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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
WR
726
WD Rutherford
Oregon
$1.9M -$73.1K -205 -4%
EF
727
Empirical Finance
Pennsylvania
$1.86M +$141K +395 +8%
MG
728
Mather Group
Illinois
$1.86M +$923K +2,589 +88%
IEFM
729
IQ EQ Fund Management
Ireland
$1.86M -$154K -432 -7%
IWS
730
Insight Wealth Strategies
California
$1.83M -$60.6K -170 -3%
CK
731
Cohen Klingenstein
New York
$1.82M
EBT
732
Enterprise Bank & Trust
Massachusetts
$1.82M -$204K -571 -10%
MIA
733
MMBG Investment Advisors
Florida
$1.8M
SC
734
Sepio Capital
Utah
$1.8M +$713 +2 +0%
LAIC
735
Lederer & Associates Investment Counsel
California
$1.79M -$21K -59 -1%
MAM
736
Madison Asset Management
Wisconsin
$1.78M -$116K -325 -6%
ACI
737
Alpha Cubed Investments
California
$1.77M -$569K -1,596 -23%
PCM
738
Parsons Capital Management
Rhode Island
$1.77M +$3.56K +10 +0.2%
FA
739
FDx Advisors
Illinois
$1.76M +$149K +419 +9%
AI
740
AXS Investments
New York
$1.75M +$1.01M +2,841 +121%
CAM
741
Cypress Asset Management
Texas
$1.75M +$245K +687 +15%
SICM
742
Sustainable Insight Capital Management
New York
$1.75M -$1.62M -4,539 -48%
S
743
SignatureFD
Georgia
$1.73M +$33.5K +94 +2%
RSWM
744
Robertson Stephens Wealth Management
California
$1.73M -$13.2K -37 -0.7%
CAN
745
Cetera Advisor Networks
California
$1.73M +$414K +1,160 +29%
CIP
746
Chartwell Investment Partners
Pennsylvania
$1.73M +$1.83M +5,122 New
BDWM
747
Brewin Dolphin Wealth Management
Ireland
$1.71M -$64.2K -180 -3%
VFM
748
Viking Fund Management
North Dakota
$1.69M
AFM
749
Anson Funds Management
Texas
$1.69M +$1.23M +3,447 +222%
CWM
750
Chemistry Wealth Management
New York
$1.68M +$46.7K +131 +3%

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.