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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
KC
1176
Kenfarb & Co
Kentucky
$303K
AAS
1177
Ameritas Advisory Services
Nebraska
$299K +$5.37K +15 +2%
MCWA
1178
Meadow Creek Wealth Advisors
Georgia
$299K +$16.5K +46 +5%
OWP
1179
Obermeyer Wealth Partners
Colorado
$297K +$14K +39 +4%
OWA
1180
One Wealth Advisors
California
$297K +$37.9K +106 +12%
WI
1181
WrapManager Inc
California
$296K -$3.58K -10 -1%
RIM
1182
Redwood Investment Management
Arizona
$296K +$347K +969 New
VIM
1183
VELA Investment Management
Ohio
$295K
BDF
1184
Balasa Dinverno & Foltz
$294K +$2.5K +7 +0.7%
MTC
1185
McDaniel Terry & Co
Texas
$293K
CWA
1186
Cornerstone Wealth Advisors
Minnesota
$292K -$7.16K -20 -2%
CB
1187
CNB Bank
Pennsylvania
$291K +$17.5K +49 +5%
AWM
1188
Axxcess Wealth Management
California
$290K -$14.7K -41 -4%
TIA
1189
Traphagen Investment Advisors
New Jersey
$289K
PA
1190
Pinnacle Associates
New York
$289K +$45.1K +126 +15%
LW
1191
Linscomb Wealth
Texas
$285K
PWMG
1192
Prestige Wealth Management Group
New Jersey
$285K +$35.4K +99 +12%
SPP
1193
Single Point Partners
Massachusetts
$284K +$358 +1 +0.1%
RPWA
1194
Regent Peak Wealth Advisors
Georgia
$283K +$2.15K +6 +0.7%
BC
1195
Burney Company
Virginia
$279K -$80.5K -225 -20%
JLBC
1196
J.L. Bainbridge & Co
Florida
$277K -$716 -2 -0.2%
JSW
1197
Journey Strategic Wealth
New Jersey
$277K +$324K +906 New
TFM
1198
TFC Financial Management
Massachusetts
$276K +$75.8K +212 +31%
H
1199
HoyleCohen
California
$275K
RIM
1200
Regent Investment Management
Kentucky
$275K

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.