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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
BCMLT
1626
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$3.67K +9 New
MA
1627
MCF Advisors
Kentucky
$4K +$3.67K +9 New
SCA
1628
Stuart Chaussee & Associates
California
$4K +$4.07K +10 New
CWM
1629
Cedar Wealth Management
California
$3K
RBC
1630
Roble Belko & Company
Pennsylvania
$3K
TLCM
1631
Twin Lakes Capital Management
California
$3K
DC
1632
DeDora Capital
California
$3K +$2.85K +7 New
NFSG
1633
Newbridge Financial Services Group
Florida
$3K +$2.85K +7 New
SWM
1634
Selective Wealth Management
Virginia
$3K +$2.85K +7 New
SIAP
1635
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K +$3.26K +8 New
MCM
1636
Manchester Capital Management
Vermont
$2K -$9.37K -23 -79%
MTIC
1637
Missouri Trust & Investment Company
Missouri
$2K
PO
1638
Private Ocean
California
$2K +$407 +1 +25%
FEG
1639
Financial Enhancement Group
Indiana
$2K +$2.44K +6 New
PWP
1640
Pursue Wealth Partners
California
$1.66K +$1.63K +4 New
BIM
1641
Baldwin Investment Management
Pennsylvania
$1.66K +$792K +1,945 +93%
PI
1642
PEAK6 Investments
Illinois
$1K -$572K -1,405 -100%
ACK
1643
Andrew C. Karlinski
$1K
BA
1644
Bivin & Associates
Oklahoma
$1K +$1.22K +3 New
MAM
1645
Marquette Asset Management
Minnesota
$1K +$1.22K +3 New
VNA
1646
Valley National Advisers
Pennsylvania
$1K +$1.22K +3 New
WIM
1647
Westside Investment Management
California
$20
SCP
1648
Soroban Capital Partners
New York
-$45.3M -95,983 Closed
UOC
1649
UBS O'Connor
Illinois
-$17M -36,000 Closed
TA
1650
TRB Advisors
New York
-$16.5M -35,000 Closed

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.