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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
XS
1126
XR Securities
Illinois
$409K +$432K +1,212 New
KC
1127
Kenfarb & Co
Kentucky
$408K
SIG
1128
Stonegate Investment Group
Alabama
$405K +$94.5K +265 +28%
FA
1129
Faithward Advisors
Pennsylvania
$404K -$17.8K -50 -4%
CAG
1130
Csenge Advisory Group
Florida
$404K -$3.21K -9 -0.7%
ST
1131
Smithfield Trust
Pennsylvania
$404K -$1.07K -3 -0.2%
LIM
1132
Leavell Investment Management
Alabama
$402K
MCM
1133
MAI Capital Management
Ohio
$400K -$179K -503 -30%
BAAM
1134
Baker Avenue Asset Management
California
$399K -$108K -304 -20%
IIC
1135
Ironwood Investment Counsel
Arizona
$396K +$356 +1 +0.1%
STA
1136
Summit Trail Advisors
New York
$394K +$417K +1,170 New
RSS
1137
Rosenblum Silverman Sutton
California
$393K -$26.4K -74 -6%
IBOK
1138
Independence Bank of Kentucky
Kentucky
$393K
WPC
1139
Wedmont Private Capital
Pennsylvania
$392K +$113K +318 +38%
CA
1140
Centerpoint Advisors
Massachusetts
$391K -$59.2K -166 -13%
EVM
1141
Evelyn V. Moreno
$389K +$411K +1,154 New
CIC
1142
Carnegie Investment Counsel
Ohio
$388K +$1.78K +5 +0.4%
RIA
1143
Regal Investment Advisors
Michigan
$386K +$4.99K +14 +1%
ECM
1144
Evergreen Capital Management
Washington
$386K +$9.63K +27 +2%
SFCL
1145
Strengthening Families & Communities LLC
Massachusetts
$385K +$32.4K +91 +11%
BC
1146
Burney Company
Virginia
$384K -$201K -563 -33%
LGA
1147
Lebenthal Global Advisors
New York
$383K +$11.1K +31 +3%
BFA
1148
Buttonwood Financial Advisors
Maryland
$383K +$83.8K +235 +26%
NGA
1149
Naples Global Advisors
Florida
$379K
SWM
1150
SeaCrest Wealth Management
New York
$379K +$21.7K +61 +6%

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.