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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
ARIS
1601
Advanced Research Investment Solutions
California
$12K +$12.2K +30 New
IAS
1602
IMA Advisory Services
Colorado
$11K
GKIM
1603
GW&K Investment Management
Massachusetts
$11K +$11K +27 New
FA
1604
Fortis Advisors
Pennsylvania
$10K
NIC
1605
Northwest Investment Counselors
Oregon
$10K +$2.85K +7 +41%
SIS
1606
Sound Income Strategies
Florida
$10K +$10.2K +25 New
UIA
1607
Ulland Investment Advisors
Minnesota
$10K +$10.2K +25 New
APW
1608
Acima Private Wealth
Virginia
$9K
CI
1609
Cordant Inc
Oregon
$9K +$9.37K +23 New
SLWA
1610
San Luis Wealth Advisors
California
$8K +$6.52K +16 New
CIAS
1611
CFS Investment Advisory Services
New Jersey
$8K +$1.29B +3,175,053 +39,968%
Kayne Anderson Rudnick Investment Management
1612
Kayne Anderson Rudnick Investment Management
California
$7K
SCA
1613
Stonebridge Capital Advisors
Minnesota
$7K +$6.92K +17 New
UFF
1614
USA Financial Formulas
Michigan
$6K -$66K -162 -92%
GI
1615
Gradient Investments
Minnesota
$6K
HWM
1616
HighMark Wealth Management
Minnesota
$6K +$5.7K +14 New
FCA
1617
FinTrust Capital Advisors
South Carolina
$5K -$46.4K -114 -90%
SC
1618
Schubert & Co
Texas
$5K -$815 -2 -13%
HDIM
1619
Hanson & Doremus Investment Management
Vermont
$5K
DI
1620
Disciplined Investments
Oklahoma
$5K +$4.89K +12 New
APC
1621
Aspire Private Capital
North Carolina
$5K +$5.29K +13 New
WAM
1622
Worth Asset Management
Texas
$5K +$6.11K +15 New
RIM
1623
Rockbridge Investment Management
New York
$4.08K -$57K -140 -93%
GLLW
1624
Graves Light Lenhart Wealth
Virginia
$4K
S
1625
Surevest
California
$4K +$815 +2 +29%

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.