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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
CWC
1576
Carolinas Wealth Consulting
North Carolina
$23K
POIA
1577
Pin Oak Investment Advisors
Texas
$23K
SIC
1578
SJS Investment Consulting
Ohio
$23K +$23.2K +57 New
SIA
1579
Sit Investment Associates
Minnesota
$22K
FMP
1580
Financial Management Professionals
Texas
$21K +$18.3K +45 +643%
SC
1581
Sierra Capital
Florida
$19K +$815 +2 +4%
BA
1582
Bellwether Advisors
Nebraska
$19K +$18.3K +45 +1,500%
SQA
1583
Simon Quick Advisors
New Jersey
$18K +$815 +2 +5%
OLVIG
1584
Oliver Lagore Vanvalin Investment Group
Michigan
$18K +$17.9K +44 New
TH
1585
TCTC Holdings
Texas
$17K -$32.6K -80 -66%
TWM
1586
Tradition Wealth Management
Minnesota
$17K -$407 -1 -2%
HCP
1587
Hexagon Capital Partners
Arkansas
$17K
FGAM
1588
Financial Gravity Asset Management
Texas
$15.8K -$2.78M -6,831 -28%
BHWM
1589
Beaird Harris Wealth Management
Texas
$15K +$14.7K +36 New
CA
1590
Crewe Advisors
Utah
$14K
TF
1591
TimeScale Financial
Massachusetts
$14K
BWM
1592
BerganKDV Wealth Management
Minnesota
$14K +$6.11K +15 +75%
PP
1593
Pacifica Partners
Canada
$14K +$14.3K +35 New
OC
1594
Oakworth Capital
Alabama
$13K -$96.5K -237 -88%
FFC
1595
First Financial Corp
Indiana
$13K
TSW
1596
Thompson Siegel & Walmsley
Virginia
$13K
RG
1597
Retirement Group
California
$13K +$3.26K +8 +35%
OIA
1598
Optimum Investment Advisors
Illinois
$12K
TCWA
1599
Ten Capital Wealth Advisors
Washington
$12K
TFA
1600
Toth Financial Advisory
Virginia
$12K

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.