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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
FG
1151
Fiduciary Group
Georgia
$377K +$47.4K +133 +16%
MCM
1152
Mendel Capital Management
Arkansas
$376K -$9.98K -28 -2%
CFG
1153
Cooper Financial Group
California
$374K -$9.63K -27 -2%
AFM
1154
Andesa Financial Management
Pennsylvania
$373K +$713 +2 +0.2%
CM
1155
Columbus Macro
Pennsylvania
$373K +$394K +1,106 New
FB
1156
Fulton Bank
Pennsylvania
$371K +$12.1K +34 +3%
EAM
1157
Empirical Asset Management
Massachusetts
$371K +$46.7K +131 +14%
PAM
1158
Paradigm Asset Management
New York
$371K +$392K +1,100 New
SSW
1159
Smith Shellnut Wilson
Mississippi
$369K -$41.4K -116 -10%
ECM
1160
Elgethun Capital Management
South Dakota
$365K +$1.07K +3 +0.3%
VCM
1161
Virtue Capital Management
Tennessee
$364K -$1.2M -3,378 -76%
FNBOH
1162
First National Bank of Hutchinson
Kansas
$363K -$1.43K -4 -0.4%
MAM
1163
Magellan Asset Management
Australia
$363K +$51K +143 +15%
SBIA
1164
Sheaff Brock Investment Advisors
Indiana
$362K +$713 +2 +0.2%
SDAM
1165
Shulman DeMeo Asset Management
New York
$362K +$713 +2 +0.2%
JCM
1166
Janney Capital Management
Pennsylvania
$360K -$8.56K -24 -2%
APA
1167
Astoria Portfolio Advisors
New York
$356K -$2.14K -6 -0.6%
SIM
1168
Sadoff Investment Management
Wisconsin
$355K -$3.56K -10 -0.9%
WMA
1169
West Michigan Advisors
Michigan
$355K +$32.1K +90 +9%
CG
1170
Cutler Group
California
$353K +$374K +1,048 New
BOS
1171
Bank of Stockton
California
$352K -$12.8K -36 -3%
IFWM
1172
Institute for Wealth Management
Colorado
$347K
SF
1173
Summit Financial
New Jersey
$346K -$101K -283 -22%
FAFN
1174
First Affirmative Financial Network
Colorado
$346K -$2.5K -7 -0.7%
PP
1175
Patten & Patten
Tennessee
$345K -$71.3K -200 -16%

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.