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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
KP
1301
Keel Point
Alabama
$336K +$73.7K +181 +28%
ACA
1302
Anchor Capital Advisors
Massachusetts
$335K -$10.2K -25 -3%
PHS
1303
Pekin Hardy Strauss
Illinois
$334K
CIM
1304
Chapman Investment Management
California
$334K +$5.7K +14 +2%
IGGA
1305
Iron Gate Global Advisors
Utah
$334K +$44.4K +109 +15%
LNB
1306
Ledyard National Bank
$331K +$3.26K +8 +1%
MIC
1307
Meridian Investment Counsel
California
$330K
FNWM
1308
Financial Network Wealth Management
Utah
$328K
TC
1309
Trust Company
Kansas
$328K
CRCM
1310
Corbett Road Capital Management
Virginia
$327K +$58.2K +143 +22%
TIM
1311
Triad Investment Management
California
$327K +$127K +313 +65%
IWM
1312
IHT Wealth Management
Illinois
$326K +$324K +795 New
G
1313
Gainplan
Michigan
$324K -$222K -544 -41%
JSW
1314
Journey Strategic Wealth
New Jersey
$323K +$79K +194 +33%
MA
1315
Mutual Advisors
Nebraska
$322K +$65.6K +161 +26%
WB
1316
West Bancorporation
Iowa
$321K -$4.07K -10 -1%
VC
1317
Vicus Capital
Pennsylvania
$321K +$24.8K +61 +8%
CWM
1318
Connecticut Wealth Management
Connecticut
$319K +$10.2K +25 +3%
CSB
1319
City State Bank
Iowa
$317K
XT
1320
XTX Topco
Cayman Islands
$314K -$332K -815 -52%
CAM
1321
Claret Asset Management
Quebec, Canada
$314K +$312K +766 New
TAM
1322
Taurus Asset Management
New York
$314K +$312K +766 New
KM
1323
Kalos Management
Georgia
$312K -$1.49M -3,663 -83%
IFS
1324
Ifrah Financial Services
Arkansas
$311K -$407 -1 -0.1%
MSS
1325
Mitchell Sinkler & Starr
Pennsylvania
$311K +$1.22K +3 +0.4%

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.