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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
PBO
1376
Peoples Bank (Ohio)
Ohio
$269K -$8.15K -20 -3%
PPW
1377
Pasadena Private Wealth
California
$269K +$1.22K +3 +0.5%
FLPIM
1378
F.L. Putnam Investment Management
Massachusetts
$268K +$29.3K +72 +12%
IIA
1379
ICW Investment Advisors
Arizona
$266K +$8.96K +22 +4%
Kovitz Investment Group Partners
1380
Kovitz Investment Group Partners
Illinois
$265K +$264K +647 New
PFM
1381
Parsec Financial Management
North Carolina
$263K
KMWM
1382
Keudell/Morrison Wealth Management
Oregon
$262K +$260K +638 New
NAMP
1383
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K
LFA
1384
Legacy Financial Advisors
Kentucky
$258K +$21.2K +52 +9%
ACM
1385
Allred Capital Management
Texas
$258K +$257K +631 New
WEG
1386
World Equity Group
Illinois
$257K +$255K +627 New
CFO
1387
Collective Family Office
Pennsylvania
$257K -$4.89K -12 -2%
NW
1388
NewEdge Wealth
Pennsylvania
$256K -$147K -362 -37%
EWM
1389
Endowment Wealth Management
Wisconsin
$256K +$30.1K +74 +13%
V
1390
VeraBank
Texas
$255K
4WM
1391
44 Wealth Management
Oregon
$254K -$815 -2 -0.3%
SVWAG
1392
Sound View Wealth Advisors Group
Georgia
$253K +$6.52K +16 +3%
BPFA
1393
Barnes Pettey Financial Advisors
Mississippi
$252K +$250K +614 New
BFA
1394
Bragg Financial Advisors
North Carolina
$251K +$2.04K +5 +0.8%
GKWIM
1395
Gerber Kawasaki Wealth & Investment Management
California
$250K
LOAMU
1396
Lombard Odier Asset Management (USA)
New York
$249K +$247K +606 New
OPOWM
1397
One Plus One Wealth Management
Florida
$249K +$247K +606 New
LAM
1398
L2 Asset Management
Massachusetts
$249K +$247K +607 New
GAM
1399
Gould Asset Management
California
$247K +$2.04K +5 +0.8%
A
1400
Astrantus
Cyprus
$246K +$244K +600 New

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.