We are live on ! Find out more
SPGI icon

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
AC
526
Allstate Corporation
Illinois
$4.74M +$367K +1,027 +7%
CTA
527
Colonial Trust Advisors
South Carolina
$4.73M +$69.8K +195 +1%
SAM
528
Stansberry Asset Management
Texas
$4.63M +$345K +964 +7%
BCM
529
Bancreek Capital Management
California
$4.62M +$521K +1,457 +11%
FTA
530
Financial & Tax Architects
Missouri
$4.61M +$308K +860 +6%
EOJOAM
531
E. Ohman J:or Asset Management
Sweden
$4.58M -$465K -1,300 -8%
Mercer Global Advisors
532
Mercer Global Advisors
Colorado
$4.55M -$65.8K -184 -1%
FWTB
533
First Western Trust Bank
Colorado
$4.52M +$122K +342 +2%
OQS
534
Occudo Quantitative Strategies
Florida
$4.5M +$5.28M +14,745 New
AMI
535
Amica Mutual Insurance
Rhode Island
$4.49M -$1.44M -4,018 -21%
CCFCSB
536
Cape Cod Five Cents Savings Bank
Massachusetts
$4.41M -$188K -525 -4%
CAM
537
Cozad Asset Management
Illinois
$4.39M -$921K -2,575 -15%
KIA
538
KCM Investment Advisors
California
$4.32M +$153K +427 +3%
RBA
539
Richard Bernstein Advisors
New York
$4.3M -$793K -2,217 -14%
V
540
Veritable
Delaware
$4.3M -$48.3K -135 -0.9%
Walleye Trading
541
Walleye Trading
New York
$4.28M -$2.81M -7,854 -36%
CNB
542
Camden National Bank
Maine
$4.28M +$62.3K +174 +1%
TC
543
TownSquare Capital
Utah
$4.25M +$180K +503 +4%
CI
544
Capital International
California
$4.24M -$828K -2,315 -14%
VAS
545
Vestmark Advisory Solutions
Massachusetts
$4.15M +$81.6K +228 +2%
CTC
546
Central Trust Company
Missouri
$4.11M -$189K -527 -4%
NPAM
547
Noble Path Asset Management
New York
$4.09M -$716K -2,000 -13%
DT
548
Diversified Trust
Tennessee
$4.05M -$181K -507 -4%
GCA
549
Greenwood Capital Associates
South Carolina
$4.04M -$14K -39 -0.3%
IAA
550
Independent Advisor Alliance
North Carolina
$4.01M +$250K +700 +6%

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.