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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
TF
451
TRH Financial
Iowa
$7.85M +$315K +884 +4%
GT
452
Glenview Trust
Kentucky
$7.84M +$399K +1,118 +5%
AAM
453
Abeille Asset Management
France
$7.83M +$243K +683 +3%
Arrowstreet Capital
454
Arrowstreet Capital
Massachusetts
$7.76M -$429M -1,203,078 -98%
FWM
455
Frontier Wealth Management
Missouri
$7.74M +$1.6M +4,502 +24%
FC
456
Fulcrum Capital
Washington
$7.71M +$499K +1,401 +7%
CQS
457
Credential Qtrade Securities
$7.67M +$50.3K +141 +0.6%
Daiwa Securities Group
458
Daiwa Securities Group
Japan
$7.65M +$311K +872 +4%
FHA
459
First Horizon Advisors
Tennessee
$7.49M -$845K -2,371 -10%
CJL
460
Cyrus J. Lawrence
New York
$7.47M -$127K -356 -2%
KWM
461
Kingsview Wealth Management
Oregon
$7.44M -$122K -341 -2%
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$7.43M -$41.4K -116 -0.5%
MPIA
463
Mountain Pacific Investment Advisers
Idaho
$7.42M -$466K -1,307 -6%
Walleye Trading
464
Walleye Trading
New York
$7.38M +$7.8M +21,882 New
CS
465
Comerica Securities
Michigan
$7.27M -$365K -1,024 -5%
CGH
466
Crossmark Global Holdings
Texas
$7.17M -$1.83M -5,121 -19%
BS
467
Banco Santander
Spain
$7.16M +$605K +1,696 +9%
MYAM
468
Meiji Yasuda Asset Management
Japan
$7.11M +$186K +523 +3%
OBGC
469
O'Brien Greene & Co
Pennsylvania
$7.09M +$255K +716 +4%
MIM
470
Martin Investment Management
Florida
$7.08M +$15.3K +43 +0.2%
BHIA
471
Birch Hill Investment Advisors
Massachusetts
$6.96M -$620K -1,740 -8%
MLICM
472
Metropolitan Life Insurance Company (MetLife)
New York
$6.9M -$336K -942 -4%
BAM
473
Bell Asset Management
Australia
$6.81M +$173K +486 +2%
CC
474
Cypress Capital
Tennessee
$6.81M +$89.8K +252 +1%
BC
475
Brookfield Corp
Ontario, Canada
$6.78M +$6.23M +17,486 +668%

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.