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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
FWCM
1001
Ferguson Wellman Capital Management
Oregon
$553K -$1.43K -4 -0.2%
GAM
1002
Griffin Asset Management
New York
$550K
RCM
1003
Radnor Capital Management
Pennsylvania
$549K
NAM
1004
NorthCrest Asset Manangement
Minnesota
$548K -$1.43K -4 -0.2%
FMLI
1005
Fukoku Mutual Life Insurance
Japan
$547K -$57.2K -160 -8%
ARMT
1006
Amica Retiree Medical Trust
Rhode Island
$539K -$191K -534 -23%
EAM
1007
Empirical Asset Management
Massachusetts
$535K +$233K +650 +59%
RSC
1008
Red Spruce Capital
Pennsylvania
$534K
BWM
1009
Bulltick Wealth Management
Florida
$533K +$154K +431 +33%
T
1010
TOBAM
France
$532K -$106K -297 -15%
CA
1011
Continuum Advisory
Idaho
$532K -$31.5K -88 -5%
CCB
1012
Cutter & Co Brokerage
Missouri
$532K -$12.2K -34 -2%
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$531K +$7.16K +20 +1%
CP
1014
Covenant Partners
Tennessee
$530K
BFM
1015
Boothbay Fund Management
New York
$529K -$2.62M -7,324 -81%
WP
1016
WealthSource Partners
California
$527K +$85.1K +238 +16%
GWAM
1017
Guardian Wealth Advisors (Minnesota)
Minnesota
$523K +$9.3K +26 +2%
IDBONY
1018
Israel Discount Bank of New York
New York
$522K
JCM
1019
Jacobi Capital Management
Pennsylvania
$520K +$13.6K +38 +2%
CBT
1020
CoreFirst Bank & Trust
Kansas
$519K
FDCC
1021
Foster Dykema Cabot & Co
Massachusetts
$519K
WPC
1022
Waters Parkerson & Co
Louisiana
$519K
MWP
1023
Meridian Wealth Partners
Pennsylvania
$519K +$6.08K +17 +1%
EP
1024
Edgestream Partners
New Jersey
$516K +$605K +1,691 New
APA
1025
American Portfolios Advisors
New York
$515K -$16.1K -45 -3%

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.