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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
BIA
1401
Bell Investment Advisors
California
$81K +$85.2K +239 New
GRP
1402
Global Retirement Partners
California
$79K +$18.9K +53 +29%
AA
1403
Ancora Advisors
Ohio
$79K +$25.3K +71 +43%
GCGDR
1404
Geo Capital Gestora de Recursos
Brazil
$78K -$4.99K -14 -6%
HWA
1405
HHM Wealth Advisors
Tennessee
$70K -$59.5K -167 -45%
CHA
1406
Carmichael Hill & Associates
Maryland
$70K
FWM
1407
Focused Wealth Management
New York
$68K
CT
1408
Caldwell Trust
Florida
$67.4K
PGAM
1409
Princeton Global Asset Management
New Jersey
$67K
GFPC
1410
Global Financial Private Client
Florida
$65.3K -$1.01M -2,842 -94%
TAIM
1411
TD Ameritrade Investment Management
Nebraska
$64K -$22.5K -63 -25%
FMII
1412
Farmers & Merchants Investments Inc
Nebraska
$62K -$2.5K -7 -4%
WFA
1413
West Financial Advisors
Iowa
$62K
M
1414
MOTCO
Texas
$60K +$7.49K +21 +13%
CAC
1415
Core Alternative Capital
Georgia
$60K +$18.5K +52 +41%
AWM
1416
Atticus Wealth Management
Florida
$57K
UWM
1417
Urban Wealth Management
California
$57K +$59.9K +168 New
LS
1418
Leelyn Smith
Illinois
$56K
RTC
1419
Riverview Trust Company
Washington
$56K +$59.2K +166 New
CYG
1420
Clean Yield Group
Vermont
$54K -$2.5K -7 -4%
EWM
1421
Evermay Wealth Management
Virginia
$51K
TFS
1422
TrustCore Financial Services
Tennessee
$51K
NEAM
1423
New England Asset Management
Connecticut
$51K +$53.5K +150 New
LJHT
1424
Laurie J. Hall Trustee
$49K
GIS
1425
Grayhawk Investment Strategies
Alberta, Canada
$49K +$40.6K +114 New

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.