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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
LFS
751
Legacy Financial Strategies
Kansas
$1.51M +$174K +487 +11%
AssetMark Inc
752
AssetMark Inc
California
$1.51M +$388K +1,084 +28%
AAM
753
Azzad Asset Management
Virginia
$1.5M +$737K +2,060 +72%
CFM
754
Capricorn Fund Managers
United Kingdom
$1.5M +$1.49M +4,173 +574%
AI
755
AXS Investments
New York
$1.5M -$106K -295 -6%
MME
756
Meag Munich Ergo
Germany
$1.48M +$23.6K +66 +1%
AIM
757
Anchor Investment Management
South Carolina
$1.47M +$3.22K +9 +0.2%
AIC
758
Argus Investors Counsel
New York
$1.47M +$256K +715 +17%
CG
759
Caprock Group
Idaho
$1.46M +$36.1K +101 +2%
BB
760
Bell Bank
North Dakota
$1.45M -$10.4K -29 -0.6%
DCM
761
Decatur Capital Management
Georgia
$1.45M +$358 +1 +0%
LWCFA
762
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.45M
VFA
763
Voya Financial Advisors
Connecticut
$1.45M +$16.1K +45 +1%
AAP
764
Arax Advisory Partners
Colorado
$1.44M -$10.4K -29 -0.6%
AWM
765
Apollon Wealth Management
South Carolina
$1.43M +$78K +218 +5%
DAC
766
Dividend Assets Capital
South Carolina
$1.43M -$485K -1,355 -22%
PCM
767
Parsons Capital Management
Rhode Island
$1.43M -$211K -589 -11%
BAM
768
Belpointe Asset Management
Nevada
$1.42M +$142K +398 +9%
MAM
769
Meeder Asset Management
Ohio
$1.42M +$160K +447 +11%
TSS
770
Two Sigma Securities
New York
$1.41M +$1.2M +3,364 +268%
MAM
771
Madison Asset Management
Wisconsin
$1.41M -$242K -677 -13%
CAN
772
Cetera Advisor Networks
California
$1.41M -$185K -518 -10%
HI
773
Horizon Investments
North Carolina
$1.4M +$170K +474 +11%
SKK
774
Shepherd Kaplan Krochuk
Massachusetts
$1.4M
CCG
775
Chatham Capital Group
Georgia
$1.4M +$914K +2,555 +126%

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.