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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
FG
901
Foster Group
Iowa
$908K -$7.84K -22 -0.8%
TCOO
902
Trust Company of Oklahoma
Oklahoma
$907K +$31K +87 +3%
PTP
903
Platform Technology Partners
New York
$905K +$26K +73 +3%
OWA
904
Outlook Wealth Advisors
Texas
$898K +$356 +1 +0%
PWM
905
Perigon Wealth Management
California
$891K +$13.5K +38 +1%
PK
906
Pflug Koory
Nebraska
$889K -$17.8K -50 -2%
LC
907
Lincoln Capital
Nebraska
$879K +$53.5K +150 +6%
BFEC
908
Benjamin F. Edwards & Company
Missouri
$876K -$1.25M -3,516 -57%
TPW
909
Transatlantique Private Wealth
New York
$875K +$925K +2,595 New
WSFS
910
Wilmington Savings Fund Society
Delaware
$872K -$17.1K -48 -2%
SA
911
SRN Advisors
Pennsylvania
$872K -$152K -426 -14%
HSA
912
HBK Sorce Advisory
Pennsylvania
$871K +$271K +759 +42%
HWMA
913
Heritage Wealth Management (Arizona)
Arizona
$859K -$17.5K -49 -2%
GC
914
Gould Capital
Washington
$857K -$13.2K -37 -1%
RWA
915
Ropes Wealth Advisors
Massachusetts
$847K +$2.85K +8 +0.3%
LWAC
916
Laurel Wealth Advisors (California)
California
$842K +$59.9K +168 +7%
BFM
917
Boston Financial Management
Massachusetts
$840K +$5.35K +15 +0.6%
SIM
918
Sentry Investment Management
Wisconsin
$839K -$173K -486 -16%
SPC
919
Sigma Planning Corp
Michigan
$839K -$127K -356 -13%
EI
920
Ellevest Inc
New York
$838K -$64.9K -182 -7%
HR
921
Howe & Rusling
New York
$834K
SS
922
Simplicity Solutions
Minnesota
$833K +$127K +355 +17%
CAL
923
Capital Analysts LLC
Pennsylvania
$830K +$7.13K +20 +0.8%
AF
924
Advisornet Financial
Minnesota
$825K -$196K -550 -18%
BP
925
Ballentine Partners
Massachusetts
$824K -$420K -1,179 -33%

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.