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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
CFM
501
Coronation Fund Managers
South Africa
$5.51M -$7M -19,555 -52%
WTC
502
WhitTier Trust Company
Nevada
$5.46M +$272K +759 +4%
CCM
503
Copeland Capital Management
Pennsylvania
$5.44M -$240K -672 -4%
NMERB
504
New Mexico Educational Retirement Board
New Mexico
$5.43M -$644K -1,800 -9%
YIH
505
Y-Intercept (HK)
Hong Kong
$5.43M +$6.36M +17,768 New
DCM
506
Dupont Capital Management
Delaware
$5.4M -$2.22M -6,203 -26%
EDRH
507
Edmond de Rothschild Holding
Switzerland
$5.27M -$180K -502 -3%
TC
508
TAP Consulting
Missouri
$5.23M +$110K +308 +2%
MCM
509
Mattern Capital Management
Colorado
$5.21M +$11.8K +33 +0.2%
AIM
510
Artemis Investment Management
United Kingdom
$5.2M +$358K +1,000 +6%
GWM
511
GDS Wealth Management
Texas
$5.18M -$202K -565 -3%
BCV
512
Banque Cantonale Vaudoise
Switzerland
$5.18M -$323K -902 -5%
BCM
513
Birch Capital Management
Texas
$5.14M
AIP
514
Ameritas Investment Partners
Nebraska
$5.13M +$63.3K +177 +1%
FFA
515
Fragasso Financial Advisors
Pennsylvania
$5.09M +$354K +989 +6%
LIP
516
Liontrust Investment Partners
United Kingdom
$5.09M
EW
517
Evoke Wealth
California
$5.08M -$677K -1,892 -10%
JCM
518
Jag Capital Management
Missouri
$5.06M -$257K -719 -4%
WIM
519
Waverton Investment Management
United Kingdom
$5.04M -$614K -1,715 -9%
CCM
520
Covington Capital Management
California
$4.96M -$45.1K -126 -0.8%
PM
521
Phraction Management
Connecticut
$4.94M +$431K +1,205 +8%
EI
522
Ethic Inc
New York
$4.81M +$19.7K +55 +0.4%
TBA
523
Tower Bridge Advisors
Pennsylvania
$4.81M +$261K +730 +5%
WCF
524
West Coast Financial
California
$4.76M +$217K +606 +4%
MGWM
525
Marks Group Wealth Management
Minnesota
$4.74M +$1.07M +2,990 +24%

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.