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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
Luther King Capital Management (LKCM)
601
Luther King Capital Management (LKCM)
Texas
$3.46M +$876K +2,457 +31%
ONB
602
Old National Bancorp
Indiana
$3.46M +$2.36M +6,625 +182%
DI
603
Diligent Investors
California
$3.46M
SYBT
604
Stock Yards Bank & Trust
Kentucky
$3.45M +$3.17M +8,894 +657%
MA
605
MUFG Americas
New York
$3.43M +$47.4K +133 +1%
DGAM
606
Desjardins Global Asset Management
Quebec, Canada
$3.42M -$25.5M -71,533 -88%
SSB
607
Sandy Spring Bank
Maryland
$3.41M -$328K -919 -8%
KA
608
Kintegral Advisory
New York
$3.4M +$76.3K +214 +2%
MYLI
609
Meiji Yasuda Life Insurance
Japan
$3.4M +$834K +2,340 +30%
EA
610
Ellsworth Advisors
Ohio
$3.39M +$3.59M +10,069 New
FCH
611
Freestone Capital Holdings
Washington
$3.39M -$143K -402 -4%
OCM
612
Olstein Capital Management
New York
$3.37M +$1.43M +4,000 +67%
BRCM
613
Bright Rock Capital Management
Massachusetts
$3.37M +$3.56M +10,000 New
CCG
614
Cypress Capital Group
Florida
$3.36M -$1.17M -3,281 -25%
PGIM
615
Pacific Global Investment Management
California
$3.36M +$16K +45 +0.5%
Parallax Volatility Advisers
616
Parallax Volatility Advisers
California
$3.35M +$3.55M +9,945 New
JGGDR
617
JGP Global Gestao de Recursos
Brazil
$3.3M +$3.49M +9,800 New
GLA
618
Great Lakes Advisors
Illinois
$3.29M +$563K +1,578 +19%
KJHP
619
K.J. Harrison & Partners
Ontario, Canada
$3.27M -$1.34M -3,760 -28%
DZ Bank
620
DZ Bank
Germany
$3.27M -$8.91M -24,983 -72%
First Eagle Investment Management
621
First Eagle Investment Management
New York
$3.23M -$23.2K -65 -0.7%
PP
622
Prudential plc
United Kingdom
$3.22M -$1.6M -4,482 -32%
S
623
swisspartners
Liechtenstein
$3.21M -$92K -258 -3%
FFA
624
First Foundation Advisors
California
$3.21M -$203K -570 -6%
NC
625
NovaPoint Capital
Georgia
$3.19M +$24.2K +68 +0.7%

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.