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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
LJHT
1526
Laurie J. Hall Trustee
$59K
LWA
1527
Lenox Wealth Advisors
New York
$59K +$31K +76 +112%
SSG
1528
Summit Securities Group
New York
$59K +$59.1K +145 New
EARNEST Partners
1529
EARNEST Partners
Georgia
$58K +$19.6K +48 +52%
ZIG
1530
Zullo Investment Group
Pennsylvania
$56K +$10.6K +26 +24%
AP
1531
Arlington Partners
Alabama
$54K
CA
1532
Capitolis Advisors
New York
$53K
GAM
1533
Gemmer Asset Management
California
$53K
BC
1534
BIT Capital
Germany
$52.5K +$26.1K +64 +100%
CAC
1535
Core Alternative Capital
Georgia
$52K +$42.8K +105 +500%
SWM
1536
Sugarloaf Wealth Management
Georgia
$51K +$2.85K +7 +6%
CFN
1537
Cordasco Financial Network
Florida
$49K +$11.8K +29 +32%
RCG
1538
Rock Creek Group
District of Columbia
$47K +$28.9K +71 +165%
PCOC
1539
Power Corp of Canada
Canada
$47K +$46.4K +114 New
CDIA
1540
Capital Directions Investment Advisors
Georgia
$47K +$46.8K +115 New
BWA
1541
BDO Wealth Advisors
Florida
$46K +$18.7K +46 +71%
ME
1542
McIlrath & Eck
Washington
$46K +$24K +59 +111%
GEA
1543
Glen Eagle Advisors
New Jersey
$44.3K
ANBT
1544
American National Bank & Trust
Texas
$44K +$29.3K +72 +206%
BFC
1545
Bedel Financial Consulting
Indiana
$44K +$41.1K +101 +1,443%
IFAM
1546
Institutional & Family Asset Management
Colorado
$43K +$42.8K +105 New
SC
1547
SouthState Corp
Florida
$41K -$1.22K -3 -3%
TFO
1548
Tarbox Family Office
California
$41K -$407 -1 -1%
GWMI
1549
Guardian Wealth Management (Illinois)
Illinois
$41K
AF
1550
Arrow Financial
New York
$41K +$40.7K +100 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.