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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
OIA
926
OneDigital Investment Advisors
Kansas
$742K +$52.9K +148 +6%
EI
927
Ellevest Inc
New York
$740K -$22.2K -62 -2%
DWT
928
Dorsey & Whitney Trust
South Dakota
$739K +$72.3K +202 +9%
CT
929
Chicago Trust
Illinois
$738K +$10.7K +30 +1%
HW
930
Hancock Whitney
Mississippi
$734K -$808K -2,259 -48%
SWPG
931
Strategic Wealth Partners Group
Illinois
$733K +$34.3K +96 +4%
SCA
932
Spearhead Capital Advisors
Florida
$730K -$7.65M -21,388 -90%
WI
933
Wintrust Investments
Illinois
$729K -$12.2K -34 -1%
GW
934
GW & Wade
Massachusetts
$726K -$276K -772 -25%
HR
935
Howe & Rusling
New York
$720K -$42.2K -118 -5%
FNC
936
First National Corp
Massachusetts
$718K -$2.86K -8 -0.3%
TWI
937
Thomas White International
Illinois
$718K
PWM
938
Palumbo Wealth Management
New York
$718K +$2.15K +6 +0.3%
LAS
939
LWM Advisory Services
Florida
$715K +$474K +1,326 +134%
AP
940
Americana Partners
Texas
$709K +$61.2K +171 +8%
Members Trust
941
Members Trust
Florida
$699K
CF
942
Cantor Fitzgerald
New York
$693K -$358K -1,000 -31%
FFM
943
Forum Financial Management
Illinois
$693K +$32.6K +91 +4%
PFS
944
Prospera Financial Services
Texas
$693K +$254K +711 +46%
SFP
945
Shepherd Financial Partners
Massachusetts
$689K +$7.87K +22 +1%
WA
946
Wealth Alliance
New York
$687K -$12.2K -34 -1%
RCA
947
Resonant Capital Advisors
Wisconsin
$686K +$21.5K +60 +3%
FCM
948
Fortis Capital Management
Washington
$685K -$2.86K -8 -0.4%
GWA
949
GGM Wealth Advisors
Maryland
$683K
FRM
950
Fox Run Management
Connecticut
$682K +$800K +2,235 New

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.