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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
DL
876
DOHJ LLC
Washington
$992K -$100K -281 -9%
QCG
877
Quadrant Capital Group
Ohio
$987K +$22.5K +63 +2%
RWM
878
Ritholtz Wealth Management
New York
$987K +$145K +406 +16%
SDIC
879
South Dakota Investment Council
South Dakota
$984K
CAM
880
CenterStar Asset Management
Illinois
$972K
FHA
881
Flagship Harbor Advisors
Massachusetts
$971K +$60.6K +170 +6%
CIM
882
Caldwell Investment Management
Ontario, Canada
$970K -$781K -2,191 -43%
LSA
883
Leonteq Securities AG
Switzerland
$965K +$68.4K +192 +7%
AAM
884
Azzad Asset Management
Virginia
$958K +$20.7K +58 +2%
RPC
885
Rossmore Private Capital
Connecticut
$954K +$92.7K +260 +10%
ARI
886
Applied Research Investments
Delaware
$952K -$3.56K -10 -0.4%
CCA
887
Conestoga Capital Advisors
Pennsylvania
$951K
SP
888
Symmetry Partners
Connecticut
$950K -$173K -486 -15%
HWM
889
HB Wealth Management
Georgia
$941K +$231K +648 +30%
CFCI
890
Comprehensive Financial Consultants Institutional
Indiana
$936K +$31.4K +88 +3%
KCM
891
Kanawha Capital Management
Virginia
$935K +$29.9K +84 +3%
HWM
892
Hohimer Wealth Management
Washington
$933K -$173K -484 -15%
CI
893
Conning Inc
Connecticut
$932K -$8.91K -25 -0.9%
HLOC
894
H.L. Ormond & Company
North Carolina
$920K -$118K -331 -11%
CA
895
Cetera Advisors
Colorado
$919K -$31K -87 -3%
FBT
896
First Bankers Trust
Kentucky
$915K -$123K -344 -11%
WF
897
WoodTrust Financial
Wisconsin
$915K +$8.91K +25 +0.9%
BCM
898
Bayesian Capital Management
New York
$914K +$967K +2,713 New
CAAS
899
Capital Asset Advisory Services
Michigan
$912K +$72.7K +204 +8%
EB
900
Eastern Bank
Massachusetts
$910K -$93K -261 -9%

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.