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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
OPCM
1101
Osborne Partners Capital Management
California
$663K -$104K -256 -14%
JSC
1102
Jackson Square Capital
California
$662K
TW
1103
TrinityPoint Wealth
Connecticut
$661K +$33.4K +82 +5%
MWP
1104
Meridian Wealth Partners
Pennsylvania
$660K -$14.3K -35 -2%
GWAM
1105
Guardian Wealth Advisors (Minnesota)
Minnesota
$660K -$6.92K -17 -1%
CSIC
1106
Clifford Swan Investment Counsel
California
$660K
PI
1107
PFS Investments
Georgia
$660K +$656K +1,610 New
APP
1108
Alpha Paradigm Partners
Illinois
$658K +$445K +1,092 +214%
NB
1109
NBT Bank
New York
$656K -$40.7K -100 -6%
BIC
1110
Beach Investment Counsel
Pennsylvania
$656K
SXL
1111
Summit X LLC
Missouri
$656K +$8.15K +20 +1%
DWM
1112
Dakota Wealth Management
Florida
$655K -$1.07M -2,621 -62%
LHC
1113
Little House Capital
Massachusetts
$655K +$651K +1,598 New
CBN
1114
Cadence Bank NA
Texas
$654K +$444K +1,089 +216%
NHC
1115
Nicholas Hoffman & Company
Georgia
$651K +$6.52K +16 +1%
JCM
1116
Jacobi Capital Management
Pennsylvania
$651K +$84.7K +208 +15%
BOM
1117
Bank of Marin
California
$649K +$644K +1,582 New
FMLI
1118
Fukoku Mutual Life Insurance
Japan
$644K -$855K -2,100 -57%
MIM
1119
Moseley Investment Management
Florida
$644K
LC
1120
Lindbrook Capital
California
$644K +$254K +624 +66%
AFM
1121
Anson Funds Management
Texas
$637K +$633K +1,553 New
LA
1122
Latitude Advisors
Florida
$634K -$99K -243 -14%
IWP
1123
Icon Wealth Partners
Texas
$633K +$628K +1,542 New
MHC
1124
Meyer Handelman Company
New York
$626K +$621K +1,525 New
ST
1125
Spinnaker Trust
Maine
$622K -$61.1K -150 -9%

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.