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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
JIP
1326
Jaffetilchin Investment Partners
Florida
$217K +$356 +1 +0.2%
PFM
1327
Parsec Financial Management
North Carolina
$216K
NAMP
1328
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$213K
CFO
1329
Collective Family Office
Pennsylvania
$213K +$1.78K +5 +0.8%
ACM
1330
Allred Capital Management
Texas
$212K
CIP
1331
Convergence Investment Partners
Florida
$211K -$10.7K -30 -5%
V
1332
VeraBank
Texas
$211K +$1.78K +5 +0.8%
HKIMG
1333
Hutchens & Kramer Investment Management Group
Indiana
$211K +$22.5K +63 +11%
SOW
1334
State of Wyoming
Wyoming
$211K +$114K +319 +104%
SVWAG
1335
Sound View Wealth Advisors Group
Georgia
$210K +$2.14K +6 +1%
KMWM
1336
Keudell/Morrison Wealth Management
Oregon
$209K -$6.06K -17 -3%
BFA
1337
Bragg Financial Advisors
North Carolina
$209K +$2.5K +7 +1%
CIM
1338
Chapman Investment Management
California
$207K -$71.3K -200 -25%
4WM
1339
44 Wealth Management
Oregon
$206K -$3.21K -9 -1%
GKWIM
1340
Gerber Kawasaki Wealth & Investment Management
California
$205K
LAM
1341
L2 Asset Management
Massachusetts
$205K +$356 +1 +0.2%
OL
1342
Optas LLC
Texas
$205K +$8.91K +25 +4%
CI
1343
CX Institutional
Indiana
$204K -$517K -1,450 -71%
BPFA
1344
Barnes Pettey Financial Advisors
Mississippi
$203K -$3.92K -11 -2%
GAM
1345
Gould Asset Management
California
$203K
TCWM
1346
Total Clarity Wealth Management
Illinois
$203K +$14.3K +40 +7%
PSP
1347
Principal Street Partners
Tennessee
$203K +$215K +602 New
TI
1348
Trexquant Investment
Connecticut
$203K +$215K +603 New
CCM
1349
Compton Capital Management
Rhode Island
$202K -$114K -320 -35%
IWA
1350
IVC Wealth Advisors
Pennsylvania
$202K +$17.1K +48 +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.