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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
Principal Financial Group
51
Principal Financial Group
Iowa
$378M +$127M +355,408 +46%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$376M -$37.1M -104,087 -9%
Brown Advisory
53
Brown Advisory
Maryland
$371M +$121M +340,087 +45%
FPP
54
Findlay Park Partners
United Kingdom
$357M -$1.81M -5,085 -0.5%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$350M -$90M -252,451 -20%
CWG
56
C WorldWide Group
Denmark
$346M +$3.17M +8,884 +0.9%
Artisan Partners
57
Artisan Partners
Wisconsin
$337M -$244M -683,324 -41%
Franklin Resources
58
Franklin Resources
California
$332M -$44.6M -125,118 -11%
Swedbank
59
Swedbank
Sweden
$326M -$139M -391,242 -29%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$323M +$47.8M +134,109 +16%
UBS Group
61
UBS Group
Switzerland
$294M -$14.4M -40,395 -4%
Mawer Investment Management
62
Mawer Investment Management
Alberta, Canada
$279M -$106M -297,127 -26%
EVM
63
Eaton Vance Management
Massachusetts
$274M -$4.26M -11,959 -1%
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
$273M -$57.7M -161,754 -17%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$272M -$4.68M -13,122 -2%
Bessemer Group
66
Bessemer Group
New Jersey
$269M -$914K -2,563 -0.3%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$258M +$3.03M +8,503 +1%
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$251M -$73.2M -205,448 -22%
RJA
69
Raymond James & Associates
Florida
$248M +$7.87M +22,063 +3%
Fidelity International
70
Fidelity International
Bermuda
$241M +$7.62M +21,385 +3%
CI Investments Inc
71
CI Investments Inc
Ontario, Canada
$240M -$135M -377,681 -35%
CG
72
Carmignac Gestion
France
$226M +$91.2M +255,701 +61%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$226M -$17.5M -49,153 -7%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$220M -$14.6M -40,845 -6%
BBHC
75
Brown Brothers Harriman & Co
New York
$211M +$11.2M +31,357 +5%

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.