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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
LCM
701
Laurion Capital Management
New York
$1.93M +$2.26M +6,329 New
IB
702
Intrust Bank
Kansas
$1.93M +$41.9K +117 +2%
GH
703
GAM Holding
Switzerland
$1.93M -$4.29K -12 -0.2%
GKFF
704
George Kaiser Family Foundation
Oklahoma
$1.92M
SAM
705
Silvercrest Asset Management
New York
$1.89M -$273K -764 -11%
GIA
706
Gladstone Institutional Advisory
Florida
$1.89M +$1.16M +3,236 +109%
CI
707
Ceera Investments
Texas
$1.88M -$26.8K -75 -1%
AG
708
Ascent Group
Virginia
$1.88M -$354K -990 -14%
SEC
709
Seven Eight Capital
New York
$1.87M +$2.19M +6,123 New
AI
710
Advent International
Massachusetts
$1.85M
BPA
711
Beacon Pointe Advisors
California
$1.85M -$304K -849 -12%
IWS
712
Insight Wealth Strategies
California
$1.83M
ROTUOC
713
Regents of the University of California
California
$1.83M
MWA
714
Meridian Wealth Advisors
Texas
$1.83M -$527K -1,473 -20%
SF
715
Synovus Financial
Georgia
$1.83M +$122K +342 +6%
VC
716
Vestor Capital
Illinois
$1.83M +$2.14M +5,994 New
TPA
717
Trivium Point Advisory
Connecticut
$1.82M +$34K +95 +2%
CA
718
Clearstead Advisors
Ohio
$1.82M +$15.4K +43 +0.7%
TYCC
719
Texas Yale Capital Corp
Florida
$1.8M +$25K +70 +1%
FTDI
720
First Trust Direct Indexing
Massachusetts
$1.8M +$15.7K +44 +0.8%
Wolverine Trading
721
Wolverine Trading
Illinois
$1.78M -$1.27M -3,552 -38%
Dodge & Cox
722
Dodge & Cox
California
$1.77M
GCC
723
Guardian Capital (Canada)
Ontario, Canada
$1.76M
TCOV
724
Trust Company of Vermont
Vermont
$1.75M -$34K -95 -2%
Boston Partners
725
Boston Partners
Massachusetts
$1.73M -$789K -2,204 -28%

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.