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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
Citigroup
101
Citigroup
New York
$140M -$37.9M -105,829 -19%
KBC Group
102
KBC Group
Belgium
$138M -$12.9M -35,954 -7%
Massachusetts Financial Services
103
Massachusetts Financial Services
Massachusetts
$137M -$4.23M -11,823 -3%
Stifel Financial
104
Stifel Financial
Missouri
$134M +$18.8M +52,475 +14%
GCM
105
Gates Capital Management
New York
$134M -$26M -72,728 -14%
N
106
Natixis
France
$130M +$123M +344,601 +425%
OAC
107
OMERS Administration Corp
Ontario, Canada
$129M
DDC
108
DF Dent & Co
Maryland
$128M -$3.42M -9,564 -2%
Millennium Management
109
Millennium Management
New York
$128M +$78.6M +219,631 +111%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$127M -$582K -1,628 -0.4%
RPI
111
Railway Pension Investments
United Kingdom
$126M
DnB Asset Management
112
DnB Asset Management
Norway
$124M +$3.14M +8,769 +2%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$123M +$88.8M +248,214 +160%
CGI
114
Comgest Global Investors
France
$123M -$1.89M -5,281 -1%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$121M -$3.08M -8,600 -2%
Holocene Advisors
116
Holocene Advisors
New York
$120M -$9.69M -27,079 -6%
Federated Hermes
117
Federated Hermes
Pennsylvania
$119M +$6.66M +18,612 +5%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$119M -$2.18M -6,105 -2%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$118M -$3.47M -9,686 -2%
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$115M +$26.7M +74,536 +25%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$115M -$3.94M -11,018 -3%
Alkeon Capital Management
122
Alkeon Capital Management
New York
$115M -$16.1M -45,103 -11%
New York State Teachers Retirement System (NYSTRS)
123
New York State Teachers Retirement System (NYSTRS)
New York
$113M -$3.44M -9,628 -3%
SEI Investments
124
SEI Investments
Pennsylvania
$112M -$11.4M -31,905 -8%
Jane Street
125
Jane Street
New York
$110M +$107M +299,880 +496%

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.