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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
SDAM
1226
Shulman DeMeo Asset Management
New York
$440K +$815 +2 +0.2%
FB
1227
Fulton Bank
Pennsylvania
$438K +$435K +1,067 New
NAM
1228
NorthCrest Asset Manangement
Minnesota
$437K -$300K -737 -41%
APA
1229
Astoria Portfolio Advisors
New York
$436K -$114K -279 -21%
SIM
1230
Sadoff Investment Management
Wisconsin
$436K
SWM
1231
SeaCrest Wealth Management
New York
$436K +$433K +1,063 New
BTWM
1232
Baker Tilly Wealth Management
Wisconsin
$434K +$231K +568 +116%
FAIM
1233
Financial Advocates Investment Management
Washington
$432K -$169K -416 -28%
FAFN
1234
First Affirmative Financial Network
Colorado
$424K +$63.5K +156 +18%
AAS
1235
Ameritas Advisory Services
Nebraska
$422K +$5.7K +14 +1%
IFWM
1236
Institute for Wealth Management
Colorado
$422K +$33.4K +82 +9%
GCS
1237
Gordian Capital (Singapore)
Singapore
$415K +$20.4K +50 +13%
CCM
1238
Carlson Capital Management
Minnesota
$415K +$37.9K +93 +10%
PCP
1239
Proficio Capital Partners
Massachusetts
$412K +$26.1K +64 +7%
ACM
1240
Ayrshire Capital Management
Connecticut
$410K
LCS
1241
Levin Capital Strategies
New York
$410K +$407K +1,000 New
BAM
1242
Barrett Asset Management
New York
$409K +$246K +603 +153%
KC
1243
Kenfarb & Co
Kentucky
$408K
BCM
1244
Brookstone Capital Management
Illinois
$406K -$254K -624 -38%
ACM
1245
AlphaCrest Capital Management
New York
$404K -$786K -1,930 -66%
RZH
1246
Relyea Zuckerberg Hanson
Connecticut
$403K +$47.7K +117 +13%
FCB
1247
First Command Bank
Texas
$402K +$138K +340 +53%
FCFS
1248
First Command Financial Services
Texas
$402K +$138K +340 +53%
CWA
1249
Cornerstone Wealth Advisors
Minnesota
$400K
HFM
1250
Harvest Fund Management
China
$399K -$152K -372 -28%

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.