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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
LOAMS
576
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.48M -$1.95M -5,453 -32%
PAS
577
Park Avenue Securities
New York
$3.47M +$127K +354 +3%
UF
578
Univest Financial
Pennsylvania
$3.46M +$49.4K +138 +1%
MWM
579
Madison Wealth Management
Ohio
$3.46M +$176K +491 +5%
SYBT
580
Stock Yards Bank & Trust
Kentucky
$3.45M +$380K +1,063 +10%
Credit Agricole
581
Credit Agricole
France
$3.42M -$2.34M -6,544 -37%
Verition Fund Management
582
Verition Fund Management
Connecticut
$3.4M +$2.33M +6,519 +141%
QT
583
Quantbot Technologies
New York
$3.39M +$3.97M +11,090 New
SAM
584
Sompo Asset Management
Japan
$3.37M -$14.3K -40 -0.4%
HA
585
Harbor Advisors
Florida
$3.36M
VF
586
Virtu Financial
New York
$3.36M +$3.94M +11,001 New
GIA
587
GHP Investment Advisors
Colorado
$3.33M +$17.2K +48 +0.4%
PP
588
Prudential plc
United Kingdom
$3.32M +$481K +1,344 +14%
MYLI
589
Meiji Yasuda Life Insurance
Japan
$3.32M +$287K +801 +8%
MIH
590
Meitav Investment House
Israel
$3.31M -$30.4K -85 -0.8%
BCM
591
BTC Capital Management
Iowa
$3.29M +$65.1K +182 +2%
ASN
592
Advisory Services Network
Georgia
$3.26M -$304K -849 -7%
IC
593
IEQ Capital
California
$3.25M +$1.41M +3,942 +59%
BAMCO Inc
594
BAMCO Inc
New York
$3.25M
PA
595
PFG Advisors
Arizona
$3.23M +$28.3K +79 +0.8%
RWP
596
Ridgecrest Wealth Partners
California
$3.22M -$874K -2,443 -19%
WIM
597
WealthPlan Investment Management
Nebraska
$3.21M +$3.27M +9,133 New
NO
598
Ninety One
South Africa
$3.19M
PMAM
599
Picton Mahoney Asset Management
Ontario, Canada
$3.17M -$335K -935 -8%
EA
600
Ellsworth Advisors
Ohio
$3.16M +$102K +286 +3%

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.