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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
PB
1376
Pinnacle Bancorp
Nebraska
$133K
TIM
1377
Tortoise Investment Management
New York
$127K -$4.28K -12 -3%
TWA
1378
TCI Wealth Advisors
Arizona
$123K +$356 +1 +0.3%
HF
1379
Halpern Financial
Virginia
$122K +$4.28K +12 +3%
KFS
1380
Kelly Financial Services
Massachusetts
$120K -$12.1K -34 -9%
ECG
1381
Edge Capital Group
Georgia
$120K +$127K +356 New
CFO
1382
CVA Family Office
Colorado
$110K -$84.1K -236 -42%
CTB
1383
Country Trust Bank
Illinois
$109K -$16.8K -47 -13%
PWM
1384
Prentice Wealth Management
New York
$108K +$114K +319 New
AWM
1385
Avior Wealth Management
Nebraska
$106K
VVP
1386
Venture Visionary Partners
Ohio
$102K +$108K +303 New
HIIFS
1387
Harel Insurance Investments & Financial Services
Israel
$101K -$58.8K -165 -36%
VCM
1388
Versant Capital Management
Arizona
$101K
FFA
1389
Fairfield Financial Advisors
Massachusetts
$99.4K
EMFAT
1390
Emerald Mutual Fund Advisers Trust
Pennsylvania
$97K -$61.3K -172 -37%
NR
1391
Newfound Research
Massachusetts
$97K +$356 +1 +0.3%
KLWA
1392
Kelly Lawrence W & Associates
California
$95K
WTA
1393
Washington Trust Advisors
Massachusetts
$95K +$14.3K +40 +17%
AP
1394
Arlington Partners
Alabama
$92K +$50.6K +142 +108%
HWA
1395
Heritage Wealth Advisors
Virginia
$89K +$94.5K +265 New
WB
1396
Webster Bank
Connecticut
$85K
OA
1397
Operose Advisors
Wisconsin
$83K
WPA
1398
West Paces Advisors
Georgia
$82.2K
Jones Financial Companies
1399
Jones Financial Companies
Missouri
$82K -$3.21K -9 -4%
GWM
1400
Geneos Wealth Management
Colorado
$82K -$2.5K -7 -3%

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.