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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
RP
1226
Riverwater Partners
Wisconsin
$285K +$302K +846 New
CL
1227
CPWM LLC
Washington
$284K -$4.63K -13 -2%
SFG
1228
StrategIQ Financial Group
Indiana
$284K
USCWA
1229
U.S. Capital Wealth Advisors
Texas
$284K +$3.92K +11 +1%
TIM
1230
Triad Investment Management
California
$283K +$15.3K +43 +5%
MGIA
1231
Matthew Goff Investment Advisor
Texas
$282K
A
1232
AustralianSuper
Australia
$282K -$3.47M -9,733 -1%
I
1233
IMPACTfolio
Colorado
$281K +$1.43K +4 +0.5%
PWMG
1234
Prestige Wealth Management Group
New Jersey
$280K +$109K +305 +58%
GBT
1235
Grove Bank & Trust
Florida
$279K
PTC
1236
Philadelphia Trust Company
Pennsylvania
$278K -$35.6K -100 -11%
PA
1237
Pinnacle Associates
New York
$277K +$293K +822 New
AWA
1238
Aaron Wealth Advisors
Illinois
$276K -$122M -340,860 -100%
CG
1239
Corundum Group
Colorado
$275K +$32.1K +90 +12%
ACA
1240
Anchor Capital Advisors
Massachusetts
$274K -$1.43K -4 -0.5%
PHS
1241
Pekin Hardy Strauss
Illinois
$274K
LNB
1242
Ledyard National Bank
$272K -$356 -1 -0.1%
IWM
1243
IHT Wealth Management
Illinois
$272K +$4.28K +12 +2%
MIC
1244
Meridian Investment Counsel
California
$271K
NL
1245
NWAM LLC
Washington
$271K +$102K +287 +57%
OPCM
1246
Osborne Partners Capital Management
California
$270K -$291K -817 -51%
ACM
1247
Avalon Capital Management
California
$270K
FNWM
1248
Financial Network Wealth Management
Utah
$270K
TC
1249
Trust Company
Kansas
$270K
BHCM
1250
Boulder Hill Capital Management
New York
$270K +$285K +800 New

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.