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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
FIM
626
Freedom Investment Management
Connecticut
$3.18M -$786K -2,205 -19%
CC
627
Cannell & Co
New York
$3.18M
NIMI
628
Natixis Investment Managers International
France
$3.17M +$2.76M +7,754 +465%
RC
629
RegentAtlantic Capital
New Jersey
$3.15M +$653K +1,832 +24%
RIM
630
Redpoint Investment Management
Australia
$3.14M
PFO
631
Pathstone Family Office
New Jersey
$3.14M +$96.6K +271 +3%
O
632
Ossiam
France
$3.11M -$11.8M -33,179 -78%
Wolverine Trading
633
Wolverine Trading
Illinois
$3.11M -$2.47M -6,936 -43%
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$3.09M +$175K +492 +6%
MCM
635
Mitchell Capital Management
Kansas
$3.09M -$51K -143 -2%
BFM
636
Boothbay Fund Management
New York
$3.05M +$2.61M +7,332 +425%
AI
637
Aperture Investors
New York
$3.05M -$1.71M -4,797 -35%
KNW
638
Kesler Norman & Wride
Utah
$3.04M -$549K -1,539 -15%
THWM
639
Taylor Hoffman Wealth Management
Virginia
$3.02M -$114K -320 -4%
SFI
640
Siemens Fonds Invest
Germany
$3M -$33.2K -93 -1%
RJT
641
Raymond James Trust
Florida
$2.99M +$68.4K +192 +2%
Rockefeller Capital Management
642
Rockefeller Capital Management
New York
$2.97M -$335K -940 -10%
DIM
643
Delta Investment Management
California
$2.95M +$260K +728 +9%
CCG
644
Cloverfields Capital Group
Minnesota
$2.95M +$159K +447 +5%
CT
645
Coastline Trust
Rhode Island
$2.93M -$1.03M -2,885 -25%
SCA
646
Snowden Capital Advisors
New York
$2.91M +$1.73M +4,863 +129%
EWM
647
Elite Wealth Management
Washington
$2.9M -$88.1K -247 -3%
LJAC
648
L.J. Altfest & Co
New York
$2.9M +$468K +1,312 +18%
AWS
649
Atria Wealth Solutions
New York
$2.87M +$832K +2,334 +38%
PAG
650
Private Advisor Group
New Jersey
$2.86M +$163K +458 +6%

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.