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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$335M -$5.65M -15,794 -1%
Allianz Asset Management
52
Allianz Asset Management
Germany
$335M -$116M -325,421 -23%
Bessemer Group
53
Bessemer Group
New Jersey
$327M +$97.9M +273,506 +34%
Brown Advisory
54
Brown Advisory
Maryland
$314M -$24.9M -69,706 -6%
CWG
55
C WorldWide Group
Denmark
$312M -$1.97M -5,509 -0.5%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M -$81.1M -226,772 -19%
Franklin Resources
57
Franklin Resources
California
$296M -$5.56M -15,550 -2%
Loomis, Sayles & Company
58
Loomis, Sayles & Company
Massachusetts
$288M -$5.17M -14,452 -2%
Swedbank
59
Swedbank
Sweden
$288M -$8.96M -25,049 -3%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$283M -$40.2M -112,242 -11%
FPP
61
Findlay Park Partners
United Kingdom
$282M -$48.5M -135,632 -13%
UBS Group
62
UBS Group
Switzerland
$263M -$3.93M -10,977 -1%
Artisan Partners
63
Artisan Partners
Wisconsin
$261M -$51.5M -143,912 -14%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$244M -$3.28M -9,172 -1%
Mawer Investment Management
65
Mawer Investment Management
Alberta, Canada
$242M -$13.2M -36,971 -4%
EVM
66
Eaton Vance Management
Massachusetts
$237M -$13.7M -38,380 -5%
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$231M -$18.7M -52,373 -6%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$231M +$37.5M +104,955 +16%
RJA
69
Raymond James & Associates
Florida
$224M +$25K +70 +0%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$220M -$15.6M -43,723 -6%
FCM
71
Farallon Capital Management
California
$219M +$139M +388,500 +118%
ACM
72
Atlanta Capital Management
Georgia
$213M +$33.7M +94,281 +16%
CI Investments Inc
73
CI Investments Inc
Ontario, Canada
$212M -$6.13M -17,144 -2%
Fidelity International
74
Fidelity International
Bermuda
$212M -$7.89M -22,064 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
75
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$209M +$115M +322,697 +89%

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.