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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
VBCG
1726
Valley Brook Capital Group
Pennsylvania
-$200K -425 Closed
AWA
1727
Aquire Wealth Advisors
Utah
-$107K -226 Closed
PPWM
1728
PFG Private Wealth Management
Florida
-$101K -215 Closed
TCM
1729
Tradewinds Capital Management
Washington
-$87K -184 Closed
MC
1730
Maverick Capital
Texas
-$68K -145 Closed
CAC
1731
Cowen and Company
New York
-$60K -128 Closed
AWA
1732
Amplius Wealth Advisors
Pennsylvania
-$45K -96 Closed
PCMC
1733
Paragon Capital Management (Colorado)
Colorado
-$45K -95 Closed
SFM
1734
Signet Financial Management
New Jersey
-$28K -60 Closed
ACM
1735
Absolute Capital Management
Pennsylvania
-$22.2K -47 Closed
CCM
1736
Chilton Capital Management
Texas
-$13K -28 Closed
ODG
1737
O'Dell Group
Ohio
-$12K -26 Closed
DWA
1738
Delos Wealth Advisors
Texas
-$10K -21 Closed
MUMSS
1739
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$9K -20 Closed
MIFH
1740
Migdal Insurance & Financial Holdings
Israel
-$8K -18 Closed
ONST
1741
Old North State Trust
North Carolina
-$8K -18 Closed
TF
1742
Tompkins Financial
New York
-$6K -13 Closed
PCA
1743
Providence Capital Advisors
North Carolina
-$6K -12 Closed
DWMG
1744
DB Wealth Management Group
California
-$4K -9 Closed
MG
1745
MilWealth Group
Wisconsin
-$4.25K -9 Closed
SC
1746
Stephens Consulting
Michigan
-$4.25K -9 Closed
TWP
1747
TFO Wealth Partners
Ohio
-$4K -9 Closed
CP
1748
Corbenic Partners
Pennsylvania
-$4K -8 Closed
CSWM
1749
Cassady Schiller Wealth Management
Ohio
-$2K -5 Closed
MBFW
1750
Morton Brown Family Wealth
Pennsylvania
-$2K -5 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.