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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
APC
1526
Aspire Private Capital
North Carolina
$4K
BCMLT
1527
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
HDIM
1528
Hanson & Doremus Investment Management
Vermont
$4K
MCM
1529
Manchester Capital Management
Vermont
$4K +$2.5K +7 +117%
HS
1530
Horan Securities
United States
$4K +$3.92K +11 New
TWP
1531
TFO Wealth Partners
Ohio
$4K +$3.92K +11 New
LFG
1532
Larson Financial Group
Missouri
$4K +$4.63K +13 New
RIM
1533
Rockbridge Investment Management
New York
$3.37K
AFG
1534
Albion Financial Group
Utah
$3K -$416K -1,167 -99%
GI
1535
Gradient Investments
Minnesota
$3K -$1.78K -5 -36%
CWM
1536
Cedar Wealth Management
California
$3K
GLLW
1537
Graves Light Lenhart Wealth
Virginia
$3K
MA
1538
MCF Advisors
Kentucky
$3K
SIAP
1539
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K
SCA
1540
Stuart Chaussee & Associates
California
$3K
S
1541
Surevest
California
$3K
FSWA
1542
Financial Synergies Wealth Advisors
Texas
$2.02K +$2.14K +6 New
SWM
1543
Sugarloaf Wealth Management
Georgia
$2K -$41.7K -117 -94%
FEG
1544
Financial Enhancement Group
Indiana
$2K
MTIC
1545
Missouri Trust & Investment Company
Missouri
$2K
NFSG
1546
Newbridge Financial Services Group
Florida
$2K
RBC
1547
Roble Belko & Company
Pennsylvania
$2K
SWM
1548
Selective Wealth Management
Virginia
$2K
SFG
1549
Steward Financial Group
Texas
$2K +$2.85K +8 New
BIM
1550
Baldwin Investment Management
Pennsylvania
$1.29K -$68.1K -191 -5%

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.