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
AC
1026
Annandale Capital
Texas
$578K +$286K +803 +88%
ACM
1027
AlphaCrest Capital Management
New York
$577K +$259K +727 +74%
IDBONY
1028
Israel Discount Bank of New York
New York
$576K
SXL
1029
Summit X LLC
Missouri
$576K +$37.1K +104 +6%
CBT
1030
CoreFirst Bank & Trust
Kansas
$573K -$13.5K -38 -2%
FDCC
1031
Foster Dykema Cabot & Co
Massachusetts
$573K
WPC
1032
Waters Parkerson & Co
Louisiana
$573K
CSPIA
1033
Cary Street Partners Investment Advisory
Virginia
$572K +$605K +1,698 New
GWAM
1034
Guardian Wealth Advisors (Minnesota)
Minnesota
$569K +$28.2K +79 +5%
MWP
1035
Meridian Wealth Partners
Pennsylvania
$568K +$26.7K +75 +5%
CSIC
1036
Clifford Swan Investment Counsel
California
$567K +$26.4K +74 +5%
AIM
1037
Arcadia Investment Management
Michigan
$566K
PCM
1038
Penserra Capital Management
California
$563K -$12.8K -36 -2%
JCM
1039
Jacobi Capital Management
Pennsylvania
$560K +$27.1K +76 +5%
GAM
1040
Gotham Asset Management
New York
$556K -$2.13M -5,979 -78%
TW
1041
TrinityPoint Wealth
Connecticut
$553K +$10.3K +29 +2%
OPS
1042
Orion Portfolio Solutions
Nebraska
$552K -$69.2K -194 -11%
SWA
1043
Sutton Wealth Advisors
Florida
$551K -$6.06K -17 -1%
LC
1044
Lindbrook Capital
California
$548K +$19.3K +54 +3%
WPW
1045
Waldron Private Wealth
Pennsylvania
$544K -$15.3K -43 -3%
JSC
1046
Jackson Square Capital
California
$544K
DTC
1047
Davidson Trust Company
Washington
$542K -$23.2K -65 -4%
CWM
1048
Calamos Wealth Management
Illinois
$541K -$255K -715 -31%
BIC
1049
Beach Investment Counsel
Pennsylvania
$539K
NB
1050
NBT Bank
New York
$539K

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.