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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
DY
1326
Dowling & Yahnke
California
$311K +$25.3K +62 +9%
PWS
1327
Precision Wealth Strategies
Missouri
$311K +$308K +757 New
SIA
1328
SkyView Investment Advisors
New Jersey
$309K -$13.9M -34,170 -98%
SG
1329
Somerset Group
Minnesota
$308K
VCM
1330
Violich Capital Management
California
$308K
ANTB
1331
AMG National Trust Bank
Colorado
$308K +$48.9K +120 +19%
VC
1332
Veracity Capital
Georgia
$307K -$1.12M -2,754 -79%
FPA
1333
First Pacific Advisors
California
$305K +$275K +674 +963%
CPO
1334
Cerity Partners OCIO
New York
$304K
NB
1335
Northwest Bancshares
Pennsylvania
$303K +$23.2K +57 +8%
TC
1336
Telemus Capital
Michigan
$303K +$56.2K +138 +23%
CFA
1337
CWS Financial Advisors
Michigan
$303K +$301K +739 New
EWM
1338
Empirical Wealth Management
Washington
$302K +$33K +81 +12%
MA
1339
MJP Associates
Connecticut
$301K -$7.33K -18 -2%
ACM
1340
Avalon Capital Management
California
$301K
CBFP
1341
Cedar Brook Financial Partners
Ohio
$301K +$8.15K +20 +3%
FBT
1342
First Bank & Trust
South Dakota
$301K +$299K +733 New
SAM
1343
Strategy Asset Managers
California
$301K +$299K +735 New
ACA
1344
Atlas Capital Advisors
Wyoming
$301K +$4.48K +11 +2%
5L
1345
55I LLC
Massachusetts
$298K +$28.5K +70 +11%
CG
1346
Corundum Group
Colorado
$298K +$74.5K +183 +34%
FCM
1347
Fourpath Capital Management
Oklahoma
$298K +$296K +727 New
MIS
1348
Morningstar Investment Services
Illinois
$296K +$288K +708 New
CMS
1349
Capital Market Strategies
Florida
$292K
NFC
1350
Northeast Financial Consultants
Connecticut
$292K +$96.9K +238 +50%

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.