We are live on ! Find out more
SPGI icon

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
SWM
776
Spire Wealth Management
Virginia
$1.54M -$6.4M -17,949 -80%
EF
777
Empowered Funds
Pennsylvania
$1.52M +$38.5K +108 +2%
AWM
778
Apollon Wealth Management
South Carolina
$1.51M +$87.7K +246 +6%
TF
779
Threadgill Financial
Texas
$1.51M +$464K +1,302 +41%
JCM
780
Jacobsen Capital Management
Utah
$1.51M -$140K -394 -8%
CI
781
Cigna Investments
Connecticut
$1.5M -$613K -1,719 -28%
LFS
782
Legacy Financial Strategies
Kansas
$1.5M +$123K +344 +8%
BTW
783
Boston Trust Walden
Massachusetts
$1.49M +$713 +2 +0%
CPC
784
Consolidated Planning Corp
Georgia
$1.49M +$1.58M +4,425 New
LT
785
Lindsell Train
United Kingdom
$1.49M
RI
786
Redwood Investments
Massachusetts
$1.48M -$62.4K -175 -4%
ACM
787
Ashford Capital Management
Delaware
$1.48M -$1.78K -5 -0.1%
CGL
788
Clarius Group LLC
Washington
$1.47M +$449K +1,260 +41%
EL
789
ERN LLC
Delaware
$1.46M +$1.55M +4,344 New
PWAG
790
Polaris Wealth Advisory Group
California
$1.44M
ATC
791
Argent Trust Co
Tennessee
$1.44M +$55.3K +155 +4%
BAM
792
Belpointe Asset Management
Nevada
$1.44M
QPBE
793
Quintet Private Bank (Europe)
Luxembourg
$1.43M +$1.28M +3,593 New
PA
794
Parallel Advisors
California
$1.42M +$205K +574 +16%
MAM
795
Meeder Asset Management
Ohio
$1.42M -$83.8K -235 -5%
BSW
796
Buckingham Strategic Wealth
Missouri
$1.41M +$35.6K +100 +2%
BFC
797
Blue Fin Capital
Rhode Island
$1.4M -$44.6K -125 -3%
AWM
798
Avitas Wealth Management
California
$1.4M +$107K +299 +8%
AWM
799
Altium Wealth Management
New York
$1.39M +$581K +1,630 +65%
FGP
800
Foyston, Gordon, & Payne
Ontario, Canada
$1.39M +$1.47M +4,131 New

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.