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S&P Global

1,499 hedge funds and large institutions have $87.4B invested in S&P Global in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 558 increasing their positions, 611 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% more ownership

Funds ownership: 85.15%86.88% (+1.7%)

9% less repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 611

4% less funds holding

Funds holding: 1,5561,499 (-57)

12% less capital invested

Capital invested by funds: $99.2B → $87.4B (-$11.8B)

20% less funds holding in top 10

Funds holding in top 10: 7459 (-15)

25% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 131

34% less call options, than puts

Call options by funds: $575M | Put options by funds: $874M

Holders
1,499
Holders Change
-57
Holders Change %
-3.66%
% of All Funds
25.82%
Holding in Top 10
59
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.27%
% of All Funds
1.02%
New
98
Increased
558
Reduced
611
Closed
131
Calls
$575M
Puts
$874M
Net Calls
-$298M
Net Calls Change
-$534M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$37M +$5.2M +14,535 +14%
GIA
227
Gateway Investment Advisers
Ohio
$36.6M -$6.95M -19,420 -14%
SOMRS
228
State of Michigan Retirement System
Michigan
$36.2M -$501K -1,400 -1%
CF
229
Cypress Funds
California
$35.8M
Rafferty Asset Management
230
Rafferty Asset Management
New York
$35.7M +$3.24M +9,053 +8%
AIG
231
American International Group
New York
$35.6M -$1.45M -4,043 -3%
Natixis Advisors
232
Natixis Advisors
Massachusetts
$35.3M +$4.9M +13,698 +13%
VDI
233
Vaughan David Investments
Illinois
$35M +$418K +1,167 +1%
CRC
234
Curi RMB Capital
Illinois
$34.9M -$2M -5,587 -5%
Retirement Systems of Alabama
235
Retirement Systems of Alabama
Alabama
$34.6M -$681K -1,903 -2%
DCP
236
D1 Capital Partners
New York
$34.5M +$40.4M +113,000 New
SCM
237
Sirios Capital Management
Massachusetts
$33.7M +$21.6M +60,407 +121%
SBH
238
Segall Bryant & Hamill
Illinois
$33.5M -$31.4M -87,800 -44%
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$33.4M +$23.1M +64,684 +145%
TI
240
Trexquant Investment
Connecticut
$32.7M +$38.1M +106,570 +17,673%
DADC
241
D.A. Davidson & Co
Montana
$32.7M +$133K +372 +0.3%
ICP
242
Ironvine Capital Partners
Nebraska
$32.6M +$657K +1,836 +2%
HWCM
243
Hudson Way Capital Management
Texas
$31.7M -$106K -295 -0.3%
Teacher Retirement System of Texas
244
Teacher Retirement System of Texas
Texas
$31.5M -$2.12M -5,918 -5%
SIC
245
Schwartz Investment Counsel
Michigan
$31.4M
CSS
246
Cubist Systematic Strategies
Connecticut
$31.1M +$26.3M +73,553 +259%
DP
247
Dearborn Partners
Illinois
$31M +$418K +1,168 +1%
1832 Asset Management
248
1832 Asset Management
Ontario, Canada
$30.7M -$629K -1,759 -2%
AAM
249
Aureus Asset Management
Massachusetts
$30.5M +$423K +1,181 +1%
NB
250
Norinchukin Bank
Japan
$30.2M +$303K +848 +0.9%

SPGI Hedge Fund Activity: Q3 2022 in Review

1,499 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2022, worth a combined $87.4B — down 12% from $99.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of SPGI and 98 opened new positions — a net loss of 33 holders — while 611 trimmed existing stakes and 558 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $831M. The largest seller was Capital World Investors, cutting an estimated $726M.

  • 1,499 institutional investors held S&P Global (SPGI) as of Q3 2022, down from 1,556 in Q2 2022.
  • Funds reported $87.4B of S&P Global stock for Q3 2022, down 12% quarter-over-quarter.
  • 98 funds opened new S&P Global positions in Q3 2022 and 131 closed out, a net change of -33 holders.
  • The largest S&P Global buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $831M added.
  • The largest S&P Global seller in Q3 2022 was Capital World Investors, an estimated $726M sold.

Based on aggregated 13F filings for Q3 2022.