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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
BTI
1101
Blue Trust Inc
Georgia
$389K +$53.7K +150 +15%
FFS
1102
Founders Financial Securities
Maryland
$387K -$3.22K -9 -0.7%
LIM
1103
Leavell Investment Management
Alabama
$387K +$26.8K +75 +6%
IWM
1104
IHT Wealth Management
Illinois
$384K +$162K +452 +56%
NGA
1105
Naples Global Advisors
Florida
$382K +$45.4K +127 +11%
RC
1106
Roundview Capital
New Jersey
$381K -$2.86K -8 -0.6%
GFS
1107
GYL Financial Synergies
Connecticut
$381K -$1.43K -4 -0.3%
TFA
1108
Transamerica Financial Advisors
Florida
$380K +$167K +466 +60%
IIC
1109
Ironwood Investment Counsel
Arizona
$378K +$22.9K +64 +5%
WFI
1110
West Family Investments
California
$375K -$7.51K -21 -2%
FFA
1111
Founders Financial Alliance
North Carolina
$375K +$112K +314 +34%
WA
1112
Waddell & Associates
Tennessee
$373K -$2.5K -7 -0.6%
ST
1113
Smithfield Trust
Pennsylvania
$373K
FI
1114
Fosun International
China
$371K +$435K +1,215 New
SSG
1115
Summit Securities Group
New York
$368K +$172K +480 +66%
TCM
1116
Teza Capital Management
Illinois
$367K +$430K +1,201 New
TW
1117
Transform Wealth
Colorado
$366K -$101K -283 -19%
FA
1118
Faithward Advisors
Pennsylvania
$366K
LOAMU
1119
Lombard Odier Asset Management (USA)
New York
$366K +$107K +300 +33%
GFP
1120
Gryphon Financial Partners
Ohio
$364K -$23.6K -66 -5%
BCAM
1121
Boston Common Asset Management
Massachusetts
$364K -$8.94K -25 -2%
WB
1122
WesBanco Bank
West Virginia
$362K -$67.6K -189 -14%
CA
1123
CoreCap Advisors
Michigan
$362K -$24.3K -68 -5%
GAG
1124
Goodman Advisory Group
Massachusetts
$361K -$140K -390 -25%
TFP
1125
Tilia Fiduciary Partners
North Carolina
$361K -$46.5K -130 -10%

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.