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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
CG
976
Colony Group
Massachusetts
$618K +$5.37K +15 +0.7%
RCA
977
Roberts Capital Advisors
Colorado
$613K
EA
978
Emerald Advisers
Pennsylvania
$610K -$2.86K -8 -0.4%
WWM
979
Western Wealth Management
Colorado
$606K +$78.4K +219 +12%
MCWS
980
McKinley Carter Wealth Services
West Virginia
$605K -$4.21M -11,763 -86%
CAG
981
Csenge Advisory Group
Florida
$600K +$274K +766 +64%
Los Angeles Capital Management
982
Los Angeles Capital Management
California
$592K -$1.99M -5,556 -74%
APP
983
Avantax Planning Partners
Iowa
$592K -$16.1K -45 -2%
SC
984
Savant Capital
Illinois
$591K -$25.8K -72 -4%
WPW
985
Waldron Private Wealth
Pennsylvania
$591K +$115K +321 +20%
DCM
986
Dimension Capital Management
Florida
$590K
OPS
987
Orion Portfolio Solutions
Nebraska
$586K +$102K +284 +17%
SXL
988
Summit X LLC
Missouri
$580K +$60.8K +170 +10%
BHWM
989
Bar Harbor Wealth Management
New Hampshire
$578K -$3.58K -10 -0.5%
CHC
990
City Holding Co
West Virginia
$578K +$57.6K +161 +9%
AFM
991
Andesa Financial Management
Pennsylvania
$577K +$281K +785 +71%
PRC
992
Pearl River Capital
Michigan
$575K -$418K -1,167 -38%
EWM
993
Empirical Wealth Management
Washington
$569K -$8.59K -24 -1%
MSFS
994
Main Street Financial Solutions
Pennsylvania
$568K +$358 +1 +0.1%
WSTAM
995
Wilbanks Smith & Thomas Asset Management
Virginia
$567K +$105K +293 +19%
RMCM
996
Reynders McVeigh Capital Management
Massachusetts
$565K -$358 -1 -0.1%
APWM
997
Atlas Private Wealth Management
New York
$565K
FIA
998
Foundations Investment Advisors
Arizona
$562K -$15.7K -44 -2%
SB
999
Sunflower Bank
Texas
$559K -$124K -347 -16%
ISL
1000
Ingalls & Snyder LLC
New York
$556K -$11.4K -32 -2%

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.