partners
Iowa
$819K +$31.8K +78 +4%
BAM
1038
Bruderman Asset Management
New York
$814K -$529K -1,300 -40%
HH
1039
HWG Holdings
Texas
$812K +$210K +515 +35%
DCM
1040
Donaldson Capital Management
Indiana
$808K +$226K +555 +39%
BL
1041
BFSG LLC
California
$807K +$801K +1,967 New
DCM
1042
Dimension Capital Management
Florida
$791K
MSFS
1043
Main Street Financial Solutions
Pennsylvania
$791K +$442K +1,085 +129%
SCF
1044
Sante Capital Fund
Texas
$785K +$780K +1,915 New
ITFISA
1045
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$779K -$230K -564 -23%
CP
1046
Covenant Partners
Tennessee
$774K +$769K +1,887 New
GA
1047
GoalVest Advisory
New York
$763K +$758K +1,861 New
TSS
1048
Two Sigma Securities
New York
$762K +$757K +1,858 New
ISL
1049
Ingalls & Snyder LLC
New York
$760K -$39.5K -97 -5%
RMCM
1050
Reynders McVeigh Capital Management
Massachusetts
$759K -$40.3K -99 -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.