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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
AI
626
Aperture Investors
New York
$2.73M -$44.4K -124 -1%
S
627
swisspartners
Liechtenstein
$2.72M -$116K -325 -4%
KJHP
628
K.J. Harrison & Partners
Ontario, Canada
$2.7M -$306K -856 -9%
THWM
629
Taylor Hoffman Wealth Management
Virginia
$2.7M +$19.3K +54 +0.6%
ACI
630
Alpha Cubed Investments
California
$2.7M +$1.28M +3,574 +68%
FHB
631
First Hawaiian Bank
Hawaii
$2.68M +$114K +318 +4%
DIM
632
Delta Investment Management
California
$2.67M -$6.44K -18 -0.2%
CCG
633
Cloverfields Capital Group
Minnesota
$2.66M -$6.8K -19 -0.2%
KNW
634
Kesler Norman & Wride
Utah
$2.65M -$123K -343 -4%
OCM
635
Olstein Capital Management
New York
$2.6M -$537K -1,500 -15%
SFI
636
Siemens Fonds Invest
Germany
$2.59M -$143K -399 -4%
GLA
637
Great Lakes Advisors
Illinois
$2.58M -$477K -1,333 -14%
WSC
638
Wellington Shields & Co
New York
$2.56M
TNB
639
Thomasville National Bank
Georgia
$2.56M
MFG
640
Merit Financial Group
Georgia
$2.56M +$2.64M +7,384 +731%
CTA
641
Chesley Taft & Associates
Illinois
$2.54M +$29.3K +82 +1%
LJAC
642
L.J. Altfest & Co
New York
$2.54M -$102K -285 -3%
FDS
643
Freedom Day Solutions
Texas
$2.52M -$70.8K -198 -2%
UB
644
UMB Bank
Missouri
$2.52M +$681K +1,903 +30%
CAC
645
Certified Advisory Corp
Florida
$2.5M -$5.72K -16 -0.2%
VI
646
Vestcor Inc
New Brunswick, Canada
$2.5M -$23.3K -65 -0.8%
PI
647
Pettee Investors
Connecticut
$2.49M
CCG
648
Cypress Capital Group
Florida
$2.49M -$654K -1,829 -18%
BFS
649
Bradley Foster & Sargent
Connecticut
$2.48M +$132K +369 +5%
FFA
650
First Foundation Advisors
California
$2.46M -$533K -1,491 -16%

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.