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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
TPSF
351
Texas Permanent School Fund
Texas
$14.7M +$885K +2,473 +5%
MOACM
352
Mutual of America Capital Management
New York
$14.4M -$55.1K -154 -0.3%
TF
353
TIAA FSB
Florida
$14.3M -$648K -1,810 -4%
OAM
354
Oppenheimer Asset Management
New York
$14.1M +$680K +1,901 +4%
TAM
355
Troy Asset Management
United Kingdom
$13.9M +$627K +1,752 +4%
PAI
356
Pittenger & Anderson Inc
Nebraska
$13.7M +$161K +450 +1%
VRS
357
Virginia Retirement Systems
Virginia
$13.5M +$15.8M +44,200 New
MCM
358
Maple Capital Management
Vermont
$13.4M +$89.8K +251 +0.7%
LP
359
LMR Partners
United Kingdom
$13.3M +$15.6M +43,655 New
CA
360
Cornerstone Advisors
North Carolina
$13.1M
HKAM
361
Horizon Kinetics Asset Management
New York
$13.1M -$2.48M -6,920 -14%
WT
362
Washington Trust
Rhode Island
$13.1M +$358 +1 +0%
Cerity Partners
363
Cerity Partners
New York
$13.1M -$4.15M -11,588 -21%
CA
364
Claar Advisors
New York
$13M
PAM
365
Peak Asset Management
Colorado
$12.8M -$8.94K -25 -0.1%
PFPT
366
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.6M +$2.11M +5,889 +17%
SSWM
367
Smith Salley Wealth Management
North Carolina
$12.5M +$169K +472 +1%
MC
368
Minot Capital
Colorado
$12.4M
NLGIA
369
Nippon Life Global Investors Americas
New York
$12.4M -$311K -870 -2%
ACM
370
Aquatic Capital Management
Illinois
$12.4M +$14.5M +40,500 New
BL
371
Bleichroeder LP
New York
$12.2M
DWM
372
Doyle Wealth Management
Florida
$12.2M +$358 +1 +0%
TGCMU
373
Titan Global Capital Management USA
New York
$12.1M -$6.39M -17,862 -31%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$12.1M -$52.6K -147 -0.4%
CNB
375
Czech National Bank
Czech Republic
$12.1M +$14.2M +39,594 New

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.