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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
CG
1226
Corundum Group
Colorado
$249K
ACIM
1227
Azimuth Capital Investment Management
Michigan
$249K +$292K +815 New
ACA
1228
Anchor Capital Advisors
Massachusetts
$248K
I
1229
IMPACTfolio
Colorado
$246K -$10K -28 -3%
LNB
1230
Ledyard National Bank
$246K
MIC
1231
Meridian Investment Counsel
California
$246K
NW
1232
Naviter Wealth
Arkansas
$245K +$17.2K +48 +6%
CWM
1233
Curi Wealth Management
North Carolina
$244K -$181K -506 -39%
AC
1234
Avestar Capital
New York
$244K -$71.2K -199 -20%
TC
1235
Trust Company
Kansas
$244K
KP
1236
Keel Point
Alabama
$243K +$8.94K +25 +3%
CPO
1237
Cerity Partners OCIO
New York
$243K +$14.7K +41 +5%
AC
1238
Abbrea Capital
California
$241K
AC
1239
ASB Consultores
Florida
$241K +$27.9K +78 +11%
SWP
1240
Strategic Wealth Partners
Ohio
$239K -$517K -1,445 -65%
PWMAG
1241
Pinnacle Wealth Management Advisory Group
New Jersey
$238K +$45.1K +126 +19%
CWM
1242
Calamos Wealth Management
Illinois
$237K -$297K -829 -52%
FCB
1243
First Command Bank
Texas
$237K -$72.6K -203 -21%
FCFS
1244
First Command Financial Services
Texas
$237K -$72.6K -203 -21%
FCM
1245
Fourpath Capital Management
Oklahoma
$236K -$32.2K -90 -10%
SAM
1246
Strategy Asset Managers
California
$236K +$277K +773 New
LNC
1247
Lincoln National Corp
Pennsylvania
$235K +$39.4K +110 +17%
IIC
1248
Integrated Investment Consultants
Michigan
$234K -$8.94K -25 -3%
TAM
1249
Taurus Asset Management
New York
$234K
TC
1250
Telemus Capital
Michigan
$234K +$34K +95 +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.