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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
DILIC
301
Dai-ichi Life Insurance Company
Japan
$19.2M -$433K -1,210 -2%
PHK
302
Point72 Hong Kong
Hong Kong
$18.6M +$21.6M +60,359 +8,837%
PI
303
PineBridge Investments
New York
$18.5M +$596K +1,666 +3%
II
304
IFM Investors
Australia
$18.4M
GI
305
GAMCO Investors
Connecticut
$18.3M -$2.93M -8,202 -12%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$18.3M +$1.05M +2,933 +5%
OAG
307
Orbis Allan Gray
Bermuda
$18.3M +$135K +377 +0.6%
URS
308
Utah Retirement Systems
Utah
$18.3M -$299K -837 -1%
EWA
309
Exencial Wealth Advisors
Oklahoma
$18.2M +$383K +1,071 +2%
AWM
310
AE Wealth Management
Kansas
$18.2M -$133K -372 -0.6%
BCI
311
Brinker Capital Investments
Pennsylvania
$18.2M -$130K -363 -0.6%
Public Employees Retirement Association of Colorado
312
Public Employees Retirement Association of Colorado
Colorado
$18.1M +$644K +1,799 +3%
CGPCS
313
Capital Group Private Client Services
California
$18.1M +$3.22K +9 +0%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$18M -$2.66M -7,429 -11%
IAIM
315
Industrial Alliance Investment Management
Quebec, Canada
$17.7M +$1.11M +3,108 +6%
ERSOT
316
Employees Retirement System of Texas
Texas
$17.7M -$1.29M -3,600 -6%
DKCM
317
Davidson Kempner Capital Management
New York
$17.7M +$20.8M +58,000 New
SAM
318
Shell Asset Management
Netherlands
$17.6M -$5.71M -15,948 -22%
SOADOR
319
State of Alaska Department of Revenue
Alaska
$17.5M -$1.44M -4,015 -7%
RHAM
320
Round Hill Asset Management
California
$17.5M -$13.2K -37 -0.1%
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$17.4M +$519K +1,450 +3%
GIBU
322
Gulf International Bank (UK)
United Kingdom
$17.3M -$33.3K -93 -0.2%
BCM
323
Bowie Capital Management
Texas
$17.3M +$1.61M +4,504 +9%
Man Group
324
Man Group
United Kingdom
$17.2M +$20.2M +56,380 New
WBC
325
Westpac Banking Corp
Australia
$17.2M +$2.62M +7,327 +15%

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.