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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
EB
901
Eastern Bank
Massachusetts
$824K -$358 -1 -0%
AF
902
Advisornet Financial
Minnesota
$816K +$79.4K +222 +9%
PK
903
Pflug Koory
Nebraska
$815K +$11.1K +31 +1%
OWA
904
Outlook Wealth Advisors
Texas
$813K
HSA
905
HBK Sorce Advisory
Pennsylvania
$813K +$28.3K +79 +3%
FBT
906
First Bankers Trust
Kentucky
$809K -$23.6K -66 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
907
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$807K -$1.32M -3,686 -58%
PJSIMP
908
P.J. Schmidt Investment Management (PJS)
Wisconsin
$806K -$7.16K -20 -0.7%
CA
909
Cetera Advisors
Colorado
$801K -$36.9K -103 -4%
FG
910
Foster Group
Iowa
$795K -$31.8K -89 -3%
RWA
911
Ropes Wealth Advisors
Massachusetts
$793K +$30.4K +85 +3%
TPW
912
Transatlantique Private Wealth
New York
$792K
PVH
913
Psagot Value Holdings
Israel
$791K -$127K -355 -12%
CI
914
Conning Inc
Connecticut
$790K -$63.7K -178 -6%
FBT
915
First Bank & Trust
South Dakota
$784K +$176K +492 +24%
SS
916
Simplicity Solutions
Minnesota
$783K +$34K +95 +4%
WSFS
917
Wilmington Savings Fund Society
Delaware
$782K -$11.1K -31 -1%
SIM
918
Sentry Investment Management
Wisconsin
$776K +$18.6K +52 +2%
LWAC
919
Laurel Wealth Advisors (California)
California
$775K +$14.3K +40 +2%
GC
920
Gould Capital
Washington
$774K -$2.86K -8 -0.3%
HWMA
921
Heritage Wealth Management (Arizona)
Arizona
$772K -$6.8K -19 -0.7%
ADL
922
Asset Dedication LLC
California
$762K +$34K +95 +4%
WF
923
WoodTrust Financial
Wisconsin
$760K -$81.2K -227 -8%
CAL
924
Capital Analysts LLC
Pennsylvania
$760K +$9.3K +26 +1%
SP
925
Symmetry Partners
Connecticut
$755K -$125K -348 -12%

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.