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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
MP
1201
McDonald Partners
Ohio
$464K +$442K +1,084 +2,306%
NGA
1202
Naples Global Advisors
Florida
$461K
NP
1203
NorthRock Partners
Minnesota
$461K +$245K +602 +116%
MC
1204
Moors & Cabot
Massachusetts
$460K -$28.5K -70 -6%
TPCW
1205
TD Private Client Wealth
New York
$460K +$73.3K +180 +19%
BCAM
1206
Boston Common Asset Management
Massachusetts
$459K +$108K +265 +31%
ECM
1207
Evergreen Capital Management
Washington
$459K +$182K +448 +67%
RC
1208
Roundview Capital
New Jersey
$458K +$270K +662 +146%
LGA
1209
Lebenthal Global Advisors
New York
$454K +$38.7K +95 +9%
FFS
1210
Founders Financial Securities
Maryland
$454K +$450K +1,106 New
CAM
1211
CenterStar Asset Management
Illinois
$452K
YC
1212
Yarbrough Capital
Tennessee
$451K +$100K +246 +29%
EAM
1213
Eschler Asset Management
United Kingdom
$451K +$448K +1,100 New
AFM
1214
Andesa Financial Management
Pennsylvania
$451K +$450K +1,104 New
GTCM
1215
Gyon Technologies Capital Management
New Jersey
$450K +$58.2K +143 +15%
GCM
1216
Gladius Capital Management
Illinois
$450K +$119K +292 +36%
CCA
1217
Childress Capital Advisors
Texas
$450K +$185K +454 +71%
DIA
1218
Dana Investment Advisors
Wisconsin
$449K +$30.5K +75 +7%
JCM
1219
Janney Capital Management
Pennsylvania
$448K +$9.78K +24 +2%
GA
1220
GraniteShares Advisors
New York
$447K -$32.6K -80 -7%
ECM
1221
Elgethun Capital Management
South Dakota
$444K +$815 +2 +0.2%
BOS
1222
Bank of Stockton
California
$443K -$8.15K -20 -2%
FNBOH
1223
First National Bank of Hutchinson
Kansas
$443K +$2.04K +5 +0.5%
BDF
1224
Balasa Dinverno & Foltz
$442K +$151K +370 +52%
SBIA
1225
Sheaff Brock Investment Advisors
Indiana
$440K +$815 +2 +0.2%

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.