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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
FB
1126
Fulton Bank
Pennsylvania
$361K +$28.6K +80 +7%
JCM
1127
Janney Capital Management
Pennsylvania
$360K +$40.4K +113 +11%
9WM
1128
9258 Wealth Management
Ohio
$358K -$30.4K -85 -7%
EVM
1129
Evelyn V. Moreno
$358K +$6.44K +18 +2%
BFA
1130
Buttonwood Financial Advisors
Maryland
$358K +$32.6K +91 +8%
IBOK
1131
Independence Bank of Kentucky
Kentucky
$356K
FNBOH
1132
First National Bank of Hutchinson
Kansas
$353K +$29K +81 +8%
RSS
1133
Rosenblum Silverman Sutton
California
$351K -$5.72K -16 -1%
SSW
1134
Smith Shellnut Wilson
Mississippi
$350K +$18.2K +51 +5%
DLA
1135
Douglas Lane & Associates
New York
$349K -$45.8K -128 -10%
RIA
1136
Regal Investment Advisors
Michigan
$348K -$1.79K -5 -0.4%
CA
1137
Claro Advisors
Massachusetts
$345K
MCM
1138
Mendel Capital Management
Arkansas
$345K +$5.01K +14 +1%
RZH
1139
Relyea Zuckerberg Hanson
Connecticut
$345K +$40.1K +112 +11%
CA
1140
Centerpoint Advisors
Massachusetts
$343K -$12.5K -35 -3%
SWM
1141
SeaCrest Wealth Management
New York
$343K -$716 -2 -0.2%
SFCL
1142
Strengthening Families & Communities LLC
Massachusetts
$339K +$56.2K +157 +16%
FG
1143
Fiduciary Group
Georgia
$338K
CFG
1144
Cooper Financial Group
California
$337K -$1.79K -5 -0.5%
CM
1145
Columbus Macro
Pennsylvania
$336K -$2.15K -6 -0.5%
WG
1146
Winton Group
United Kingdom
$336K +$394K +1,100 New
MW
1147
Marcum Wealth
Ohio
$332K +$113K +316 +41%
ECM
1148
Elgethun Capital Management
South Dakota
$331K -$716 -2 -0.2%
MA
1149
Mutual Advisors
Nebraska
$331K +$150K +418 +63%
VCA
1150
Verdence Capital Advisors
Maryland
$330K +$20.4K +57 +6%

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.