We are live on ! Find out more
SPGI icon

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
CTB
1476
Country Trust Bank
Illinois
$152K +$11.8K +29 +9%
CAL
1477
Capital Advisors Ltd
Ohio
$151K +$82.7K +203 +123%
TWA
1478
TCI Wealth Advisors
Arizona
$150K +$24.4K +60 +20%
Koshinski Asset Management
1479
Koshinski Asset Management
Illinois
$148K +$52.5K +129 +56%
HF
1480
Halpern Financial
Virginia
$144K -$21.2K -52 -13%
T
1481
TCWP
Ohio
$138K +$137K +337 New
GCGDR
1482
Geo Capital Gestora de Recursos
Brazil
$136K
CP
1483
Castleview Partners
Texas
$135K -$257M -630,479 -100%
AWM
1484
Avior Wealth Management
Nebraska
$130K +$407 +1 +0.3%
SOW
1485
State of Wyoming
Wyoming
$126K -$22K -54 -15%
VCM
1486
Versant Capital Management
Arizona
$123K +$13.4K +33 +12%
FFA
1487
Fairfield Financial Advisors
Massachusetts
$121K +$120K +295 New
NR
1488
Newfound Research
Massachusetts
$118K +$3.67K +9 +3%
KLWA
1489
Kelly Lawrence W & Associates
California
$116K +$115K +283 New
EBA
1490
Eagle Bay Advisors
New York
$113K +$9.78K +24 +10%
Jones Financial Companies
1491
Jones Financial Companies
Missouri
$104K -$39.1K -96 -28%
TAIM
1492
TD Ameritrade Investment Management
Nebraska
$104K +$17.9K +44 +21%
WB
1493
Webster Bank
Connecticut
$103K
GWM
1494
Geneos Wealth Management
Colorado
$101K -$36.7K -90 -27%
WPA
1495
West Paces Advisors
Georgia
$100K +$4.07K +10 +4%
OA
1496
Operose Advisors
Wisconsin
$100K
GWSG
1497
GPS Wealth Strategies Group
Colorado
$99K +$59.1K +145 +149%
WTA
1498
Washington Trust Advisors
Massachusetts
$98K +$61.1K +150 +165%
VCM
1499
Vigilant Capital Management
Maine
$95K +$91.2K +224 +3,200%
JWM
1500
Janiczek Wealth Management
Colorado
$91K +$17.1K +42 +23%

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.