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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
CGL
776
Clarius Group LLC
Washington
$1.39M +$65.1K +182 +4%
NA
777
NewEdge Advisors
Louisiana
$1.38M -$1.23M -3,426 -43%
AAS
778
Avantax Advisory Services
Texas
$1.37M +$170K +475 +12%
PAG
779
Private Advisor Group
New Jersey
$1.36M -$1.44M -4,020 -47%
HIP
780
Harrell Investment Partners
Texas
$1.35M +$127K +354 +9%
SIM
781
Sterling Investment Management
Arizona
$1.35M +$248K +692 +19%
CC
782
Cipher Capital
New York
$1.35M +$1.58M +4,426 New
HCC
783
Hirtle Callaghan & Co
Pennsylvania
$1.35M +$871K +2,434 +122%
LT
784
Lindsell Train
United Kingdom
$1.35M
JCM
785
Jacobsen Capital Management
Utah
$1.34M -$24.3K -68 -2%
CPC
786
Consolidated Planning Corp
Georgia
$1.34M -$7.16K -20 -0.5%
BL
787
Balentine LLC
Georgia
$1.34M +$836K +2,336 +113%
ACM
788
Ashford Capital Management
Delaware
$1.34M +$6.8K +19 +0.4%
IC
789
Inverness Counsel
New York
$1.32M +$106K +297 +7%
ICM
790
IMS Capital Management
Oregon
$1.29M +$96.6K +270 +7%
RWM
791
Ritholtz Wealth Management
New York
$1.29M +$467K +1,305 +45%
PA
792
Parallel Advisors
California
$1.29M -$716 -2 -0%
BFC
793
Blue Fin Capital
Rhode Island
$1.28M +$19K +53 +1%
AWM
794
Avitas Wealth Management
California
$1.28M +$18.6K +52 +1%
PWAG
795
Polaris Wealth Advisory Group
California
$1.28M
BSW
796
Buckingham Strategic Wealth
Missouri
$1.27M -$5.37K -15 -0.4%
CI
797
Cigna Investments
Connecticut
$1.27M -$110K -308 -7%
AMM
798
American Money Management
California
$1.25M +$5.37K +15 +0.4%
CIC
799
Cutler Investment Counsel
Oregon
$1.25M -$13.2K -37 -0.9%
IA
800
IFP Advisors
Florida
$1.25M +$213K +595 +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.