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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
HCMG
1401
Howard Capital Management Group
California
$245K
EWM
1402
Endurance Wealth Management
Rhode Island
$245K +$215K +529 +778%
MCC
1403
Money Concepts Capital
Florida
$245K +$243K +597 New
CMP
1404
Courage Miller Partners
Virginia
$244K
AI
1405
Alphabet Inc
California
$243K
TCOT
1406
Trust Company of Toledo
Ohio
$242K -$4.48K -11 -2%
GWM
1407
Gitterman Wealth Management
New Jersey
$242K +$240K +589 New
OMC
1408
Old Mission Capital
Illinois
$242K +$241K +591 New
BCM
1409
Buckhead Capital Management
Georgia
$240K -$42.8K -105 -15%
PWS
1410
Peterson Wealth Services
Utah
$240K +$239K +586 New
AWP
1411
Ascent Wealth Partners
New York
$239K -$10.6K -26 -4%
OL
1412
Optas LLC
Texas
$237K +$236K +579 New
AFWM
1413
AMJ Financial Wealth Management
Virginia
$236K
ACA
1414
Affinity Capital Advisors
California
$235K -$27.7K -68 -11%
IWN
1415
Independent Wealth Network
Iowa
$235K +$6.52K +16 +3%
KCPG
1416
Kavar Capital Partners Group
Kansas
$234K
W
1417
Wealthquest
Ohio
$234K
Acadian Asset Management
1418
Acadian Asset Management
Massachusetts
$232K -$71.3K -175 -24%
BFO
1419
Biltmore Family Office
North Carolina
$231K +$229K +563 New
TCWM
1420
Total Clarity Wealth Management
Illinois
$231K +$229K +563 New
HHGA
1421
Halbert Hargrove Global Advisors
California
$230K +$40.3K +99 +21%
CFO
1422
CVA Family Office
Colorado
$230K +$102K +250 +80%
JDR
1423
Jay D. Rosenbaum
$228K
SLA
1424
Silver Lake Advisory
Utah
$228K +$407 +1 +0.2%
SIC
1425
Salem Investment Counselors
North Carolina
$228K +$23.2K +57 +11%

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.