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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
HI
801
Horizon Investments
North Carolina
$1.39M -$665K -1,866 -31%
CIC
802
Cutler Investment Counsel
Oregon
$1.39M
AIC
803
Argus Investors Counsel
New York
$1.38M +$120K +336 +9%
AMM
804
American Money Management
California
$1.38M +$1.46M +4,085 New
HIP
805
Harrell Investment Partners
Texas
$1.38M +$61.7K +173 +4%
NPA
806
Nichols & Pratt Advisers
Massachusetts
$1.36M
IC
807
Inverness Counsel
New York
$1.36M -$4.63K -13 -0.3%
CNC
808
Canandaigua National Corp
New York
$1.36M +$447K +1,254 +45%
WS
809
Wedbush Securities
California
$1.36M +$320K +898 +29%
AAS
810
Avantax Advisory Services
Texas
$1.35M +$514K +1,441 +56%
EM
811
Excalibur Management
Massachusetts
$1.35M
ICM
812
IMS Capital Management
Oregon
$1.34M +$5.35K +15 +0.4%
CAM
813
Cresset Asset Management
Illinois
$1.33M -$817K -2,291 -33%
PTC
814
Private Trust Company
Ohio
$1.32M -$139K -390 -9%
CCM
815
Coldstream Capital Management
Washington
$1.31M +$261K +733 +23%
EWM
816
Evercore Wealth Management
New York
$1.31M
AWC
817
Abundance Wealth Counselors
Pennsylvania
$1.3M +$80.2K +225 +6%
MHC
818
Meyer Handelman Company
New York
$1.3M +$836K +2,345 +154%
DWM
819
Darwin Wealth Management
Florida
$1.3M +$216K +607 +21%
AssetMark Inc
820
AssetMark Inc
California
$1.3M +$395K +1,107 +40%
HPIA
821
Hamilton Point Investment Advisors
North Carolina
$1.29M -$5.35K -15 -0.4%
RWA
822
River Wealth Advisors
Pennsylvania
$1.29M -$119K -334 -8%
BPGAM
823
BTG Pactual Global Asset Management
Bermuda
$1.28M -$114K -321 -8%
PA
824
Profund Advisors
Maryland
$1.27M -$431K -1,209 -24%
WP
825
WealthShield Partners
North Carolina
$1.27M +$189K +530 +16%

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.