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
CWC
1476
Carolinas Wealth Consulting
North Carolina
$19K -$356 -1 -2%
PP
1477
Pacifica Partners
Canada
$19K +$7.13K +20 +57%
SIA
1478
Sit Investment Associates
Minnesota
$18K
SFO
1479
Standard Family Office
South Dakota
$18K +$18.9K +53 New
KTC
1480
Kistler-Tiffany Companies
Pennsylvania
$17K -$39.2K -110 -69%
OLVIG
1481
Oliver Lagore Vanvalin Investment Group
Michigan
$16K +$713 +2 +5%
GKIM
1482
GW&K Investment Management
Massachusetts
$16K +$7.49K +21 +78%
FCA
1483
FinTrust Capital Advisors
South Carolina
$16K +$10.7K +30 +231%
FMP
1484
Financial Management Professionals
Texas
$15K -$2.5K -7 -13%
HCP
1485
Hexagon Capital Partners
Arkansas
$14K
TH
1486
TCTC Holdings
Texas
$14K
TWM
1487
Tradition Wealth Management
Minnesota
$14K
MGIM
1488
M&G Investment Management
United Kingdom
$13.6K -$37.4M -104,930 -72%
RA
1489
Rise Advisors
New York
$13K +$13.2K +37 New
BFPW
1490
BOK Financial Private Wealth
Colorado
$12K -$600K -1,684 -98%
SWA
1491
SOA Wealth Advisors
New York
$12K -$160K -448 -93%
AA
1492
Addison Advisors
Vermont
$12K -$12.5K -35 -49%
BWM
1493
BerganKDV Wealth Management
Minnesota
$12K
TF
1494
TimeScale Financial
Massachusetts
$11K
ACA
1495
Atlas Capital Advisors
Wyoming
$10.1K -$251K -703 -96%
OC
1496
Oakworth Capital
Alabama
$10K
OIA
1497
Optimum Investment Advisors
Illinois
$10K
RG
1498
Retirement Group
California
$10K
TCWA
1499
Ten Capital Wealth Advisors
Washington
$10K
TSW
1500
Thompson Siegel & Walmsley
Virginia
$10K

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.