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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
JSW
1651
Journey Strategic Wealth
New Jersey
-$323K -789 Closed
CAM
1652
Claret Asset Management
Quebec, Canada
-$314K -766 Closed
XT
1653
XTX Topco
Cayman Islands
-$314K -765 Closed
PWS
1654
Precision Wealth Strategies
Missouri
-$311K -757 Closed
ANTB
1655
AMG National Trust Bank
Colorado
-$308K -752 Closed
SAM
1656
Strategy Asset Managers
California
-$301K -735 Closed
DA
1657
DCM Advisors
New York
-$287K -700 Closed
MC
1658
Montag & Caldwell
Georgia
-$283K -689 Closed
OTPPB
1659
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$273K -665 Closed
CWP
1660
CFM Wealth Partners
Texas
-$270K -659 Closed
PBO
1661
Peoples Bank (Ohio)
Ohio
-$269K -655 Closed
FLPIM
1662
F.L. Putnam Investment Management
Massachusetts
-$268K -654 Closed
OPOWM
1663
One Plus One Wealth Management
Florida
-$249K -606 Closed
HCMG
1664
Howard Capital Management Group
California
-$245K -598 Closed
AI
1665
Alphabet Inc
California
-$243K -592 Closed
OMC
1666
Old Mission Capital
Illinois
-$242K -591 Closed
TCOT
1667
Trust Company of Toledo
Ohio
-$242K -590 Closed
GWM
1668
Gitterman Wealth Management
New Jersey
-$242K -589 Closed
PWS
1669
Peterson Wealth Services
Utah
-$240K -586 Closed
BCM
1670
Buckhead Capital Management
Georgia
-$240K -585 Closed
AWP
1671
Ascent Wealth Partners
New York
-$239K -582 Closed
AFWM
1672
AMJ Financial Wealth Management
Virginia
-$236K -576 Closed
ACA
1673
Affinity Capital Advisors
California
-$235K -572 Closed
IWN
1674
Independent Wealth Network
Iowa
-$235K -572 Closed
KCPG
1675
Kavar Capital Partners Group
Kansas
-$234K -570 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.