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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
DA
1051
DSC Advisors
Illinois
$539K +$109K +307 +24%
CBN
1052
Cadence Bank NA
Texas
$537K
LHC
1053
Little House Capital
Massachusetts
$535K -$3.92K -11 -0.7%
MCA
1054
Magnolia Capital Advisors
Mississippi
$533K +$92K +258 +19%
ALAM
1055
Asahi Life Asset Management
Japan
$533K +$563K +1,580 New
BOM
1056
Bank of Marin
California
$532K -$1.78K -5 -0.3%
GAG
1057
Goodman Advisory Group
Massachusetts
$530K -$43.1K -121 -7%
MIM
1058
Moseley Investment Management
Florida
$529K
WSTAM
1059
Wilbanks Smith & Thomas Asset Management
Virginia
$527K +$55.3K +155 +11%
PFS
1060
Prospera Financial Services
Texas
$526K -$228K -639 -29%
B
1061
Barings
North Carolina
$526K -$48.8K -137 -8%
FIB
1062
First Interstate Bank
Montana
$525K +$555K +1,558 New
IAN
1063
Integrated Advisors Network
Texas
$524K +$17.1K +48 +3%
SFO
1064
Stokes Family Office
Louisiana
$523K -$185K -520 -25%
IWP
1065
Icon Wealth Partners
Texas
$517K -$2.5K -7 -0.5%
HIA
1066
Harbor Investment Advisory
Maryland
$517K +$65.6K +184 +14%
ACM
1067
Advisors Capital Management
New Jersey
$509K +$41.7K +117 +8%
HCMT
1068
Highland Capital Management (Tennessee)
Tennessee
$506K
ST
1069
Spinnaker Trust
Maine
$505K -$7.13K -20 -1%
NRW
1070
Nova R Wealth
Kansas
$503K
WP
1071
WealthSource Partners
California
$502K -$90.5K -254 -15%
NHC
1072
Nicholas Hoffman & Company
Georgia
$502K -$35.6K -100 -6%
CWM
1073
Circle Wealth Management
New Jersey
$502K -$2.14K -6 -0.4%
FAIM
1074
Financial Advocates Investment Management
Washington
$500K +$154K +432 +41%
TW
1075
Transform Wealth
Colorado
$499K -$218K -611 -29%

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.