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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
AIL
1176
AGF Investments LLC
Ontario, Canada
$505K +$1.63K +4 +0.3%
NP
1177
Ninepoint Partners
Ontario, Canada
$503K +$48.9K +120 +11%
PP
1178
Patten & Patten
Tennessee
$502K +$815 +2 +0.2%
MWM
1179
Mission Wealth Management
California
$501K +$133K +327 +37%
WA
1180
Waddell & Associates
Tennessee
$500K +$38.7K +95 +8%
SSW
1181
Smith Shellnut Wilson
Mississippi
$497K -$4.48K -11 -0.9%
CAG
1182
Csenge Advisory Group
Florida
$496K +$138K +338 +39%
ST
1183
Smithfield Trust
Pennsylvania
$494K -$23.2K -57 -4%
FNBT
1184
FineMark National Bank & Trust
Florida
$494K +$156K +383 +47%
EFL
1185
ERn Financial LLC
Wisconsin
$493K +$490K +1,202 New
LIM
1186
Leavell Investment Management
Alabama
$490K -$204K -500 -30%
FF
1187
FourThought Financial
Florida
$490K +$121K +298 +33%
LCM
1188
Laurion Capital Management
New York
$489K +$486K +1,193 New
AFG
1189
Albion Financial Group
Utah
$482K +$4.07K +10 +0.9%
IIC
1190
Ironwood Investment Counsel
Arizona
$481K +$89.6K +220 +23%
RGF
1191
Retirement Guys Formula
Ohio
$480K +$39.1K +96 +9%
IBOK
1192
Independence Bank of Kentucky
Kentucky
$479K
GM
1193
GeoWealth Management
Illinois
$476K +$15.1K +37 +3%
JG
1194
Jefferies Group
New York
$474K +$471K +1,156 New
CIC
1195
Carnegie Investment Counsel
Ohio
$470K -$37.9K -93 -8%
MCM
1196
Mendel Capital Management
Arkansas
$470K +$30.1K +74 +7%
9WM
1197
9258 Wealth Management
Ohio
$468K +$243K +597 +110%
FC
1198
Financial Consulate
Maryland
$467K +$15.1K +37 +3%
CFG
1199
Cooper Financial Group
California
$466K +$10.6K +26 +2%
RIA
1200
Regal Investment Advisors
Michigan
$464K -$562K -1,379 -55%

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.