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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
AP
1376
Arlington Partners
Alabama
$40K -$50.8K -142 -52%
GWSG
1377
GPS Wealth Strategies Group
Colorado
$38K
IFAM
1378
Institutional & Family Asset Management
Colorado
$38K
ZIG
1379
Zullo Investment Group
Pennsylvania
$38K +$5.37K +15 +14%
GWM
1380
Geneos Wealth Management
Colorado
$36K -$44K -123 -51%
JWA
1381
JFS Wealth Advisors
Pennsylvania
$36K -$5.72K -16 -12%
TWM
1382
Tradition Wealth Management
Minnesota
$36K +$27.2K +76 +181%
CDIA
1383
Capital Directions Investment Advisors
Georgia
$35K -$41.1K -115 Closed
ME
1384
McIlrath & Eck
Washington
$34K
GEA
1385
Glen Eagle Advisors
New Jersey
$33K
BWA
1386
BDO Wealth Advisors
Florida
$32K
NMG
1387
New Millennium Group
Utah
$32K +$2.86K +8 +8%
SC
1388
SouthState Corp
Florida
$31K -$7.16K -20 -17%
AF
1389
Arrow Financial
New York
$31K
DFCM
1390
Dark Forest Capital Management
Puerto Rico
$31K +$5.37K +15 +18%
GWMI
1391
Guardian Wealth Management (Illinois)
Illinois
$30K
WBC
1392
West Branch Capital
Massachusetts
$29K
EC
1393
EdgeRock Capital
Colorado
$29K +$33.6K +94 New
BSB
1394
Bangor Savings Bank
Maine
$28K
DCM
1395
Disciplina Capital Management
Tennessee
$27.6K +$358 +1 +1%
RCM
1396
Rain Capital Management
Oregon
$27K -$2.15K -6 -6%
SC
1397
Seldon Capital
California
$27K
FFC
1398
First Financial Corp
Indiana
$27K +$1.43K +4 +5%
VCM
1399
Vigilant Capital Management
Maine
$27K +$11.4K +32 +57%
OCM
1400
Osterweis Capital Management
California
$27K +$32.2K +90 New

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.