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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
MPM
1676
MBB Public Markets
Illinois
-$967K -2,049 Closed
MWM
1677
Modera Wealth Management
New Jersey
-$941K -1,993 Closed
CA
1678
Calton & Associates
Florida
-$852K -1,806 Closed
QI
1679
Qtron Investments
Massachusetts
-$800K -1,695 Closed
Optiver Holding
1680
Optiver Holding
Netherlands
-$705K -1,658 Closed
EN1L
1681
Engine No 1 LLC
California
-$778K -1,648 Closed
RHBC
1682
R.H. Bluestein & Co
Michigan
-$751K -1,591 Closed
EP
1683
Edgestream Partners
New Jersey
-$748K -1,584 Closed
HWA
1684
Heritage Wealth Advisors
Virginia
-$674K -1,428 Closed
HCM
1685
Helios Capital Management
Singapore
-$673K -1,425 Closed
ALAM
1686
Asahi Life Asset Management
Japan
-$656K -1,390 Closed
CG
1687
Cutler Group
California
-$566K -1,390 Closed
PA
1688
Procyon Advisors
Connecticut
-$592K -1,255 Closed
CA
1689
CoreCap Advisors
Michigan
-$586K -1,242 Closed
DCP
1690
DSM Capital Partners
Florida
-$472K -1,000 Closed
ER
1691
Enlightenment Research
Florida
-$472K -1,000 Closed
WANY
1692
Wealthspire Advisors (New York)
New York
-$468K -992 Closed
USGIU
1693
U.S. Global Investors (USGI)
Texas
-$467K -989 Closed
MC
1694
Manteio Capital
New Jersey
-$459K -973 Closed
TWM
1695
TriaGen Wealth Management
California
-$424K -898 Closed
COF
1696
Capital One Financial
Virginia
-$407K -863 Closed
MIM
1697
Meridiem Investment Management
United Kingdom
-$380K -805 Closed
KFA
1698
Krane Funds Advisors
New York
-$373K -790 Closed
HWIS
1699
Hancock Whitney Investment Services
Louisiana
-$360K -782 Closed
RWA
1700
RGT Wealth Advisors
Texas
-$353K -749 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.