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
CWP
1551
Concord Wealth Partners
Virginia
$40K -$4.89K -12 -11%
WBC
1552
West Branch Capital
Massachusetts
$39K +$5.7K +14 +18%
MHR
1553
Matthew Hamilton Rosenberg
$39K +$26.1K +64 +213%
DCM
1554
Disciplina Capital Management
Tennessee
$37K +$2.44K +6 +7%
SC
1555
Seldon Capital
California
$36K
AW
1556
Avion Wealth
Texas
$36K +$35.4K +87 New
AWA
1557
Artemis Wealth Advisors
New York
$35.6K +$407 +1 +1%
MWM
1558
Mascoma Wealth Management
New Hampshire
$34K +$34.2K +84 New
SGAM
1559
Smith Group Asset Management
Texas
$33K -$1.63K -4 -5%
KSWA
1560
Kathleen S. Wright Associates
Pennsylvania
$33K
PFGIA
1561
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$4.07K -10 -11%
CH
1562
Canton Hathaway
Rhode Island
$32K
CCA
1563
Column Capital Advisors
Indiana
$32K +$31.4K +77 +7,700%
ARMC
1564
American Research & Management Company
Massachusetts
$31K
AA
1565
Addison Advisors
Vermont
$29K +$21.2K +52 +274%
SPWG
1566
Sage Private Wealth Group
Illinois
$29K +$24.4K +60 +1%
RCM
1567
Rain Capital Management
Oregon
$28K +$1.22K +3 +5%
FMTCOCP
1568
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K
PCH
1569
Polar Capital Holdings
United Kingdom
$26.2K +$1.64M +4,017 +7%
PP
1570
PrairieView Partners
Minnesota
$26K -$70.5K -173 -73%
TC
1571
Tacita Capital
Ontario, Canada
$26K
AIC
1572
Ayalon Insurance Company
Israel
$25K
DHGWA
1573
Dixon Hughes Goodman Wealth Advisors
North Carolina
$25K
WWM
1574
Wolff Wiese Magana
California
$25K +$25.3K +62 New
BWM
1575
Baystate Wealth Management
Massachusetts
$24K

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.