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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
WP
1126
WMS Partners
Maryland
$618K -$1.08M -2,661 -64%
IAN
1127
Integrated Advisors Network
Texas
$618K +$141K +345 +30%
HCMT
1128
Highland Capital Management (Tennessee)
Tennessee
$615K
HPWM
1129
Highland Private Wealth Management
Washington
$615K +$219K +538 +56%
CWM
1130
Circle Wealth Management
New Jersey
$614K +$62.7K +154 +11%
NRW
1131
Nova R Wealth
Kansas
$612K
BAAM
1132
Baker Avenue Asset Management
California
$611K -$305K -749 -33%
FC
1133
Forte Capital
New York
$607K
EP
1134
Eudaimonia Partners
Tennessee
$600K +$596K +1,463 New
SS
1135
Sunbelt Securities
Texas
$598K -$47.7K -117 -8%
KF
1136
Krilogy Financial
Missouri
$598K +$594K +1,458 New
PI
1137
Putnam Investments
Massachusetts
$594K +$174K +427 +42%
HCC
1138
Hirtle Callaghan & Co
Pennsylvania
$594K +$590K +1,448 New
PWP
1139
Principle Wealth Partners
Connecticut
$588K +$49.7K +122 +9%
BHTS
1140
Bar Harbor Trust Services
Maine
$581K +$12.6K +31 +2%
BONH
1141
Bank of New Hampshire
New Hampshire
$580K +$7.33K +18 +1%
AWM
1142
Axxcess Wealth Management
California
$574K +$236K +579 +71%
AP
1143
Americana Partners
Texas
$573K +$702K +1,724 New
ACM
1144
Advisors Capital Management
New Jersey
$571K +$51.3K +126 +10%
WA
1145
Wambolt & Associates
Colorado
$565K -$8.15K -20 -1%
TFP
1146
Tilia Fiduciary Partners
North Carolina
$565K -$2.44K -6 -0.4%
WB
1147
WesBanco Bank
West Virginia
$564K +$28.5K +70 +5%
SWP
1148
Strategic Wealth Partners
Ohio
$557K +$133K +326 +32%
SYBT
1149
Stock Yards Bank & Trust
Kentucky
$555K -$170K -418 -24%
HIA
1150
Harbor Investment Advisory
Maryland
$553K +$160K +392 +41%

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.