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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
HF
1326
Halpern Financial
Virginia
$107K -$4.29K -12 -3%
ANBT
1327
American National Bank & Trust
Texas
$106K +$78.7K +220 +172%
HFM
1328
Harvest Fund Management
China
$105K -$87.3K -244 -41%
RTC
1329
Riverview Trust Company
Washington
$103K +$61.2K +171 +103%
KFS
1330
Kelly Financial Services
Massachusetts
$101K -$9.66K -27 -8%
CTB
1331
Country Trust Bank
Illinois
$99K
CFO
1332
CVA Family Office
Colorado
$96K -$3.58K -10 -3%
AWM
1333
Avior Wealth Management
Nebraska
$96K
CP
1334
Castleview Partners
Texas
$92K +$98K +274 +979%
HIIFS
1335
Harel Insurance Investments & Financial Services
Israel
$91K
FFA
1336
Fairfield Financial Advisors
Massachusetts
$90.1K
VCM
1337
Versant Capital Management
Arizona
$89K -$2.86K -8 -3%
EMFAT
1338
Emerald Mutual Fund Advisers Trust
Pennsylvania
$89K +$1.43K +4 +1%
KLWA
1339
Kelly Lawrence W & Associates
California
$86K
BIA
1340
Bell Investment Advisors
California
$86K +$15.4K +43 +18%
TF
1341
Tompkins Financial
New York
$85K +$100K +280 New
MIP
1342
Mondrian Investment Partners
United Kingdom
$81.3K +$1.06M +2,970 +1%
GCGDR
1343
Geo Capital Gestora de Recursos
Brazil
$79K +$10K +28 +12%
AIM
1344
Axiom Investment Management
New York
$79K +$92.7K +259 New
NR
1345
Newfound Research
Massachusetts
$78K -$11.8K -33 -11%
WB
1346
Webster Bank
Connecticut
$77K
OA
1347
Operose Advisors
Wisconsin
$75K
WPA
1348
West Paces Advisors
Georgia
$74.5K
FMII
1349
Farmers & Merchants Investments Inc
Nebraska
$70K +$15.7K +44 +24%
AA
1350
Ancora Advisors
Ohio
$68K -$3.94K -11 -5%

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.