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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
T
1701
TCWP
Ohio
-$138K -337 Closed
SCA
1702
Sandy Cove Advisors
Massachusetts
-$86K -209 Closed
FFA
1703
Freedman Financial Associates
Massachusetts
-$73K -177 Closed
CMBA
1704
C.M. Bidwell & Associates
Hawaii
-$71K -173 Closed
IFS
1705
Intelligent Financial Strategies
Minnesota
-$67K -164 Closed
GAM
1706
Gemmer Asset Management
California
-$53K -131 Closed
BC
1707
BIT Capital
Germany
-$52.5K -128 Closed
PCOC
1708
Power Corp of Canada
Canada
-$47K -114 Closed
BFC
1709
Bedel Financial Consulting
Indiana
-$44K -108 Closed
TFO
1710
Tarbox Family Office
California
-$41K -101 Closed
AWA
1711
Artemis Wealth Advisors
New York
-$35.6K -87 Closed
POIA
1712
Pin Oak Investment Advisors
Texas
-$23K -57 Closed
BA
1713
Bellwether Advisors
Nebraska
-$19K -48 Closed
SQA
1714
Simon Quick Advisors
New Jersey
-$18K -45 Closed
BHWM
1715
Beaird Harris Wealth Management
Texas
-$15K -36 Closed
ARIS
1716
Advanced Research Investment Solutions
California
-$12K -30 Closed
UIA
1717
Ulland Investment Advisors
Minnesota
-$10K -25 Closed
CI
1718
Cordant Inc
Oregon
-$9K -23 Closed
SLWA
1719
San Luis Wealth Advisors
California
-$8K -16 Closed
HWM
1720
HighMark Wealth Management
Minnesota
-$6K -14 Closed
TLCM
1721
Twin Lakes Capital Management
California
-$3K -8 Closed
DC
1722
DeDora Capital
California
-$3K -7 Closed
PWP
1723
Pursue Wealth Partners
California
-$1.66K -4 Closed
BA
1724
Bivin & Associates
Oklahoma
-$1K -3 Closed
MAM
1725
Marquette Asset Management
Minnesota
-$1K -3 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.