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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
HLCM
651
Hickory Lane Capital Management
New York
$2.44M -$841K -2,350 -23%
KFBMI
652
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.44M
ACM
653
AlphaCrest Capital Management
New York
$2.42M +$2.23M +6,229 +364%
SC
654
Sculptor Capital
New York
$2.42M +$2.84M +7,928 New
CCM
655
Carderock Capital Management
Maryland
$2.41M -$1.74M -4,868 -38%
ONB
656
Old National Bancorp
Indiana
$2.4M -$865K -2,418 -24%
IMRF
657
Illinois Municipal Retirement Fund
Illinois
$2.39M -$2.74M -7,648 -49%
OIS
658
Okabena Investment Services
Minnesota
$2.38M +$285K +796 +11%
FP
659
Factorial Partners
New York
$2.38M
ZB
660
Zions Bancorporation
Utah
$2.37M +$137K +383 +5%
BOH
661
Bank of Hawaii
Hawaii
$2.35M +$284K +794 +11%
MJB
662
Mark J. Bradley
$2.35M -$86.2K -241 -3%
KPWS
663
Kestra Private Wealth Services
Texas
$2.33M +$394K +1,101 +17%
CIAS
664
CFS Investment Advisory Services
New Jersey
$2.33M +$831M +2,323,899 +30,059%
GL
665
GHE LLC
Tennessee
$2.32M +$4.04M +11,284 +122%
MFAM
666
Motley Fool Asset Management
Virginia
$2.28M +$91.6K +256 +4%
O
667
Ossiam
France
$2.24M -$676K -1,889 -20%
MGP
668
Metis Global Partners
California
$2.24M +$314K +877 +14%
SLI
669
Sumitomo Life Insurance
Japan
$2.24M -$98.7K -276 -4%
DTL
670
Dynamic Technology Lab
Singapore
$2.22M +$2.6M +7,281 New
RIM
671
Redpoint Investment Management
Australia
$2.22M -$730K -2,041 -22%
VIA
672
Vident Investment Advisory
Georgia
$2.22M +$1.64M +4,580 +92%
ECM
673
Element Capital Management
New York
$2.17M
BS
674
Bessemer Securities
New York
$2.15M -$188K -525 -7%
WJWM
675
Williams Jones Wealth Management
New York
$2.15M +$212K +593 +9%

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.