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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
MRCM
1276
M&R Capital Management
New Jersey
$213K
PSP
1277
Principal Street Partners
Tennessee
$213K +$34.3K +96 +16%
CA
1278
Crewe Advisors
Utah
$213K +$62.3K +174 +33%
KCM
1279
Kathmere Capital Management
Pennsylvania
$213K +$250K +698 New
AIA
1280
Alera Investment Advisors
Illinois
$212K +$10.7K +30 +5%
LAM
1281
L2 Asset Management
Massachusetts
$212K +$30.8K +86 +14%
Pacer Advisors
1282
Pacer Advisors
Pennsylvania
$212K +$51.2K +143 +26%
EWM
1283
Endowment Wealth Management
Wisconsin
$211K +$15K +42 +6%
QC
1284
Quent Capital
New York
$211K +$36.5K +102 +17%
EFM
1285
E Fund Management
China
$210K -$1.43K -4 -0.6%
G
1286
Gainplan
Michigan
$210K
MFA
1287
Mayflower Financial Advisors
Massachusetts
$210K +$247K +689 New
WA
1288
Wealth Architects
California
$209K +$12.5K +35 +5%
LP
1289
LGL Partners
Pennsylvania
$209K +$245K +684 New
BFA
1290
Brendel Financial Advisors
New Hampshire
$208K -$1.07K -3 -0.4%
OL
1291
Optas LLC
Texas
$208K +$26.8K +75 +12%
GAM
1292
Gould Asset Management
California
$206K +$25K +70 +12%
AF
1293
Allworth Financial
California
$206K +$80.1K +224 +50%
CC
1294
Courier Capital
New York
$206K +$241K +675 New
JFGIW
1295
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$16.5K +46 +8%
SRC
1296
Shufro Rose & Co
New York
$204K
AWA
1297
Arkadios Wealth Advisors
Georgia
$203K +$2.86K +8 +1%
PCIA
1298
Prime Capital Investment Advisors
Kansas
$203K +$238K +664 New
TPCW
1299
TD Private Client Wealth
New York
$201K -$123K -344 -34%
DBRC
1300
D.B. Root & Company
Pennsylvania
$201K -$1.43K -4 -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.