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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
APW
1451
Aurora Private Wealth
New Jersey
$205K
MIM
1452
Marco Investment Management
Georgia
$205K
HI
1453
Hendershot Investments
Virginia
$205K +$11.8K +29 +6%
IIM
1454
Ipswich Investment Management
Massachusetts
$203K +$407 +1 +0.2%
C
1455
CEDRUS
Colorado
$202K +$24.8K +61 +14%
C
1456
Covestor
United Kingdom
$202K +$72.1K +177 +56%
SAF
1457
Smith Anglin Financial
Texas
$202K +$200K +492 New
QT
1458
Quantamental Technologies
New York
$201K -$1.01M -2,469 -83%
AP
1459
Adero Partners
California
$200K +$199K +488 New
UCB
1460
United Community Bank
South Carolina
$200K +$2.04K +5 +1%
SWA
1461
SOA Wealth Advisors
New York
$198K +$163K +399 +469%
EWA
1462
EverSource Wealth Advisors
Alabama
$196K +$37.9K +93 +24%
Macquarie Group
1463
Macquarie Group
Australia
$195K +$40.8M +100,151 +27%
HIIFS
1464
Harel Insurance Investments & Financial Services
Israel
$190K -$388K -952 -67%
LTI
1465
Laffer Tengler Investments
Tennessee
$190K
EMFAT
1466
Emerald Mutual Fund Advisers Trust
Pennsylvania
$188K -$20K -49 -10%
KFI
1467
Key Financial Inc
Pennsylvania
$186K +$64.4K +158 +53%
Capstone Investment Advisors
1468
Capstone Investment Advisors
New York
$179K +$178K +436 New
BCP
1469
Blue Chip Partners
Michigan
$178K
PB
1470
Pinnacle Bancorp
Nebraska
$162K +$72.9K +179 +83%
KFS
1471
Kelly Financial Services
Massachusetts
$160K -$13.4K -33 -8%
TIM
1472
Tortoise Investment Management
New York
$159K +$63.1K +155 +67%
PCG
1473
Private Capital Group
Connecticut
$156K +$19.1K +47 +14%
GWS
1474
Glassman Wealth Services
Virginia
$154K +$67.6K +166 +79%
HWA
1475
HHM Wealth Advisors
Tennessee
$153K -$78.6K -193 -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.