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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
FHB
651
First Hawaiian Bank
Hawaii
$2.85M -$469K -1,315 -13%
FDS
652
Freedom Day Solutions
Texas
$2.85M -$23.9K -67 -0.8%
WSC
653
Wellington Shields & Co
New York
$2.83M
TNB
654
Thomasville National Bank
Georgia
$2.83M -$49.9K -140 -2%
LFM
655
LGT Fund Management
Liechtenstein
$2.8M +$213K +597 +8%
IUHSA
656
Itau Unibanco Holding S.A.
Brazil
$2.8M -$567K -1,591 -16%
ECM
657
Everence Capital Management
Indiana
$2.8M -$485K -1,361 -14%
CTA
658
Chesley Taft & Associates
Illinois
$2.78M -$23.2K -65 -0.8%
VI
659
Vestcor Inc
New Brunswick, Canada
$2.78M -$3.5M -9,813 -54%
CAC
660
Certified Advisory Corp
Florida
$2.76M -$13.5K -38 -0.5%
PI
661
Pettee Investors
Connecticut
$2.75M
KFBMI
662
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.7M
MJB
663
Mark J. Bradley
$2.68M -$74.5K -209 -3%
NA
664
NewEdge Advisors
Louisiana
$2.68M -$945K -2,651 -25%
Boston Partners
665
Boston Partners
Massachusetts
$2.65M +$6.42K +18 +0.2%
FP
666
Factorial Partners
New York
$2.63M -$35.6K -100 -1%
BFS
667
Bradley Foster & Sargent
Connecticut
$2.61M -$16.4K -46 -0.6%
CIAS
668
CFS Investment Advisory Services
New Jersey
$2.61M -$1.13B -3,175,266 -100%
SFA
669
Souders Financial Advisors
Ohio
$2.6M +$2.1M +5,904 +324%
AG
670
Ascent Group
Virginia
$2.57M +$239K +670 +11%
SLI
671
Sumitomo Life Insurance
Japan
$2.56M +$48.1K +135 +2%
BS
672
Bessemer Securities
New York
$2.55M
M
673
Mirova
France
$2.55M +$2.69M +7,556 New
Los Angeles Capital Management
674
Los Angeles Capital Management
California
$2.53M -$62.7M -175,941 -96%
MWA
675
Meridian Wealth Advisors
Texas
$2.52M +$483K +1,354 +22%

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.