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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
KWILP
476
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.4M
MIM
477
Martin Investment Management
Florida
$6.4M -$19K -53 -0.3%
LI
478
LMCG Investments
Massachusetts
$6.35M +$2M +5,586 +37%
Luther King Capital Management (LKCM)
479
Luther King Capital Management (LKCM)
Texas
$6.32M +$3.73M +10,419 +101%
FHA
480
First Horizon Advisors
Tennessee
$6.32M -$548K -1,531 -7%
RT
481
Rockland Trust
Massachusetts
$6.3M +$406K +1,135 +6%
HT
482
HighTower Trust
Texas
$6.3M -$19.3K -54 -0.3%
CGH
483
Crossmark Global Holdings
Texas
$6.26M -$279K -780 -4%
KAS
484
Kestra Advisory Services
Texas
$6.24M +$1.03M +2,889 +16%
BAM
485
Bell Asset Management
Australia
$6.15M -$22.5K -63 -0.3%
VPIM
486
Vanguard Personalized Indexing Management
California
$6.1M +$560K +1,565 +8%
BPC
487
Banque Pictet & Cie
Switzerland
$6.07M -$4.29K -12 -0.1%
MLICM
488
Metropolitan Life Insurance Company (MetLife)
New York
$6.06M -$221K -618 -3%
TPM
489
Totem Point Management
New York
$6.04M +$557K +1,558 +9%
SCM
490
Silvant Capital Management
Georgia
$6.02M -$49K -137 -0.7%
BMM
491
Buffington Mohr McNeal
Idaho
$6.02M -$49K -137 -0.7%
PAM
492
Peninsula Asset Management
Florida
$6.02M +$51.9K +145 +0.7%
NWM
493
Nicola Wealth Management
British Columbia, Canada
$5.95M +$741K +2,072 +12%
P2P
494
Phase 2 Partners
California
$5.95M -$3.03M -8,469 -30%
GP
495
Girard Partners
Pennsylvania
$5.86M +$630K +1,761 +10%
CII
496
Capital International Inc
California
$5.83M -$3.08M -8,607 -31%
CPA
497
Court Place Advisors
Maryland
$5.82M -$14.3K -40 -0.2%
HFS
498
Haverford Financial Services
Pennsylvania
$5.7M -$358 -1 -0%
FC
499
FORA Capital
Florida
$5.6M +$6.29M +17,572 +2,306%
BHIA
500
Birch Hill Investment Advisors
Massachusetts
$5.51M -$923K -2,580 -13%

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.