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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
SPC
1026
Sigma Planning Corp
Michigan
$515K -$287K -802 -32%
CSIC
1027
Clifford Swan Investment Counsel
California
$514K
ETIA
1028
Epic Trust Investment Advisors
Washington
$514K +$602K +1,683 New
AIM
1029
Arcadia Investment Management
Michigan
$513K
SWA
1030
Sutton Wealth Advisors
Florida
$508K +$10.7K +30 +2%
PCM
1031
Penserra Capital Management
California
$508K -$2.86K -8 -0.5%
LHC
1032
Little House Capital
Massachusetts
$508K +$27.2K +76 +5%
SFO
1033
Stokes Family Office
Louisiana
$507K +$39.4K +110 +7%
ALAM
1034
Asahi Life Asset Management
Japan
$501K +$21.5K +60 +4%
MC
1035
Moors & Cabot
Massachusetts
$501K +$140K +391 +31%
SFA
1036
Sequoia Financial Advisors
Ohio
$500K -$204K -571 -26%
WF
1037
Welch & Forbes
Massachusetts
$500K -$35.8K -100 -6%
RB
1038
Rodgers Brothers
Pennsylvania
$498K -$53.7K -150 -8%
IAN
1039
Integrated Advisors Network
Texas
$498K +$27.9K +78 +5%
TWM
1040
Thrive Wealth Management
Pennsylvania
$494K +$86.9K +243 +18%
JSC
1041
Jackson Square Capital
California
$493K
MCA
1042
Magnolia Capital Advisors
Mississippi
$493K +$11.1K +31 +2%
TW
1043
TrinityPoint Wealth
Connecticut
$492K -$10.4K -29 -2%
LC
1044
Lindbrook Capital
California
$491K -$6.08K -17 -1%
BIC
1045
Beach Investment Counsel
Pennsylvania
$489K
ITFISA
1046
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$489K -$107K -300 -16%
DTC
1047
Davidson Trust Company
Washington
$483K -$9.3K -26 -2%
BOM
1048
Bank of Marin
California
$482K
MIM
1049
Moseley Investment Management
Florida
$479K
SIG
1050
Stonegate Investment Group
Alabama
$478K +$130K +364 +30%

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.