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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
HPWM
1076
Highland Private Wealth Management
Washington
$494K -$12.1K -34 -2%
GA
1077
Geller Advisors
New York
$491K -$91.3K -256 -15%
BWP
1078
BSW Wealth Partners
Colorado
$490K -$116K -326 -18%
IF
1079
Intrua Financial
Texas
$488K -$124K -349 -19%
PWP
1080
Principle Wealth Partners
Connecticut
$483K
OFA
1081
Oak Family Advisors
Illinois
$480K -$105K -294 -17%
CFA
1082
CWS Financial Advisors
Michigan
$480K +$245K +686 +93%
RGF
1083
Retirement Guys Formula
Ohio
$478K +$88.4K +248 +21%
SS
1084
Sunbelt Securities
Texas
$472K -$9.63K -27 -2%
AWA
1085
Arete Wealth Advisors
Illinois
$472K +$48.8K +137 +11%
AT
1086
American Trust
Kentucky
$470K +$497K +1,394 New
TFP
1087
Tilia Fiduciary Partners
North Carolina
$468K -$8.2K -23 -2%
MLA
1088
My Legacy Advisors
Oregon
$465K +$31K +87 +7%
FC
1089
Financial Consulate
Maryland
$465K +$85.9K +241 +21%
WB
1090
WesBanco Bank
West Virginia
$464K
CPIG
1091
Chicago Partners Investment Group
Illinois
$464K +$13.9K +39 +3%
TWM
1092
Thrive Wealth Management
Pennsylvania
$463K +$42.1K +118 +9%
WP
1093
WMS Partners
Maryland
$462K -$48.1K -135 -9%
CW
1094
CreativeOne Wealth
Kansas
$461K -$94.5K -265 -16%
TP
1095
Tranquility Partners
Tennessee
$460K -$167K -469 -26%
WA
1096
Wambolt & Associates
Colorado
$459K -$8.2K -23 -2%
BONH
1097
Bank of New Hampshire
New Hampshire
$456K -$21.4K -60 -4%
PPP
1098
Private Portfolio Partners
New Jersey
$453K -$463K -1,300 -49%
BC
1099
Bowman & Company
Wisconsin
$447K +$27.8K +78 +6%
MP
1100
McDonald Partners
Ohio
$447K +$69.5K +195 +17%

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.