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S&P Global

1,557 hedge funds and large institutions have $99.2B invested in S&P Global in 2022 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 592 increasing their positions, 636 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.28B

7% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 636

5.35% less ownership

Funds ownership: 90.49%85.15% (-5.3%)

6% less funds holding

Funds holding: 1,6481,557 (-91)

19% less funds holding in top 10

Funds holding in top 10: 9174 (-17)

22% less capital invested

Capital invested by funds: $127B → $99.2B (-$27.6B)

39% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 170

Holders
1,557
Holders Change
-91
Holders Change %
-5.52%
% of All Funds
26.23%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
1.25%
New
104
Increased
592
Reduced
636
Closed
170
Calls
$1.51B
Puts
$1.28B
Net Calls
+$235M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
226
Curi RMB Capital
Illinois
$40.4M -$885K -2,483 -2%
TPI
227
Tesco Pension Investment
United Kingdom
$40.2M -$31.8M -89,299 -43%
CF
228
Cypress Funds
California
$39.5M
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$39M +$478K +1,340 +1%
KeyBank National Association
230
KeyBank National Association
Ohio
$39M +$21.8M +61,050 +112%
Retirement Systems of Alabama
231
Retirement Systems of Alabama
Alabama
$38.8M -$816K -2,288 -2%
VDI
232
Vaughan David Investments
Illinois
$38.3M +$534K +1,499 +1%
SFG
233
Sather Financial Group
Texas
$38.2M +$13.6M +38,211 +51%
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$38.1M -$45.4M -127,446 -53%
Teacher Retirement System of Texas
235
Teacher Retirement System of Texas
Texas
$36.8M -$6.66M -18,669 -15%
Rafferty Asset Management
236
Rafferty Asset Management
New York
$36.4M -$23.8M -66,655 -38%
CS
237
Candriam SCA
Luxembourg
$36.3M -$9.07M -25,442 -19%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$36M +$5.45M +15,289 +17%
DADC
239
D.A. Davidson & Co
Montana
$35.9M -$1.6M -4,501 -4%
Skandinaviska Enskilda Banken (SEB)
240
Skandinaviska Enskilda Banken (SEB)
Sweden
$35.8M -$11M -30,788 -22%
ICP
241
Ironvine Capital Partners
Nebraska
$35.4M +$4.65M +13,041 +14%
HWCM
242
Hudson Way Capital Management
Texas
$35.1M +$11.7M +32,760 +46%
SIC
243
Schwartz Investment Counsel
Michigan
$34.6M
1832 Asset Management
244
1832 Asset Management
Ontario, Canada
$34.5M -$34.7M -97,230 -49%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$34.3M -$33.4M -93,777 -48%
DP
246
Dearborn Partners
Illinois
$33.8M -$242K -678 -0.7%
SCM
247
Snowhook Capital Management
New York
$33.6M -$4.24M -11,883 -11%
CW
248
Connectus Wealth
Ohio
$33.4M +$2.23M +6,259 +7%
AAM
249
Aureus Asset Management
Massachusetts
$33.2M +$953K +2,674 +3%
NB
250
Norinchukin Bank
Japan
$33.1M -$759K -2,129 -2%

SPGI Hedge Fund Activity: Q2 2022 in Review

1,557 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2022, worth a combined $99.2B — down 22% from $127B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of SPGI and 104 opened new positions — a net loss of 66 holders — while 636 trimmed existing stakes and 592 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $736M. The largest seller was CFS Investment Advisory Services, cutting an estimated $1.13B.

  • 1,557 institutional investors held S&P Global (SPGI) as of Q2 2022, down from 1,648 in Q1 2022.
  • Funds reported $99.2B of S&P Global stock for Q2 2022, down 22% quarter-over-quarter.
  • 104 funds opened new S&P Global positions in Q2 2022 and 170 closed out, a net change of -66 holders.
  • The largest S&P Global buyer in Q2 2022 was T. Rowe Price Associates, an estimated $736M added.
  • The largest S&P Global seller in Q2 2022 was CFS Investment Advisory Services, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2022.