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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
FPA
1276
First Pacific Advisors
California
$251K
MA
1277
MJP Associates
Connecticut
$250K +$2.85K +8 +1%
NB
1278
Northwest Bancshares
Pennsylvania
$249K
WB
1279
West Bancorporation
Iowa
$247K -$17.8K -50 -6%
ACH
1280
ArrowMark Colorado Holdings
Colorado
$246K -$86.3K -242 -25%
VWA
1281
V Wealth Advisors
Kansas
$245K -$60.6K -170 -19%
KFP
1282
KB Financial Partners
New Jersey
$245K +$5.7K +16 +2%
SSG
1283
Summit Securities Group
New York
$245K +$207K +581 +401%
CFM
1284
Capricorn Fund Managers
United Kingdom
$245K +$259K +727 New
CBFP
1285
Cedar Brook Financial Partners
Ohio
$244K -$3.56K -10 -1%
ETI
1286
Enterprise Trust & Investment
California
$243K +$7.49K +21 +3%
FFG
1287
Fortem Financial Group
California
$240K -$2.9M -8,134 -92%
AC
1288
ASB Consultores
Florida
$240K -$330K -927 -57%
Kovitz Investment Group Partners
1289
Kovitz Investment Group Partners
Illinois
$240K +$23.5K +66 +10%
PPG
1290
Peak Planning Group
Colorado
$237K +$251K +703 New
NFC
1291
Northeast Financial Consultants
Connecticut
$236K -$4.63K -13 -2%
DY
1292
Dowling & Yahnke
California
$235K -$22.5K -63 -8%
MRCM
1293
M&R Capital Management
New Jersey
$235K
Bank of Montreal
1294
Bank of Montreal
Ontario, Canada
$235K -$31.4M -88,180 -11%
EFM
1295
E Fund Management
China
$233K
TFM
1296
TFC Financial Management
Massachusetts
$233K
LWMM
1297
Legacy Wealth Management (Mississippi)
Mississippi
$232K
G
1298
Gainplan
Michigan
$232K -$35.6K -100 -13%
CB
1299
Community Bank
New York
$231K -$7.13K -20 -3%
LFA
1300
Legacy Financial Advisors
Kentucky
$231K +$20K +56 +9%

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.