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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
VFA
926
Valeo Financial Advisors
Indiana
$823K -$69.9K -196 -7%
VWM
927
Venturi Wealth Management
Texas
$819K +$70.6K +198 +9%
WI
928
Wintrust Investments
Illinois
$817K -$135K -380 -14%
GTCM
929
Gyon Technologies Capital Management
New Jersey
$808K +$463K +1,299 +118%
NW
930
NewEdge Wealth
Pennsylvania
$805K +$629K +1,765 +283%
RCAG
931
Rehmann Capital Advisory Group
Michigan
$805K +$18.9K +53 +2%
CT
932
Chicago Trust
Illinois
$804K
ADL
933
Asset Dedication LLC
California
$798K +$134K +377 +19%
FNC
934
First National Corp
Massachusetts
$795K +$2.14K +6 +0.3%
TWI
935
Thomas White International
Illinois
$793K -$356 -1 -0%
LWAM
936
Legacy Wealth Asset Management
Minnesota
$792K +$11.4K +32 +1%
PWM
937
Palumbo Wealth Management
New York
$790K +$1.78K +5 +0.2%
IC
938
Intersect Capital
California
$787K +$51K +143 +7%
MAM
939
Martingale Asset Management
Massachusetts
$785K -$4.01M -11,240 -83%
LS
940
Livforsakringsbolaget Skandia
Sweden
$779K -$285K -800 -26%
SWPG
941
Strategic Wealth Partners Group
Illinois
$777K -$16.8K -47 -2%
ARMT
942
Amica Retiree Medical Trust
Rhode Island
$775K +$96.6K +271 +13%
Members Trust
943
Members Trust
Florida
$772K -$356 -1 -0%
WA
944
Wealth Alliance
New York
$771K +$7.13K +20 +0.9%
OIA
945
OneDigital Investment Advisors
Kansas
$769K +$35.6K +100 +5%
CB
946
Cadence Bank
Mississippi
$765K -$34.6K -97 -4%
SCM
947
Shelton Capital Management
Colorado
$762K
FCM
948
Fortis Capital Management
Washington
$759K -$3.52M -9,874 -81%
GWA
949
GGM Wealth Advisors
Maryland
$757K
SFP
950
Shepherd Financial Partners
Massachusetts
$753K -$345K -968 -30%

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.