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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
DHFB
1101
Dixon Hubard Feinour & Brown
Virginia
$446K
BWM
1102
Bulltick Wealth Management
Florida
$443K +$131K +367 +39%
OHWP
1103
Oak Harbor Wealth Partners
North Carolina
$441K +$139K +390 +42%
CWM
1104
Curi Wealth Management
North Carolina
$440K +$7.49K +21 +2%
RCWM
1105
Royal Capital Wealth Management
Indiana
$438K
GM
1106
GeoWealth Management
Illinois
$438K +$50.6K +142 +12%
FNBOSM
1107
First National Bank of South Miami
Florida
$435K -$1.78K -5 -0.4%
GAG
1108
GM Advisory Group
New York
$434K +$8.91K +25 +2%
FC
1109
Forte Capital
New York
$432K -$1.78K -5 -0.4%
FFS
1110
Founders Financial Securities
Maryland
$430K +$61K +171 +15%
DLA
1111
Douglas Lane & Associates
New York
$429K
GFP
1112
Gryphon Financial Partners
Ohio
$425K +$4.63K +13 +1%
9WM
1113
9258 Wealth Management
Ohio
$424K +$41.7K +117 +10%
RC
1114
Roundview Capital
New Jersey
$424K +$50.3K +141 +13%
TSS
1115
Two Sigma Securities
New York
$423K -$215K -602 -32%
GFS
1116
GYL Financial Synergies
Connecticut
$422K -$6.42K -18 -1%
MC
1117
Moors & Cabot
Massachusetts
$422K +$46.3K +130 +12%
CA
1118
CoreCap Advisors
Michigan
$422K +$447K +1,253 New
WFI
1119
West Family Investments
California
$421K -$32.4K -91 -7%
FNBT
1120
FineMark National Bank & Trust
Florida
$421K +$16K +45 +4%
MWM
1121
Mission Wealth Management
California
$418K +$6.06K +17 +1%
CCB
1122
Country Club Bank
Missouri
$414K
WA
1123
Waddell & Associates
Tennessee
$414K +$2.5K +7 +0.6%
BTI
1124
Blue Trust Inc
Georgia
$412K +$358K +1,005 New
BCAM
1125
Boston Common Asset Management
Massachusetts
$410K +$34.6K +97 +9%

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.