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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
SWM
1301
Sculati Wealth Management
Michigan
$201K
SIC
1302
Salem Investment Counselors
North Carolina
$187K -$17.2K -48 -7%
EWM
1303
Endurance Wealth Management
Rhode Island
$182K
Acadian Asset Management
1304
Acadian Asset Management
Massachusetts
$173K
EBA
1305
Eagle Bay Advisors
New York
$172K -$31.8K -89 -14%
CAL
1306
Capital Advisors Ltd
Ohio
$161K +$25K +70 +15%
FP
1307
Financial Perspectives
Minnesota
$158K
FF
1308
FourThought Financial
Florida
$155K -$99.8K -279 -35%
UCB
1309
United Community Bank
South Carolina
$153K
HI
1310
Hendershot Investments
Virginia
$152K
EWA
1311
EverSource Wealth Advisors
Alabama
$152K +$20.4K +57 +13%
WB
1312
West Bancorporation
Iowa
$150K -$86.9K -243 -33%
PP
1313
Paloma Partners
Connecticut
$148K -$3.56M -9,954 -95%
LTI
1314
Laffer Tengler Investments
Tennessee
$141K
KFI
1315
Key Financial Inc
Pennsylvania
$139K
PB
1316
Pinnacle Bancorp
Nebraska
$133K +$14.3K +40 +10%
MCC
1317
Money Concepts Capital
Florida
$131K -$6.08K -17 -4%
C
1318
Covestor
United Kingdom
$129K -$37.2K -104 -20%
GWS
1319
Glassman Wealth Services
Virginia
$129K +$8.94K +25 +6%
BCP
1320
Blue Chip Partners
Michigan
$127K +$2.15K +6 +1%
LS
1321
Livforsakringsbolaget Skandia
Sweden
$126K -$680K -1,900 -82%
AIM
1322
Achmea Investment Management
Netherlands
$116K -$5.58M -15,590 -98%
TIM
1323
Tortoise Investment Management
New York
$116K +$1.79K +5 +1%
TWA
1324
TCI Wealth Advisors
Arizona
$113K +$2.15K +6 +2%
ECG
1325
Edge Capital Group
Georgia
$113K +$5.37K +15 +4%

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.