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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
NLP
751
Next Level Private
New York
$1.68M +$1.78M +4,990 New
VIA
752
Vident Investment Advisory
Georgia
$1.67M -$776K -2,178 -31%
ASBI
753
American State Bank (Iowa)
Iowa
$1.66M +$138K +387 +9%
AG
754
AIA Group
Hong Kong
$1.66M -$376K -1,054 -18%
AIM
755
Aigen Investment Management
New York
$1.66M +$1.76M +4,927 New
AT
756
Arden Trust
Delaware
$1.65M +$151K +424 +9%
SWM
757
Segment Wealth Management
Texas
$1.64M -$85.2K -239 -5%
AIM
758
Anchor Investment Management
South Carolina
$1.62M +$90.5K +254 +6%
SCA
759
Strategic Capital Advisers
Colorado
$1.62M
BB
760
Bell Bank
North Dakota
$1.61M +$145K +406 +9%
MME
761
Meag Munich Ergo
Germany
$1.61M -$1.61M -4,504 -49%
DCM
762
Decatur Capital Management
Georgia
$1.6M
LWCFA
763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.6M -$156K -438 -8%
AAP
764
Arax Advisory Partners
Colorado
$1.6M +$45.6K +128 +3%
LWP
765
Lumature Wealth Partners
Georgia
$1.59M +$462K +1,297 +38%
PS
766
Pensionfund Sabic
Netherlands
$1.58M -$356K -1,000 -18%
CG
767
Caprock Group
Idaho
$1.57M -$258K -724 -13%
HW
768
Hancock Whitney
Mississippi
$1.57M -$259K -726 -13%
FNBOMD
769
First National Bank of Mount Dora
Florida
$1.57M +$56K +157 +3%
SW
770
SVB Wealth
Massachusetts
$1.57M -$304K -853 -16%
Verition Fund Management
771
Verition Fund Management
Connecticut
$1.55M -$7.78M -21,813 -83%
WCM
772
Whitener Capital Management
North Carolina
$1.55M -$35.6K -100 -2%
TMAM
773
Tokio Marine Asset Management
Japan
$1.55M -$22.6M -63,469 -93%
SKK
774
Shepherd Kaplan Krochuk
Massachusetts
$1.55M
VFA
775
Voya Financial Advisors
Connecticut
$1.55M +$207K +582 +14%

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.