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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
CW
251
Connectus Wealth
Ohio
$30.2M -$30.3M -84,659 -85%
FAF
252
Fjarde Ap-fonden
Sweden
$29.5M
ASRS
253
Arizona State Retirement System
Arizona
$28.8M -$1.01M -2,820 -3%
FAF
254
Första AP-fonden
Sweden
$28.2M +$3.58M +10,000 +12%
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$27.8M -$1.36M -3,789 -4%
AB
256
Amalgamated Bank
New York
$27.7M +$1.19M +3,334 +4%
MIM
257
MetLife Investment Management
New Jersey
$27.6M -$1.1M -3,070 -3%
CP
258
Cumberland Partners
Ontario, Canada
$27.4M -$1.28M -3,570 -4%
LPL Financial
259
LPL Financial
California
$27M +$667K +1,864 +2%
AA
260
ALPS Advisors
Colorado
$26.9M +$21.3M +59,658 +209%
SCP
261
Sandhill Capital Partners
New York
$26.7M -$777K -2,172 -2%
RFC
262
Regions Financial Corp
Alabama
$26.4M +$1.08M +3,013 +4%
AT
263
AMF Tjänstepension
Sweden
$25.9M
Osaic Holdings
264
Osaic Holdings
Arizona
$25.8M +$673K +1,881 +2%
EWA
265
EP Wealth Advisors
California
$25.1M +$1.2M +3,358 +4%
OCAM
266
Onex Canada Asset Management
Ontario, Canada
$24.6M +$10.8M +30,063 +59%
NP
267
NS Partners
United Kingdom
$24.3M +$1.21M +3,372 +4%
HighTower Advisors
268
HighTower Advisors
Illinois
$23.8M -$2.16M -6,049 -7%
Comerica Bank
269
Comerica Bank
Texas
$23.6M -$94.5K -264 -0.3%
BIM
270
Bridges Investment Management
Nebraska
$23.5M -$551K -1,540 -2%
JMPWA
271
JP Morgan Private Wealth Advisors
California
$23.4M +$401K +1,122 +1%
BCIM
272
British Columbia Investment Management
British Columbia, Canada
$23.1M -$2.42M -6,777 -8%
HCM
273
Howland Capital Management
Massachusetts
$23M +$168K +469 +0.6%
KCM
274
Kornitzer Capital Management
Kansas
$22.9M -$2.21M -6,185 -8%
Calamos Advisors
275
Calamos Advisors
Illinois
$22.8M

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.