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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
HGERS
1351
Householder Group Estate & Retirement Specialist
Arizona
$68K +$80.5K +225 New
GRP
1352
Global Retirement Partners
California
$66K -$10K -28 -12%
WTA
1353
Washington Trust Advisors
Massachusetts
$65K -$24.3K -68 -24%
RA
1354
Rise Advisors
New York
$65K +$62.6K +175 +473%
CHA
1355
Carmichael Hill & Associates
Maryland
$64K
HWA
1356
HHM Wealth Advisors
Tennessee
$63K
FWM
1357
Focused Wealth Management
New York
$62K
CT
1358
Caldwell Trust
Florida
$61.1K
PGAM
1359
Princeton Global Asset Management
New Jersey
$61K
ETC
1360
Exchange Traded Concepts
Oklahoma
$58K -$267K -746 -80%
AWM
1361
Atticus Wealth Management
Florida
$57K
WFA
1362
West Financial Advisors
Iowa
$56K
CAC
1363
Core Alternative Capital
Georgia
$55K +$358 +1 +0.6%
MHR
1364
Matthew Hamilton Rosenberg
$54K +$13.6K +38 +27%
M
1365
MOTCO
Texas
$52K -$2.86K -8 -4%
CYG
1366
Clean Yield Group
Vermont
$49K
GIS
1367
Grayhawk Investment Strategies
Alberta, Canada
$48K
GFPC
1368
Global Financial Private Client
Florida
$46.1K -$15.7K -44 -23%
EWM
1369
Evermay Wealth Management
Virginia
$46K
NEAM
1370
New England Asset Management
Connecticut
$46K
TFS
1371
TrustCore Financial Services
Tennessee
$46K
LJHT
1372
Laurie J. Hall Trustee
$44K
EARNEST Partners
1373
EARNEST Partners
Georgia
$43K
TAIM
1374
TD Ameritrade Investment Management
Nebraska
$42K -$18.2K -51 -27%
MCM
1375
MV Capital Management
Maryland
$41K +$14K +39 +41%

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.