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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
NIG
376
NFJ Investment Group
Texas
$12.1M -$1M -2,806 -6%
WP
377
Wedgewood Partners
Missouri
$12M -$373K -1,042 -3%
TRCT
378
Tower Research Capital (TRC)
New York
$11.7M +$7.76M +21,689 +130%
SCA
379
Snowden Capital Advisors
New York
$11.7M +$10.6M +29,657 +344%
EGM
380
Engineers Gate Manager
New York
$11.4M +$13.4M +37,378 New
IIM
381
INTECH Investment Management
Florida
$11.3M -$447K -1,249 -3%
ACM
382
Academy Capital Management
Texas
$11.2M -$4.05M -11,332 -24%
X
383
Xponance
Pennsylvania
$10.8M +$1.81M +5,051 +17%
CB
384
Commerce Bank
Missouri
$10.8M -$407K -1,138 -3%
SMDAM
385
Sumitomo Mitsui DS Asset Management
Japan
$10.8M -$462K -1,292 -4%
HNB
386
Huntington National Bank
Ohio
$10.7M -$584K -1,632 -4%
JAM
387
Jupiter Asset Management
United Kingdom
$10.7M +$805K +2,250 +7%
Capstone Investment Advisors
388
Capstone Investment Advisors
New York
$10.6M +$8.04M +22,481 +185%
BVDMP
389
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$10.5M -$4.65M -13,000 -28%
CFB
390
Cullen/Frost Bankers
Texas
$10.4M -$636K -1,777 -5%
HIMCH
391
Hartford Investment Management Co (HIMCO)
Connecticut
$10.4M -$160K -448 -1%
PAS
392
Professional Advisory Services
Florida
$10.3M -$689K -1,927 -5%
WI
393
Wafra Inc
New York
$10.2M -$2.98M -8,318 -20%
NSLI
394
Nan Shan Life Insurance
Taiwan
$10.2M -$35.2M -98,373 -75%
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1M +$417K +1,166 +4%
VLKIM
396
Van Lanschot Kempen Investment Management
Netherlands
$10.1M +$2.32M +6,496 +24%
MPM
397
Meritage Portfolio Management
Kansas
$10M -$99.1K -277 -0.8%
HWAM
398
Hennion & Walsh Asset Management
New Jersey
$9.92M +$992K +2,774 +9%
Connor, Clark & Lunn Investment Management (CC&L)
399
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.85M +$11.5M +32,265 New
B
400
Bailard
California
$9.82M -$561K -1,567 -5%

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.