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
SWM
801
Spire Wealth Management
Virginia
$1.24M -$175K -488 -11%
FGP
802
Foyston, Gordon, & Payne
Ontario, Canada
$1.24M -$21.8K -61 -1%
RI
803
Redwood Investments
Massachusetts
$1.24M -$126K -353 -8%
NPA
804
Nichols & Pratt Advisers
Massachusetts
$1.24M
AT
805
Arden Trust
Delaware
$1.23M -$306K -856 -17%
CNC
806
Canandaigua National Corp
New York
$1.23M
KCM
807
Kendall Capital Management
Maryland
$1.22M -$661K -1,848 -32%
EM
808
Excalibur Management
Massachusetts
$1.22M
BWL
809
Bogart Wealth LLC
Virginia
$1.22M +$223K +624 +19%
BWP
810
Balboa Wealth Partners
Arizona
$1.21M +$1.42M +3,959 New
TAM
811
Trust Asset Management
Texas
$1.21M +$80.1K +224 +6%
WS
812
Wedbush Securities
California
$1.2M -$30.8K -86 -2%
WP
813
WealthShield Partners
North Carolina
$1.2M +$63.7K +178 +5%
QCM
814
Quantinno Capital Management
New York
$1.2M +$71.2K +199 +5%
PTC
815
Private Trust Company
Ohio
$1.19M -$5.37K -15 -0.4%
ATC
816
Argent Trust Co
Tennessee
$1.18M -$142K -396 -9%
AWC
817
Abundance Wealth Counselors
Pennsylvania
$1.18M +$1.79K +5 +0.1%
CB
818
Cadence Bank
Mississippi
$1.18M +$570K +1,594 +70%
EWM
819
Evercore Wealth Management
New York
$1.17M -$14.3K -40 -1%
HPIA
820
Hamilton Point Investment Advisors
North Carolina
$1.17M
PA
821
Profund Advisors
Maryland
$1.16M +$12.5K +35 +0.9%
CAM
822
Cresset Asset Management
Illinois
$1.15M -$341K -954 -20%
AG
823
AIA Group
Hong Kong
$1.14M -$425K -1,189 -24%
AAP
824
Aristotle Atlantic Partners
Florida
$1.14M
BTW
825
Boston Trust Walden
Massachusetts
$1.14M -$252K -705 -16%

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.