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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
SPP
1426
Single Point Partners
Massachusetts
$227K
BFG
1427
Bouchey Financial Group
New York
$227K +$226K +554 New
IWA
1428
IVC Wealth Advisors
Pennsylvania
$226K +$815 +2 +0.4%
HKIMG
1429
Hutchens & Kramer Investment Management Group
Indiana
$225K
AC
1430
Avestar Capital
New York
$225K +$224K +549 New
NB
1431
Nicolet Bankshares
Wisconsin
$223K +$221K +543 New
JFGIW
1432
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K +$407 +1 +0.2%
ACM
1433
Azimuth Capital Management
Michigan
$221K
AIP
1434
Almanack Investment Partners
Pennsylvania
$221K +$8.15K +20 +4%
QC
1435
Quent Capital
New York
$220K +$46K +113 +27%
EWM
1436
EPG Wealth Management
Georgia
$219K +$15.9K +39 +8%
MFA
1437
Mayflower Financial Advisors
Massachusetts
$219K +$33.8K +83 +18%
PWMG
1438
Prestige Wealth Management Group
New Jersey
$217K +$13K +32 +6%
FBB
1439
Fulton Breakefield Broenniman
Maryland
$217K +$215K +528 New
AF
1440
Allworth Financial
California
$216K +$105K +257 +95%
FWP
1441
FAS Wealth Partners
Kansas
$215K
CAMG
1442
CWA Asset Management Group
Florida
$215K +$213K +524 New
MTC
1443
McDaniel Terry & Co
Texas
$214K -$66K -162 -24%
SHGA
1444
Sand Hill Global Advisors
California
$213K -$8.96K -22 -4%
FP
1445
Financial Perspectives
Minnesota
$213K +$211K +519 New
BHWM
1446
Bar Harbor Wealth Management
New Hampshire
$212K -$54.2K -133 -21%
JIP
1447
Jaffetilchin Investment Partners
Florida
$212K +$5.29K +13 +2%
FOA
1448
Five Oceans Advisors
California
$212K +$210K +516 New
RDWM
1449
Red Door Wealth Management
Tennessee
$211K +$24K +59 +13%
NL
1450
NWAM LLC
Washington
$207K +$205K +504 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.