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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
DSAM
426
Dock Street Asset Management
Florida
$9.18M +$416K +1,167 +4%
LCM
427
Logan Capital Management
Pennsylvania
$9.17M +$1.35M +3,793 +16%
AI
428
Atria Investments
North Carolina
$9.1M -$940K -2,637 -9%
BBVA
429
Banco Bilbao Vizcaya Argentaria
Spain
$9.06M +$1.6M +4,482 +20%
VLKIM
430
Van Lanschot Kempen Investment Management
Netherlands
$8.94M +$5.38M +15,101 +132%
EAMA
431
EFG Asset Management (Americas)
Florida
$8.93M -$231K -649 -2%
MSRPS
432
Maryland State Retirement & Pension System
Maryland
$8.82M -$235K -660 -2%
CBT
433
Central Bank & Trust
Kentucky
$8.8M -$190K -533 -2%
HFS
434
Hantz Financial Services
Michigan
$8.77M -$972K -2,726 -9%
KRS
435
Kentucky Retirement Systems
Kentucky
$8.68M +$1.14M +3,185 +14%
FT
436
Fiduciary Trust
Massachusetts
$8.68M +$125K +350 +1%
MCM
437
Marsico Capital Management
Colorado
$8.63M -$63.7M -178,659 -87%
CNAM
438
Campbell Newman Asset Management
Wisconsin
$8.62M +$591K +1,658 +7%
Creative Planning
439
Creative Planning
Kansas
$8.61M +$121K +340 +1%
Wealthfront Advisers
440
Wealthfront Advisers
California
$8.6M +$946K +2,654 +12%
VF
441
Vest Financial
Virginia
$8.52M +$1.72M +4,838 +24%
PIM
442
Penobscot Investment Management
Massachusetts
$8.29M -$134K -376 -2%
WCA
443
Waratah Capital Advisors
Ontario, Canada
$8.21M -$5.54M -15,553 -39%
BBA
444
BLB&B Advisors
Pennsylvania
$8.19M +$30.7K +86 +0.4%
FNT
445
First National Trust
Pennsylvania
$8.11M +$7.36M +20,637 +603%
UOC
446
UBS O'Connor
Illinois
$8.09M +$8.56M +24,000 New
DCM
447
Dupont Capital Management
Delaware
$8.05M -$1.82M -5,092 -18%
SCA
448
Spearhead Capital Advisors
Florida
$8.02M +$5.35K +15 +0.1%
MML Investors Services
449
MML Investors Services
Massachusetts
$7.89M +$352K +987 +4%
LSERS
450
Louisiana State Employees Retirement System
Louisiana
$7.86M -$143K -400 -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.