We are live on ! Find out more
SPGI icon

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
GCM
1351
Graham Capital Management
Connecticut
$201K -$723K -2,027 -77%
CMP
1352
Courage Miller Partners
Virginia
$201K
EWM
1353
Endurance Wealth Management
Rhode Island
$201K
OAM
1354
Oak Asset Management
California
$201K +$212K +595 New
MFG
1355
Menard Financial Group
Texas
$200K -$689K -1,934 -77%
JFGIW
1356
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$199K +$17.5K +49 +9%
HFM
1357
Harvest Fund Management
China
$198K -$137K -385 -40%
QC
1358
Quent Capital
New York
$198K +$18.2K +51 +10%
Acadian Asset Management
1359
Acadian Asset Management
Massachusetts
$191K
Pacer Advisors
1360
Pacer Advisors
Pennsylvania
$186K -$6.3M -17,672 -97%
GCM
1361
Gladius Capital Management
Illinois
$179K -$201K -565 -52%
C
1362
Covestor
United Kingdom
$177K +$11.4K +32 +6%
CA
1363
Crewe Advisors
Utah
$177K +$175K +490 +1,441%
FP
1364
Financial Perspectives
Minnesota
$175K
UCB
1365
United Community Bank
South Carolina
$169K +$5.35K +15 +3%
HI
1366
Hendershot Investments
Virginia
$168K
KFI
1367
Key Financial Inc
Pennsylvania
$156K
LTI
1368
Laffer Tengler Investments
Tennessee
$156K
CAL
1369
Capital Advisors Ltd
Ohio
$154K +$32.1K +90 +24%
MCC
1370
Money Concepts Capital
Florida
$153K -$53.5K -150 -25%
AF
1371
Allworth Financial
California
$152K -$27.1K -76 -14%
EWA
1372
EverSource Wealth Advisors
Alabama
$150K -$12.5K -35 -7%
BCP
1373
Blue Chip Partners
Michigan
$138K -$8.91K -25 -6%
PCG
1374
Private Capital Group
Connecticut
$138K +$11.1K +31 +8%
GWS
1375
Glassman Wealth Services
Virginia
$134K +$8.2K +23 +6%

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.