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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
APWM
1051
Atlas Private Wealth Management
New York
$759K
KPWS
1052
Kestra Private Wealth Services
Texas
$758K -$186K -457 -20%
WWM
1053
Western Wealth Management
Colorado
$756K +$492K +1,208 +191%
TP
1054
Tranquility Partners
Tennessee
$753K +$220K +539 +42%
OPS
1055
Orion Portfolio Solutions
Nebraska
$751K +$222K +546 +42%
HSA
1056
HBK Sorce Advisory
Pennsylvania
$749K +$13.4K +33 +2%
SFA
1057
Souders Financial Advisors
Ohio
$748K -$3.67K -9 -0.5%
FWCM
1058
Ferguson Wellman Capital Management
Oregon
$744K -$77K -189 -9%
GAM
1059
Griffin Asset Management
New York
$738K
RCM
1060
Radnor Capital Management
Pennsylvania
$738K
IF
1061
Intrua Financial
Texas
$737K +$127K +311 +21%
AMCA
1062
Arthur M. Cohen & Associates
Illinois
$736K
BWP
1063
BSW Wealth Partners
Colorado
$731K +$384K +943 +113%
RB
1064
Rodgers Brothers
Pennsylvania
$730K
CCB
1065
Cutter & Co Brokerage
Missouri
$729K -$227K -557 -24%
SC
1066
Savant Capital
Illinois
$727K +$130K +319 +22%
PIA
1067
Pinion Investment Advisors
Kansas
$717K -$106K -260 -13%
WP
1068
WealthSource Partners
California
$715K +$14.3K +35 +2%
CFA
1069
Compass Financial Advisors
Indiana
$714K +$709K +1,741 New
CBT
1070
CoreFirst Bank & Trust
Kansas
$713K
DMBA
1071
Deseret Mutual Benefit Administrators
Utah
$713K +$1.63K +4 +0.2%
FIA
1072
Foundations Investment Advisors
Arizona
$709K +$745K +1,829 New
BFM
1073
Boothbay Fund Management
New York
$708K -$864K -2,121 -55%
FI
1074
Fosun International
China
$707K +$201K +493 +41%
YIH
1075
Y-Intercept (HK)
Hong Kong
$706K +$701K +1,721 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.