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
MNBTD
826
Moody National Bank Trust Division
Texas
$1.26M +$1.34M +3,754 New
TPM
827
Triasima Portfolio Management
Quebec, Canada
$1.26M
AAP
828
Aristotle Atlantic Partners
Florida
$1.26M
SIM
829
Sterling Investment Management
Arizona
$1.26M +$1.33M +3,735 New
TAM
830
Trust Asset Management
Texas
$1.26M +$466K +1,306 +54%
QCM
831
Quantinno Capital Management
New York
$1.25M -$1.5M -4,209 -53%
S
832
Seeyond
France
$1.24M -$662K -1,856 -34%
TAM
833
Tealwood Asset Management
Minnesota
$1.24M -$4.28K -12 -0.3%
GIA
834
Guyasuta Investment Advisors
Pennsylvania
$1.22M
CCA
835
Checchi Capital Advisers
California
$1.22M -$50.6K -142 -4%
NFG
836
Nations Financial Group
Iowa
$1.22M +$31K +87 +2%
CCMG
837
Clark Capital Management Group
Pennsylvania
$1.21M -$250K -700 -16%
BWP
838
Baldwin Wealth Partners
Massachusetts
$1.2M
BEI
839
Benjamin Edwards Inc
Missouri
$1.2M +$145K +408 +13%
CP
840
CenterBook Partners
Connecticut
$1.18M +$27.1K +76 +2%
FMAEN1
841
Fund Management at Engine No 1
California
$1.18M +$180K +506 +17%
KF
842
Krilogy Financial
Missouri
$1.18M +$729K +2,046 +140%
WC
843
Woodstock Corp
Massachusetts
$1.15M -$214K -600 -15%
IA
844
IFP Advisors
Florida
$1.13M
BWL
845
Bogart Wealth LLC
Virginia
$1.13M +$252K +706 +27%
CCA
846
Catalyst Capital Advisors
New York
$1.12M +$1.18M +3,319 New
MFGM
847
Marshall Financial Group (Maryland)
Maryland
$1.11M -$918K -2,574 -44%
UH
848
Unigestion Holding
Switzerland
$1.11M +$280K +785 +31%
BJL
849
Brighton Jones LLC
Washington
$1.1M -$74.9K -210 -6%
CF
850
Cantor Fitzgerald
New York
$1.1M +$356K +1,000 +44%

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.