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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
PFA
1276
Plotkin Financial Advisors
Maryland
$369K
VWA
1277
V Wealth Advisors
Kansas
$369K -$228K -560 -38%
BOTW
1278
Bank of the West
California
$369K -$40.7K -100 -10%
BFA
1279
Buttonwood Financial Advisors
Maryland
$369K +$141K +345 +62%
FA
1280
Fiducient Advisors
Illinois
$367K
F
1281
F3Logic
Minnesota
$364K +$8.15K +20 +2%
WA
1282
Waverly Advisors
Alabama
$363K +$18.3K +45 +5%
SB
1283
Strategic Blueprint
Georgia
$360K +$35K +86 +11%
IIC
1284
Integrated Investment Consultants
Michigan
$356K +$354K +868 New
LAS
1285
Lloyd Advisory Services
Georgia
$355K +$51.7K +127 +17%
CB
1286
CNB Bank
Pennsylvania
$354K +$19.1K +47 +6%
SFCL
1287
Strengthening Families & Communities LLC
Massachusetts
$354K +$328K +806 +1,414%
CL
1288
CPWM LLC
Washington
$351K +$55K +135 +19%
WPC
1289
Wedmont Private Capital
Pennsylvania
$350K +$120K +294 +53%
A
1290
AustralianSuper
Australia
$347K +$111M +273,519 +48%
AC
1291
Abbrea Capital
California
$347K
SFG
1292
StrategIQ Financial Group
Indiana
$346K
PT
1293
Plimoth Trust
Massachusetts
$345K -$10.2K -25 -3%
MGIA
1294
Matthew Goff Investment Advisor
Texas
$343K
OTL
1295
Oak Thistle LLC
New York
$343K +$341K +838 New
OWA
1296
One Wealth Advisors
California
$341K +$28.9K +71 +9%
USCWA
1297
U.S. Capital Wealth Advisors
Texas
$341K +$53.8K +132 +19%
I
1298
IMPACTfolio
Colorado
$340K +$338K +830 New
AWE
1299
Avidian Wealth Enterprises
Texas
$339K -$2.04K -5 -0.6%
GBT
1300
Grove Bank & Trust
Florida
$339K +$68.8K +169 +26%

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.