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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
AIL
1426
AGF Investments LLC
Ontario, Canada
$48K -$388K -1,088 -88%
EARNEST Partners
1427
EARNEST Partners
Georgia
$48K
MHR
1428
Matthew Hamilton Rosenberg
$48K +$16K +45 +48%
JWA
1429
JFS Wealth Advisors
Pennsylvania
$45K -$7.13K -20 -13%
CA
1430
Capitolis Advisors
New York
$43K
ANBT
1431
American National Bank & Trust
Texas
$43K +$7.49K +21 +20%
GWSG
1432
GPS Wealth Strategies Group
Colorado
$42K -$42.1K -118 -49%
IFAM
1433
Institutional & Family Asset Management
Colorado
$42K +$6.77K +19 +18%
SC
1434
SouthState Corp
Florida
$41K +$7.13K +20 +20%
CFN
1435
Cordasco Financial Network
Florida
$40K
CDIA
1436
Capital Directions Investment Advisors
Georgia
$39K
RCG
1437
Rock Creek Group
District of Columbia
$38K -$713 -2 -2%
ME
1438
McIlrath & Eck
Washington
$38K
ZIG
1439
Zullo Investment Group
Pennsylvania
$37K -$8.91K -25 -18%
CWP
1440
Concord Wealth Partners
Virginia
$37K +$4.63K +13 +13%
GEA
1441
Glen Eagle Advisors
New Jersey
$36.4K
BWA
1442
BDO Wealth Advisors
Florida
$35K -$2.5K -7 -6%
MMG
1443
Monetary Management Group
Missouri
$34K -$841K -2,360 -96%
AF
1444
Arrow Financial
New York
$34K
GWMI
1445
Guardian Wealth Management (Illinois)
Illinois
$33K
MCM
1446
MV Capital Management
Maryland
$32K -$25.7K -72 -43%
WBC
1447
West Branch Capital
Massachusetts
$32K
RCM
1448
Rain Capital Management
Oregon
$32K +$9.27K +26 +38%
NMG
1449
New Millennium Group
Utah
$32K +$34.2K +96 New
BSB
1450
Bangor Savings Bank
Maine
$31K +$32.4K +91 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.