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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
TFA
1501
Toth Financial Advisory
Virginia
$10K
CCM
1502
Chilton Capital Management
Texas
$10K +$10.3K +29 New
LF
1503
Lee Financial
Texas
$10K +$10.3K +29 New
HI
1504
Harbour Investments
Wisconsin
$10K +$10.7K +30 New
TSWM
1505
Tyler-Stone Wealth Management
Ohio
$10K +$10.7K +30 New
IAS
1506
IMA Advisory Services
Colorado
$9K
CP
1507
Castleview Partners
Texas
$8.96K -$108K -302 -92%
FA
1508
Fortis Advisors
Pennsylvania
$8K
NIC
1509
Northwest Investment Counselors
Oregon
$8K
SIS
1510
Sound Income Strategies
Florida
$8K
APW
1511
Acima Private Wealth
Virginia
$7.42K
HT
1512
HighTower Trust
Texas
$7.14K -$64.5K -181 -0.9%
FGAM
1513
Financial Gravity Asset Management
Texas
$7.08K -$1.1M -3,087 -18%
SC
1514
Sierra Capital
Florida
$7K -$9.27K -26 -55%
BPC
1515
Banque Pictet & Cie
Switzerland
$6.71K -$45.6K -128 -0.6%
SCA
1516
Stonebridge Capital Advisors
Minnesota
$6K
UFF
1517
USA Financial Formulas
Michigan
$6K +$1.07K +3 +20%
PCH
1518
Polar Capital Holdings
United Kingdom
$5.8K -$16.6M -46,570 -73%
Kayne Anderson Rudnick Investment Management
1519
Kayne Anderson Rudnick Investment Management
California
$5K
WAM
1520
Worth Asset Management
Texas
$5K
DI
1521
Disciplined Investments
Oklahoma
$5K +$1.07K +3 +25%
SC
1522
Schubert & Co
Texas
$5K +$1.07K +3 +23%
CWM
1523
Castle Wealth Management
Florida
$5K +$4.99K +14 New
FBC
1524
Fairfield, Bush & Co
Connecticut
$5K +$5.35K +15 New
CT
1525
Cambridge Trust
Massachusetts
$4K -$63.8K -179 -93%

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.