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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
SIA
1201
SkyView Investment Advisors
New Jersey
$275K +$45.4K +127 +16%
AA
1202
Alta Advisers
United Kingdom
$275K +$322K +900 New
PFA
1203
Plotkin Financial Advisors
Maryland
$275K
FA
1204
Fiducient Advisors
Illinois
$273K
USCWA
1205
U.S. Capital Wealth Advisors
Texas
$273K +$17.9K +50 +6%
MGIA
1206
Moneta Group Investment Advisors
Missouri
$271K -$20.8K -58 -6%
ANTB
1207
AMG National Trust Bank
Colorado
$271K +$318K +889 New
EHC
1208
Everett Harris & Co
California
$269K -$17.9K -50 -5%
KFP
1209
KB Financial Partners
New Jersey
$267K +$53.3K +149 +21%
HFRG
1210
Houlihan Financial Resource Group
Virginia
$267K +$313K +874 New
MGIA
1211
Matthew Goff Investment Advisor
Texas
$265K +$11.4K +32 +4%
PHS
1212
Pekin Hardy Strauss
Illinois
$262K +$15.4K +43 +5%
YC
1213
Yarbrough Capital
Tennessee
$261K
CCA
1214
Childress Capital Advisors
Texas
$258K -$7.51K -21 -2%
RP
1215
Riverwater Partners
Wisconsin
$258K
SFG
1216
StrategIQ Financial Group
Indiana
$258K
WA
1217
Waverly Advisors
Alabama
$257K -$16.5K -46 -5%
SB
1218
Strategic Blueprint
Georgia
$257K -$8.59K -24 -3%
TIM
1219
Triad Investment Management
California
$256K
RG
1220
Renaissance Group
Kentucky
$252K -$25.8M -72,018 -99%
CL
1221
CPWM LLC
Washington
$252K -$6.44K -18 -2%
PTC
1222
Philadelphia Trust Company
Pennsylvania
$252K
FNWM
1223
Financial Network Wealth Management
Utah
$252K +$8.94K +25 +3%
MSS
1224
Mitchell Sinkler & Starr
Pennsylvania
$252K +$24.3K +68 +9%
GBT
1225
Grove Bank & Trust
Florida
$251K -$1.79K -5 -0.6%

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.