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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
BL
1626
BFSG LLC
California
-$807K -1,967 Closed
SCF
1627
Sante Capital Fund
Texas
-$785K -1,915 Closed
CFA
1628
Compass Financial Advisors
Indiana
-$714K -1,741 Closed
YIH
1629
Y-Intercept (HK)
Hong Kong
-$706K -1,721 Closed
FI
1630
Fosun International
China
-$707K -1,687 Closed
JWM
1631
Jackson Wealth Management
Florida
-$663K -1,617 Closed
APP
1632
Alpha Paradigm Partners
Illinois
-$658K -1,603 Closed
DWM
1633
Dakota Wealth Management
Florida
-$655K -1,597 Closed
LA
1634
Latitude Advisors
Florida
-$634K -1,545 Closed
EP
1635
Eudaimonia Partners
Tennessee
-$600K -1,463 Closed
BHTS
1636
Bar Harbor Trust Services
Maine
-$581K -1,416 Closed
BCM
1637
Brooktree Capital Management
Michigan
-$537K -1,308 Closed
NP
1638
Ninepoint Partners
Ontario, Canada
-$503K -1,226 Closed
LCM
1639
Laurion Capital Management
New York
-$489K -1,193 Closed
JG
1640
Jefferies Group
New York
-$474K -1,156 Closed
EAM
1641
Eschler Asset Management
United Kingdom
-$451K -1,100 Closed
DIA
1642
Dana Investment Advisors
Wisconsin
-$449K -1,094 Closed
GA
1643
GraniteShares Advisors
New York
-$447K -1,090 Closed
LCS
1644
Levin Capital Strategies
New York
-$410K -1,000 Closed
KCM
1645
Kathmere Capital Management
Pennsylvania
-$388K -946 Closed
BOTW
1646
Bank of the West
California
-$369K -900 Closed
F
1647
F3Logic
Minnesota
-$364K -887 Closed
OTL
1648
Oak Thistle LLC
New York
-$343K -838 Closed
AWE
1649
Avidian Wealth Enterprises
Texas
-$339K -827 Closed
CRCM
1650
Corbett Road Capital Management
Virginia
-$327K -796 Closed

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.