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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
LAM
1251
LFS Asset Management
California
$270K +$285K +800 New
IGGA
1252
Iron Gate Global Advisors
Utah
$268K -$6.42K -18 -2%
IIC
1253
Integrated Investment Consultants
Michigan
$267K -$26.7K -75 -9%
AC
1254
Abbrea Capital
California
$266K -$19.6K -55 -7%
FF
1255
FourThought Financial
Florida
$265K -$147K -412 -34%
CCM
1256
CTC Capital Management
Illinois
$264K +$279K +784 New
BSSFA
1257
Baron Silver Stevens Financial Advisors
Florida
$264K +$280K +786 New
TFA
1258
Transamerica Financial Advisors
Florida
$262K +$277K +777 New
PT
1259
Plimoth Trust
Massachusetts
$261K -$23.2K -65 -8%
SIA
1260
SkyView Investment Advisors
New Jersey
$261K +$7.49K +21 +3%
Fisher Asset Management
1261
Fisher Asset Management
Washington
$260K +$23.5K +66 +9%
MW
1262
Marcum Wealth
Ohio
$260K +$36.7K +103 +15%
KM
1263
Kalos Management
Georgia
$258K -$2.5K -7 -0.9%
TAM
1264
Taurus Asset Management
New York
$258K
FC
1265
FORA Capital
Florida
$257K +$272K +762 New
VC
1266
Vicus Capital
Pennsylvania
$256K -$8.91K -25 -3%
CSB
1267
City State Bank
Iowa
$255K -$6.06K -17 -2%
MSS
1268
Mitchell Sinkler & Starr
Pennsylvania
$255K
WEG
1269
World Equity Group
Illinois
$255K +$46K +129 +21%
NW
1270
Naviter Wealth
Arkansas
$254K -$2.2M -6,167 -89%
CPO
1271
Cerity Partners OCIO
New York
$254K +$5.35K +15 +2%
SG
1272
Somerset Group
Minnesota
$253K
VCM
1273
Violich Capital Management
California
$253K
LAS
1274
Lloyd Advisory Services
Georgia
$252K -$43.1K -121 -14%
IFS
1275
Ifrah Financial Services
Arkansas
$251K -$4.63K -13 -2%

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.