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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$159M -$7.6M -21,318 -4%
Select Equity Group
102
Select Equity Group
New York
$158M +$111M +310,540 +196%
Massachusetts Financial Services
103
Massachusetts Financial Services
Massachusetts
$155M -$1.28M -3,588 -0.8%
First Trust Advisors
104
First Trust Advisors
Illinois
$153M -$70.2K -197 -0%
AIM
105
Allen Investment Management
New York
$149M +$26M +72,909 +20%
Two Sigma Advisers
106
Two Sigma Advisers
New York
$145M -$251M -704,796 -62%
DDC
107
DF Dent & Co
Maryland
$145M -$2.26M -6,335 -1%
Alkeon Capital Management
108
Alkeon Capital Management
New York
$142M -$98.8M -277,168 -40%
OAC
109
OMERS Administration Corp
Ontario, Canada
$142M +$63.2M +177,400 +73%
Holocene Advisors
110
Holocene Advisors
New York
$141M -$2.24M -6,281 -1%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$141M +$8.89M +24,941 +6%
RPI
112
Railway Pension Investments
United Kingdom
$139M
CGI
113
Comgest Global Investors
France
$137M +$41.2M +115,652 +40%
Mackenzie Financial
114
Mackenzie Financial
Ontario, Canada
$137M -$4.51M -12,659 -3%
SEI Investments
115
SEI Investments
Pennsylvania
$134M -$32.6M -91,402 -19%
DnB Asset Management
116
DnB Asset Management
Norway
$133M -$3.35M -9,386 -2%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$133M -$7.82M -21,943 -5%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$132M +$10.3M +28,996 +8%
Stifel Financial
119
Stifel Financial
Missouri
$131M +$9.72M +27,257 +8%
Marshall Wace
120
Marshall Wace
United Kingdom
$129M -$413M -1,158,172 -75%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$129M -$14.5M -40,810 -10%
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$128M -$704K -1,975 -0.5%
Federated Hermes
123
Federated Hermes
Pennsylvania
$125M -$7.93M -22,238 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
124
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$122M +$116M +324,808 +891%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$114M -$26.6M -74,524 -18%

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.