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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
MAM
1251
Martingale Asset Management
Massachusetts
$231K -$563K -1,573 -68%
PT
1252
Plimoth Trust
Massachusetts
$231K -$7.16K -20 -3%
CSB
1253
City State Bank
Iowa
$231K
MA
1254
MJP Associates
Connecticut
$231K +$5.72K +16 +2%
SG
1255
Somerset Group
Minnesota
$229K
VCM
1256
Violich Capital Management
California
$229K
WEG
1257
World Equity Group
Illinois
$228K -$3.22K -9 -1%
FPA
1258
First Pacific Advisors
California
$227K
LFA
1259
Legacy Financial Advisors
Kentucky
$227K +$20.8K +58 +8%
Bank of Montreal
1260
Bank of Montreal
Ontario, Canada
$226K +$13.1M +36,629 +5%
OPCM
1261
Osborne Partners Capital Management
California
$225K -$22.5K -63 -8%
VC
1262
Vicus Capital
Pennsylvania
$225K -$7.51K -21 -3%
IFS
1263
Ifrah Financial Services
Arkansas
$225K -$2.5K -7 -0.9%
NB
1264
Northwest Bancshares
Pennsylvania
$225K
ACH
1265
ArrowMark Colorado Holdings
Colorado
$223K
CBFP
1266
Cedar Brook Financial Partners
Ohio
$223K +$1.43K +4 +0.6%
DY
1267
Dowling & Yahnke
California
$221K +$9.66K +27 +4%
TA
1268
Townsend & Associates
Colorado
$220K +$15K +42 +7%
EH
1269
Equitable Holdings
New York
$220K +$257K +719 New
FAIM
1270
Financial Advocates Investment Management
Washington
$218K -$267K -746 -50%
IGGA
1271
Iron Gate Global Advisors
Utah
$217K -$32.9K -92 -12%
PP
1272
PDS Planning
Ohio
$216K -$69K -193 -21%
PPG
1273
Peak Planning Group
Colorado
$215K +$716 +2 +0.3%
ACM
1274
Avalon Capital Management
California
$214K -$35.8K -100 -13%
LWMM
1275
Legacy Wealth Management (Mississippi)
Mississippi
$213K +$3.58K +10 +1%

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.