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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
VWM
851
Venturi Wealth Management
Texas
$990K +$290K +811 +33%
MFGM
852
Marshall Financial Group (Maryland)
Maryland
$988K -$21.8K -61 -2%
MS
853
Maven Securities
Jersey
$980K +$44.7K +125 +4%
Balyasny Asset Management
854
Balyasny Asset Management
Illinois
$972K -$58.2M -162,728 -98%
HT
855
Heritage Trust
Oklahoma
$967K +$3.22K +9 +0.3%
HWM
856
HB Wealth Management
Georgia
$967K +$135K +376 +13%
EF
857
Empowered Funds
Pennsylvania
$966K -$482K -1,348 -30%
OC
858
Oppenheimer & Co
New York
$959K +$20.8K +58 +2%
SC
859
Sepio Capital
Utah
$952K -$794K -2,219 -42%
FPCP
860
Fort Point Capital Partners
California
$950K +$41.1K +115 +4%
MA
861
Mezzasalma Advisors
New Jersey
$945K
FRA
862
Frank Rimerman Advisors
California
$940K +$2.5K +7 +0.2%
PWPS
863
Pinnacle Wealth Planning Services
Ohio
$936K +$21.1K +59 +2%
SIA
864
Schechter Investment Advisors
Michigan
$935K +$27.5K +77 +3%
S
865
Seeyond
France
$930K -$227K -635 -17%
HLOC
866
H.L. Ormond & Company
North Carolina
$930K +$112K +312 +11%
CCA
867
Checchi Capital Advisers
California
$929K -$68.3K -191 -6%
PWM
868
Perigon Wealth Management
California
$925K +$138K +385 +15%
BFA
869
Beaumont Financial Advisors
Massachusetts
$923K -$13.2K -37 -1%
MCM
870
MAI Capital Management
Ohio
$922K +$656K +1,835 +155%
BAM
871
Blueshift Asset Management
New Jersey
$919K +$1.08M +3,009 New
NIM
872
NuWave Investment Management
New Jersey
$916K +$1.07M +3,001 New
ECM
873
Exchange Capital Management
Michigan
$913K -$30.4K -85 -3%
KPW
874
Kore Private Wealth
New York
$910K -$12.5K -35 -1%
JF
875
Joule Financial
Kentucky
$900K

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.