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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
Handelsbanken Fonder
201
Handelsbanken Fonder
Sweden
$53.6M +$4.34M +12,178 +8%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$53.1M +$5.85M +16,399 +12%
Westfield Capital Management
203
Westfield Capital Management
Massachusetts
$52.2M -$21.6M -60,624 -28%
VOYA Investment Management
204
VOYA Investment Management
Georgia
$52.1M -$16.5M -46,156 -23%
AAM
205
Ardevora Asset Management
United Kingdom
$51.4M +$2.03M +5,700 +4%
Treasurer of the State of North Carolina
206
Treasurer of the State of North Carolina
North Carolina
$50.9M -$1.38M -3,867 -2%
MG
207
Markel Group
Virginia
$50.5M
CI
208
Cooper Investors
Australia
$47.2M +$280K +786 +0.6%
GIA
209
Gateway Investment Advisers
Ohio
$47M +$7.27M +20,401 +17%
DAM
210
Delta Asset Management
Tennessee
$46.4M +$211K +592 +0.4%
CU
211
CDAM (UK)
United Kingdom
$46M -$53.5K -150 -0.1%
HPC
212
HM Payson & Co
Maine
$45.1M -$11.4M -31,995 -19%
PIM
213
Provident Investment Management
Michigan
$44.8M -$7.13K -20 -0%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$44.5M -$7.23M -20,275 -13%
CIC
215
Chilton Investment Company
Connecticut
$44.5M +$15.9M +44,499 +51%
NSLI
216
Nan Shan Life Insurance
Taiwan
$44.4M +$17.7M +49,588 +60%
BC
217
Bartlett & Co
Ohio
$44M +$2.93M +8,229 +7%
BCWM
218
Bartlett & Co Wealth Management
Ohio
$44M +$2.93M +8,229 +7%
JCM
219
Junto Capital Management
New York
$43.8M +$46.3M +129,999 New
ICG
220
InterOcean Capital Group
Tennessee
$43.2M +$8.49M +23,827 +23%
CA
221
Cullinan Associates
Kentucky
$42.6M +$143K +400 +0.3%
EAM
222
Erste Asset Management
Austria
$41.4M +$2.23M +6,263 +5%
ACM
223
Alta Capital Management
Utah
$41.3M -$1.03M -2,876 -2%
AIG
224
American International Group
New York
$40.7M -$1.66M -4,655 -4%
SOMRS
225
State of Michigan Retirement System
Michigan
$40.5M +$10.9M +30,700 +34%

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.