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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
SI
551
Stephens Inc
Arkansas
$4.46M +$123K +346 +3%
RWP
552
Ridgecrest Wealth Partners
California
$4.38M
USAA
553
United Services Automobile Association
Texas
$4.37M +$4.62M +12,968 New
MCM
554
Moore Capital Management
New York
$4.35M +$3.66M +10,266 +389%
FM
555
Freemont Management
Switzerland
$4.35M -$250K -700 -5%
NC
556
Northcape Capital
Australia
$4.32M -$1.03M -2,881 -18%
CCM
557
Carderock Capital Management
Maryland
$4.3M -$3.56K -10 -0.1%
CS
558
Cannell & Spears
New York
$4.3M +$465K +1,304 +11%
SHFA
559
SS&H Financial Advisors
Michigan
$4.26M
MMA
560
Miracle Mile Advisors
California
$4.26M +$835K +2,341 +23%
MGWM
561
Marks Group Wealth Management
Minnesota
$4.22M +$160K +450 +4%
IAA
562
Independent Advisor Alliance
North Carolina
$4.2M -$5.7K -16 -0.1%
RCW
563
Rheos Capital Works
Japan
$4.18M
Squarepoint
564
Squarepoint
New York
$4.16M -$50.9M -142,678 -92%
RS
565
Robeco Schweiz
Switzerland
$4.13M +$47.1K +132 +1%
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$4.11M +$4.19M +11,746 +2,694%
GG
567
Gofen & Glossberg
Illinois
$4.02M +$337K +946 +9%
CHAM
568
Clear Harbor Asset Management
Connecticut
$4.01M +$9.98K +28 +0.2%
TI
569
Tidal Investments
Wisconsin
$4.01M +$1.38M +3,874 +48%
CFG
570
Citizens Financial Group
Rhode Island
$4M +$19.3K +54 +0.5%
KRSITF
571
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4M +$501K +1,404 +13%
Cetera Investment Advisers
572
Cetera Investment Advisers
Illinois
$3.96M -$122K -341 -3%
NRS
573
Neville Rodie & Shaw
New York
$3.96M -$71.3K -200 -2%
VMPIC
574
Varma Mutual Pension Insurance Co
Finland
$3.94M +$2.06M +5,767 +98%
SC
575
Scotia Capital
Ontario, Canada
$3.92M -$1.1M -3,088 -21%

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.