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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
VCA
1176
Verdence Capital Advisors
Maryland
$345K +$28.2K +79 +8%
CA
1177
Claro Advisors
Massachusetts
$345K +$365K +1,024 New
RZH
1178
Relyea Zuckerberg Hanson
Connecticut
$343K
BTWM
1179
Baker Tilly Wealth Management
Wisconsin
$341K -$16.4K -46 -4%
TAM
1180
Tocqueville Asset Management
New York
$340K -$973K -2,730 -73%
CCM
1181
Carlson Capital Management
Minnesota
$340K -$713 -2 -0.2%
MFG
1182
Merit Financial Group
Georgia
$340K +$360K +1,010 New
PCP
1183
Proficio Capital Partners
Massachusetts
$339K
TPCW
1184
TD Private Client Wealth
New York
$338K -$42.1K -118 -11%
ACM
1185
Ayrshire Capital Management
Connecticut
$337K
AC
1186
Avestar Capital
New York
$336K +$160K +448 +82%
LAS
1187
LWM Advisory Services
Florida
$334K -$452K -1,269 -56%
AWM
1188
Axxcess Wealth Management
California
$334K -$145K -408 -29%
FCB
1189
First Command Bank
Texas
$330K
FCFS
1190
First Command Financial Services
Texas
$330K
WI
1191
WrapManager Inc
California
$330K +$17.8K +50 +5%
CWA
1192
Cornerstone Wealth Advisors
Minnesota
$329K
VIM
1193
VELA Investment Management
Ohio
$326K
AAS
1194
Ameritas Advisory Services
Nebraska
$324K -$23.2K -65 -6%
CWS
1195
Confluence Wealth Services
Pennsylvania
$324K +$46.7K +131 +19%
MTC
1196
McDaniel Terry & Co
Texas
$324K +$157K +440 +84%
BDF
1197
Balasa Dinverno & Foltz
$322K -$43.1K -121 -11%
TIA
1198
Traphagen Investment Advisors
New Jersey
$319K +$13.2K +37 +4%
MGIA
1199
Moneta Group Investment Advisors
Missouri
$319K +$93K +261 +38%
ETC
1200
Exchange Traded Concepts
Oklahoma
$315K -$115K -323 -26%

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.