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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
WFI
1151
West Family Investments
California
$550K +$206K +505 +60%
T
1152
TOBAM
France
$547K +$543K +1,334 New
CA
1153
Centerpoint Advisors
Massachusetts
$543K +$61.5K +151 +13%
MCA
1154
Magnolia Capital Advisors
Mississippi
$543K +$540K +1,325 New
DHFB
1155
Dixon Hubard Feinour & Brown
Virginia
$542K +$297K +730 +123%
SF
1156
Summit Financial
New Jersey
$537K +$167K +409 +45%
BCM
1157
Brooktree Capital Management
Michigan
$537K -$516K -1,267 -49%
RCWM
1158
Royal Capital Wealth Management
Indiana
$533K
FNBOSM
1159
First National Bank of South Miami
Florida
$532K -$1.22K -3 -0.2%
DA
1160
DSC Advisors
Illinois
$530K +$267K +656 +103%
CWM
1161
Curi Wealth Management
North Carolina
$526K +$520K +1,276 +15,950%
FAM
1162
Fulcrum Asset Management
United Kingdom
$524K
DLA
1163
Douglas Lane & Associates
New York
$522K +$52.5K +129 +11%
GFS
1164
GYL Financial Synergies
Connecticut
$521K -$83.1K -204 -14%
CCB
1165
Country Club Bank
Missouri
$519K +$504K +1,238 New
AWA
1166
Arete Wealth Advisors
Illinois
$518K +$28.1K +69 +6%
GAG
1167
GM Advisory Group
New York
$518K +$116K +285 +29%
ETC
1168
Exchange Traded Concepts
Oklahoma
$516K -$2.25M -5,521 -81%
TWM
1169
Thrive Wealth Management
Pennsylvania
$515K +$512K +1,256 New
FA
1170
Faithward Advisors
Pennsylvania
$513K -$20.4K -50 -4%
GFP
1171
Gryphon Financial Partners
Ohio
$512K -$79K -194 -13%
BC
1172
Bowman & Company
Wisconsin
$512K +$508K +1,248 New
RSS
1173
Rosenblum Silverman Sutton
California
$508K
WSTAM
1174
Wilbanks Smith & Thomas Asset Management
Virginia
$507K +$3.26K +8 +0.6%
MLA
1175
My Legacy Advisors
Oregon
$507K +$503K +1,235 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.