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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
DU
1701
Delphia (USA)
Ontario, Canada
-$350K -741 Closed
RFG
1702
Range Financial Group
Oregon
-$311K -660 Closed
OCM
1703
Ovata Capital Management
Hong Kong
-$253K -622 -100%
PM
1704
Parametrica Management
Hong Kong
-$286K -607 Closed
SDWMA
1705
Schneider Downs Wealth Management Advisors
Pennsylvania
-$286K -605 Closed
CC
1706
Callan Capital
California
-$268K -568 Closed
MF
1707
Magnetar Financial
Illinois
-$255K -540 Closed
BAS
1708
Brown Advisory Securities
Maryland
-$250K -531 Closed
FSC
1709
Full Sail Capital
Oklahoma
-$205K -514 Closed
AT
1710
Arvest Trust
Oklahoma
-$242K -512 Closed
RWM
1711
Rockwood Wealth Management
Pennsylvania
-$238K -505 Closed
CIA
1712
Capital Investment Advisors
Georgia
-$236K -501 Closed
DI
1713
DAGCO Inc
Ohio
-$236K -500 Closed
MBT
1714
Montecito Bank & Trust
California
-$224K -475 Closed
PWA
1715
Physician Wealth Advisors
Utah
-$209K -468 Closed
MIP
1716
Marietta Investment Partners
Wisconsin
-$220K -466 Closed
NERM
1717
New England Research & Management
Illinois
-$219K -465 Closed
SEM
1718
Suncoast Equity Management
Florida
-$215K -455 Closed
SAI
1719
Systematic Alpha Investments
New Jersey
-$213K -452 Closed
PGA
1720
Portland Global Advisors
Maine
-$212K -450 Closed
TIA
1721
Tiemann Investment Advisors
California
-$210K -445 Closed
GC
1722
Grimes & Company
Massachusetts
-$207K -439 Closed
GAM
1723
Grandview Asset Management
Pennsylvania
-$205K -435 Closed
ML
1724
McAdam LLC
Pennsylvania
-$205K -434 Closed
LI
1725
LVZ Inc
Michigan
-$201K -426 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.