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
EFL
976
ERn Financial LLC
Wisconsin
$690K +$301K +844 +70%
T
977
TOBAM
France
$688K +$252K +706 +53%
IWC
978
Integrated Wealth Concepts
Massachusetts
$685K -$281K -789 -28%
PF
979
Phoenix Financial
Israel
$682K -$469K -1,316 -39%
CCG
980
Chatham Capital Group
Georgia
$681K -$121K -340 -14%
MPW
981
Monterey Private Wealth
California
$679K +$12.1K +34 +2%
CG
982
Colony Group
Massachusetts
$677K -$234K -655 -25%
RCA
983
Roberts Capital Advisors
Colorado
$677K
SC
984
Savant Capital
Illinois
$677K +$84.1K +236 +13%
EA
985
Emerald Advisers
Pennsylvania
$676K -$407K -1,142 -36%
Lido Advisors
986
Lido Advisors
California
$671K -$22.8K -64 -3%
HCC
987
Hirtle Callaghan & Co
Pennsylvania
$670K +$192K +539 +37%
APP
988
Avantax Planning Partners
Iowa
$669K -$3.92K -11 -0.6%
HAG
989
HighPoint Advisor Group
Illinois
$659K +$673K +1,889 New
FIA
990
Foundations Investment Advisors
Arizona
$657K +$19.3K +54 +3%
FMLI
991
Fukoku Mutual Life Insurance
Japan
$657K +$135K +380 +24%
BAM
992
Bruderman Asset Management
New York
$655K -$15.7K -44 -2%
DCM
993
Dimension Capital Management
Florida
$650K
GA
994
GoalVest Advisory
New York
$649K +$8.2K +23 +1%
VEA
995
Virtus ETF Advisers
New York
$649K +$686K +1,924 New
KWM
996
Keebeck Wealth Management
Illinois
$641K +$96.6K +271 +17%
BHWM
997
Bar Harbor Wealth Management
New Hampshire
$641K +$494K +1,387 +269%
ITFISA
998
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$640K
PI
999
PFS Investments
Georgia
$639K +$102K +286 +18%
EWM
1000
Empirical Wealth Management
Washington
$637K +$411K +1,153 +157%

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.