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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
CI
951
Cavalier Investments
Georgia
$674K -$270K -754 -25%
PFG
952
PAX Financial Group
Texas
$670K +$11.4K +32 +1%
SCM
953
Shelton Capital Management
Colorado
$669K -$24.7K -69 -3%
Fisher Asset Management
954
Fisher Asset Management
Washington
$669K +$508K +1,420 +184%
EFL
955
ERn Financial LLC
Wisconsin
$666K +$47.9K +134 +7%
RCAG
956
Rehmann Capital Advisory Group
Michigan
$666K -$74.4K -208 -9%
KWM
957
Keebeck Wealth Management
Illinois
$665K +$98.7K +276 +15%
IWC
958
Integrated Wealth Concepts
Massachusetts
$664K +$51.2K +143 +7%
CFFP
959
Center for Financial Planning
Michigan
$662K -$716 -2 -0.1%
TAM
960
Trillium Asset Management
Massachusetts
$660K
GDP
961
Great Diamond Partners
Maine
$655K -$8.59K -24 -1%
ZCA
962
Zeke Capital Advisors
Pennsylvania
$655K
SA
963
SRN Advisors
Pennsylvania
$655K -$158K -442 -17%
TP
964
Tranquility Partners
Tennessee
$653K +$277K +773 +57%
LCM
965
Lattice Capital Management
Washington
$651K +$1.43K +4 +0.2%
AWP
966
Accretive Wealth Partners
New Jersey
$650K -$8.94K -25 -1%
HBT
967
Heartland Bank & Trust
Illinois
$646K -$24.7K -69 -3%
AP
968
Appleton Partners
Massachusetts
$639K -$31.5K -88 -4%
CT
969
Colonial Trust
South Carolina
$639K +$749K +2,094 New
TAM
970
Townsend Asset Management
North Carolina
$638K
RA
971
RiverPark Advisors
New York
$637K -$34K -95 -4%
HH
972
Hilltop Holdings
Texas
$636K -$29.3K -82 -4%
MPW
973
Monterey Private Wealth
California
$627K +$1.43K +4 +0.2%
NW
974
NewEdge Wealth
Pennsylvania
$626K -$121K -337 -14%
CAAS
975
Capital Asset Advisory Services
Michigan
$619K -$243K -680 -25%

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.