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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
BFO
1676
Biltmore Family Office
North Carolina
-$231K -563 Closed
HHGA
1677
Halbert Hargrove Global Advisors
California
-$230K -561 Closed
JDR
1678
Jay D. Rosenbaum
-$228K -557 Closed
SLA
1679
Silver Lake Advisory
Utah
-$228K -557 Closed
BFG
1680
Bouchey Financial Group
New York
-$227K -554 Closed
NB
1681
Nicolet Bankshares
Wisconsin
-$223K -543 Closed
AIP
1682
Almanack Investment Partners
Pennsylvania
-$221K -538 Closed
EWM
1683
EPG Wealth Management
Georgia
-$219K -535 Closed
MFA
1684
Mayflower Financial Advisors
Massachusetts
-$219K -534 Closed
FBB
1685
Fulton Breakefield Broenniman
Maryland
-$217K -528 Closed
FWP
1686
FAS Wealth Partners
Kansas
-$215K -525 Closed
CAMG
1687
CWA Asset Management Group
Florida
-$215K -524 Closed
SHGA
1688
Sand Hill Global Advisors
California
-$213K -519 Closed
FOA
1689
Five Oceans Advisors
California
-$212K -516 Closed
RDWM
1690
Red Door Wealth Management
Tennessee
-$211K -516 Closed
APW
1691
Aurora Private Wealth
New Jersey
-$205K -500 Closed
MIM
1692
Marco Investment Management
Georgia
-$205K -500 Closed
IIM
1693
Ipswich Investment Management
Massachusetts
-$203K -496 Closed
W
1694
Wealthquest
Ohio
-$234K -496 Closed
C
1695
CEDRUS
Colorado
-$202K -493 Closed
SAF
1696
Smith Anglin Financial
Texas
-$202K -492 Closed
QT
1697
Quantamental Technologies
New York
-$201K -491 Closed
AP
1698
Adero Partners
California
-$200K -488 Closed
GCS
1699
Gordian Capital (Singapore)
Singapore
-$415K -450 Closed
Koshinski Asset Management
1700
Koshinski Asset Management
Illinois
-$148K -360 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.