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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
BRC
426
Bishop Rock Capital
New York
$8.3M +$3.82M +10,670 +65%
B
427
Bellecapital
Switzerland
$8.27M +$9.69M +27,083 New
FNT
428
First National Trust
Pennsylvania
$8.27M +$1.08M +3,014 +13%
KRS
429
Kentucky Retirement Systems
Kentucky
$8.14M +$325K +908 +4%
CBT
430
Central Bank & Trust
Kentucky
$8.06M +$104K +290 +1%
LCM
431
Logan Capital Management
Pennsylvania
$8.05M -$302K -845 -3%
SAM
432
Sawgrass Asset Management
Florida
$8.05M +$9.43M +26,354 New
EMPI
433
Elo Mutual Pension Insurance
Finland
$7.96M -$662K -1,849 -7%
FT
434
Fiduciary Trust
Massachusetts
$7.88M +$21.1K +59 +0.2%
AI
435
Atria Investments
North Carolina
$7.87M -$441K -1,234 -5%
SG Americas Securities
436
SG Americas Securities
New York
$7.85M -$7.24M -20,228 -44%
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$7.82M +$1.27M +3,562 +16%
IG
438
ING Group
Netherlands
$7.79M -$10.7M -29,819 -54%
LOAME
439
Lombard Odier Asset Management (Europe)
United Kingdom
$7.76M -$10.4M -29,012 -53%
CNAM
440
Campbell Newman Asset Management
Wisconsin
$7.67M -$159K -445 -2%
VF
441
Vest Financial
Virginia
$7.66M +$80.9K +226 +0.9%
MCM
442
Moore Capital Management
New York
$7.61M +$4.3M +12,011 +93%
EAMA
443
EFG Asset Management (Americas)
Florida
$7.6M -$579K -1,618 -6%
IMPI
444
Ilmarinen Mutual Pension Insurance
Finland
$7.54M +$2.5M +7,000 +40%
HFS
445
Hantz Financial Services
Michigan
$7.48M -$552K -1,543 -6%
WCA
446
Waratah Capital Advisors
Ontario, Canada
$7.43M -$20.4K -57 -0.2%
BBA
447
BLB&B Advisors
Pennsylvania
$7.4M -$26.5K -74 -0.3%
PIM
448
Penobscot Investment Management
Massachusetts
$7.38M -$151K -423 -2%
PWC
449
PYA Waltman Capital
Tennessee
$7.27M +$1.48M +4,149 +21%
MML Investors Services
450
MML Investors Services
Massachusetts
$7.26M +$127K +355 +2%

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.