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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
PHK
1301
Point72 Hong Kong
Hong Kong
$230K -$12.2M -34,251 -98%
BFA
1302
Brendel Financial Advisors
New Hampshire
$230K -$1.74M -4,879 -88%
CWM
1303
Connecticut Wealth Management
Connecticut
$229K -$34.9K -98 -13%
RB
1304
Renasant Bank
Mississippi
$227K -$10.7K -30 -4%
AIA
1305
Avalon Investment & Advisory
Texas
$227K -$6.06K -17 -2%
TA
1306
Townsend & Associates
Colorado
$227K +$230K +646 New
TC
1307
Telemus Capital
Michigan
$226K -$24.2K -68 -9%
SRC
1308
Shufro Rose & Co
New York
$225K
AF
1309
Alerus Financial
North Dakota
$224K -$1.34M -3,769 -85%
MA
1310
Mutual Advisors
Nebraska
$224K -$42.8K -120 -15%
AIA
1311
Alera Investment Advisors
Illinois
$224K -$1.07K -3 -0.4%
CMS
1312
Capital Market Strategies
Florida
$223K -$17.5K -49 -7%
DBRC
1313
D.B. Root & Company
Pennsylvania
$223K -$5.7K -16 -2%
SIC
1314
Salem Investment Counselors
North Carolina
$223K +$37.4K +105 +19%
LNC
1315
Lincoln National Corp
Pennsylvania
$222K -$526K -1,476 -69%
SWM
1316
Sculati Wealth Management
Michigan
$222K
AWA
1317
Arkadios Wealth Advisors
Georgia
$222K +$235K +658 New
NP
1318
NorthRock Partners
Minnesota
$221K -$167K -468 -42%
VC
1319
Veracity Capital
Georgia
$220K -$33.9K -95 -13%
PPW
1320
Pasadena Private Wealth
California
$220K -$1.07K -3 -0.5%
PWMAG
1321
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$233K +654 New
EBA
1322
Eagle Bay Advisors
New York
$219K +$134K +376 +137%
WA
1323
Wealth Architects
California
$219K -$19.6K -55 -8%
IIA
1324
ICW Investment Advisors
Arizona
$219K +$713 +2 +0.3%
EWM
1325
Endowment Wealth Management
Wisconsin
$219K +$8.91K +25 +4%

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.