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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
MYIA
726
Mount Yale Investment Advisors
Colorado
$1.71M -$137K -384 -6%
WR
727
WD Rutherford
Oregon
$1.69M -$35.8K -100 -2%
S
728
SignatureFD
Georgia
$1.69M +$136K +381 +7%
WCM
729
Whitener Capital Management
North Carolina
$1.65M +$286K +800 +17%
CK
730
Cohen Klingenstein
New York
$1.65M
EBT
731
Enterprise Bank & Trust
Massachusetts
$1.65M
MIA
732
MMBG Investment Advisors
Florida
$1.63M
EWM
733
Elite Wealth Management
Washington
$1.62M -$1.18M -3,304 -38%
LAIC
734
Lederer & Associates Investment Counsel
California
$1.6M -$23.3K -65 -1%
CGA
735
Channing Global Advisors
Florida
$1.6M -$169K -473 -8%
RSWM
736
Robertson Stephens Wealth Management
California
$1.58M +$17.2K +48 +0.9%
TCM
737
Thames Capital Management
New Jersey
$1.58M -$16M -44,747 -90%
IEFM
738
IQ EQ Fund Management
Ireland
$1.57M -$131K -367 -7%
CAM
739
Cypress Asset Management
Texas
$1.57M -$17.9K -50 -1%
TMAM
740
Tokio Marine Asset Management
Japan
$1.56M +$189K +527 +11%
CT
741
Coastline Trust
Rhode Island
$1.56M -$1.28M -3,570 -41%
CIP
742
Chartwell Investment Partners
Pennsylvania
$1.55M -$15K -42 -0.8%
SF
743
Symphony Financial
Texas
$1.53M -$526K -1,469 -23%
CWM
744
Chemistry Wealth Management
New York
$1.53M +$6.8K +19 +0.4%
FFG
745
Frisch Financial Group
New York
$1.53M -$368K -1,030 -17%
VFM
746
Viking Fund Management
North Dakota
$1.53M
ASBI
747
American State Bank (Iowa)
Iowa
$1.52M +$17.9K +50 +1%
LWP
748
Lumature Wealth Partners
Georgia
$1.52M +$91.6K +256 +5%
MHC
749
Meyer Handelman Company
New York
$1.52M +$397K +1,110 +29%
SC
750
Skylands Capital
Wisconsin
$1.52M -$823K -2,300 -32%

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.