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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
AWA
1151
Aaron Wealth Advisors
Illinois
$330K +$93.7K +262 +32%
SBIA
1152
Sheaff Brock Investment Advisors
Indiana
$329K +$1.07K +3 +0.3%
EFG
1153
Everhart Financial Group
Ohio
$329K +$54.7K +153 +17%
SDAM
1154
Shulman DeMeo Asset Management
New York
$328K +$716 +2 +0.2%
GCP
1155
GSA Capital Partners
United Kingdom
$328K +$385K +1,075 New
SIM
1156
Sadoff Investment Management
Wisconsin
$325K +$3.58K +10 +0.9%
MC
1157
Machina Capital
France
$325K +$381K +1,065 New
CCM
1158
Carlson Capital Management
Minnesota
$324K +$18.6K +52 +5%
BAAM
1159
Baker Avenue Asset Management
California
$323K -$45.4K -127 -11%
HL
1160
HeadInvest LLC
Maine
$322K +$378K +1,056 New
GL
1161
Graypoint LLC
New York
$320K +$375K +1,047 New
WMA
1162
West Michigan Advisors
Michigan
$319K -$3.22K -9 -0.9%
BOS
1163
Bank of Stockton
California
$319K
PCP
1164
Proficio Capital Partners
Massachusetts
$318K +$25K +70 +7%
IFWM
1165
Institute for Wealth Management
Colorado
$314K
FAFN
1166
First Affirmative Financial Network
Colorado
$313K -$1.07K -3 -0.3%
PP
1167
Patten & Patten
Tennessee
$313K
VCM
1168
Virtue Capital Management
Tennessee
$311K -$22.5K -63 -6%
A
1169
AustralianSuper
Australia
$309K +$62.7M +175,242 +21%
TAM
1170
Tocqueville Asset Management
New York
$308K
CM
1171
Caption Management
Oklahoma
$306K -$11.3M -31,450 -97%
PAM
1172
Paradigm Asset Management
New York
$305K -$35.8K -100 -9%
LFM
1173
LGT Fund Management
Liechtenstein
$305K -$2.61M -7,303 -88%
ACM
1174
Ayrshire Capital Management
Connecticut
$305K
CIC
1175
Carnegie Investment Counsel
Ohio
$304K -$56.2K -157 -14%

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.