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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
WP
1076
WMS Partners
Maryland
$424K +$6.08K +17 +1%
MAM
1077
Magellan Asset Management
Australia
$424K +$112K +314 +29%
RBC
1078
Romano Brothers & Co
Illinois
$420K +$492K +1,376 New
BC
1079
Bowman & Company
Wisconsin
$418K +$15.4K +43 +3%
BTWM
1080
Baker Tilly Wealth Management
Wisconsin
$418K +$128K +359 +36%
JWM
1081
Jackson Wealth Management
Florida
$418K +$490K +1,369 New
WA
1082
Wambolt & Associates
Colorado
$416K
FIB
1083
First Interstate Bank
Montana
$415K -$71.6K -200 -13%
BONH
1084
Bank of New Hampshire
New Hampshire
$413K
ACM
1085
Advisors Capital Management
New Jersey
$411K -$117K -328 -22%
PPP
1086
Private Portfolio Partners
New Jersey
$410K
MWM
1087
Mission Wealth Management
California
$407K +$34K +95 +8%
MLA
1088
My Legacy Advisors
Oregon
$407K +$34.7K +97 +7%
CB
1089
Community Bank
New York
$406K +$231K +645 +94%
AI
1090
AdvisorShares Investments
Maryland
$404K +$474K +1,324 New
RCWM
1091
Royal Capital Wealth Management
Indiana
$397K
FNBT
1092
FineMark National Bank & Trust
Florida
$395K +$16.1K +45 +4%
FNBOSM
1093
First National Bank of South Miami
Florida
$394K -$358 -1 -0.1%
LFG
1094
Lazard Frères Gestion
France
$394K +$444K +1,240 New
SS
1095
Sunbelt Securities
Texas
$393K -$40.4K -113 -8%
APA
1096
Astoria Portfolio Advisors
New York
$393K +$82.6K +231 +22%
CPIG
1097
Chicago Partners Investment Group
Illinois
$392K -$1.43K -4 -0.3%
FC
1098
Forte Capital
New York
$391K
DA
1099
DSC Advisors
Illinois
$390K -$115K -321 -20%
CCB
1100
Country Club Bank
Missouri
$389K +$5.72K +16 +1%

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.