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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
KFP
1351
KB Financial Partners
New Jersey
$291K +$53.4K +131 +23%
CB
1352
Community Bank
New York
$290K -$79K -194 -22%
CWS
1353
Confluence Wealth Services
Pennsylvania
$290K +$224K +549 +345%
Fisher Asset Management
1354
Fisher Asset Management
Washington
$289K -$63.5K -156 -18%
WA
1355
Wealth Architects
California
$289K +$54.6K +134 +24%
RB
1356
Renasant Bank
Mississippi
$289K +$287K +704 New
DA
1357
DCM Advisors
New York
$287K -$505K -1,241 -64%
ETI
1358
Enterprise Trust & Investment
California
$287K
MRCM
1359
M&R Capital Management
New Jersey
$287K +$204K +500 +250%
TFM
1360
TFC Financial Management
Massachusetts
$284K +$281K +689 +22,967%
MC
1361
Montag & Caldwell
Georgia
$283K -$77.8K -191 -22%
AIA
1362
Avalon Investment & Advisory
Texas
$283K +$4.48K +11 +2%
EFM
1363
E Fund Management
China
$283K +$66K +162 +31%
LWMM
1364
Legacy Wealth Management (Mississippi)
Mississippi
$283K +$15.1K +37 +6%
MGIA
1365
Moneta Group Investment Advisors
Missouri
$281K +$20K +49 +8%
PP
1366
PDS Planning
Ohio
$280K +$103K +252 +59%
DBRC
1367
D.B. Root & Company
Pennsylvania
$278K +$4.48K +11 +2%
FG
1368
Fiduciary Group
Georgia
$275K +$6.11K +15 +2%
SRC
1369
Shufro Rose & Co
New York
$274K
AIA
1370
Alera Investment Advisors
Illinois
$274K +$272K +668 New
MW
1371
Marcum Wealth
Ohio
$274K +$272K +668 New
OTPPB
1372
Ontario Teachers' Pension Plan Board
Ontario, Canada
$273K -$395K -969 -59%
SWM
1373
Sculati Wealth Management
Michigan
$270K +$268K +658 New
CWP
1374
CFM Wealth Partners
Texas
$270K +$268K +659 New
CIP
1375
Convergence Investment Partners
Florida
$269K -$136K -333 -34%

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.