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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
MWM
1401
Mascoma Wealth Management
New Hampshire
$26K
AS
1402
Altshuler Shaham
Israel
$24K -$3.58K -10 -12%
CCA
1403
Column Capital Advisors
Indiana
$24K
KSWA
1404
Kathleen S. Wright Associates
Pennsylvania
$24K
CT
1405
Cambridge Trust
Massachusetts
$24K +$24K +67 +515%
ARMC
1406
American Research & Management Company
Massachusetts
$23K
AWM
1407
Abound Wealth Management
Tennessee
$22.3K +$26.1K +73 New
Jones Financial Companies
1408
Jones Financial Companies
Missouri
$21K -$62.3K -174 -71%
SC
1409
Solstein Capital
California
$21K
GA
1410
GoalVest Advisory
New York
$20K -$650K -1,817 -96%
FMTCOCP
1411
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
WWM
1412
Wolff Wiese Magana
California
$19K -$6.44K -18 -23%
AIC
1413
Ayalon Insurance Company
Israel
$19K
PP
1414
Pacifica Partners
Canada
$19K
TC
1415
Tacita Capital
Ontario, Canada
$19K
FMP
1416
Financial Management Professionals
Texas
$19K +$5.72K +16 +36%
HH
1417
HWG Holdings
Texas
$19K +$22.5K +63 New
BWM
1418
Baystate Wealth Management
Massachusetts
$18K
SPWG
1419
Sage Private Wealth Group
Illinois
$18K
LS
1420
Leelyn Smith
Illinois
$17K -$39.4K -110 -67%
CWC
1421
Carolinas Wealth Consulting
North Carolina
$17K -$358 -1 -2%
SIA
1422
Sit Investment Associates
Minnesota
$16K
SFO
1423
Standard Family Office
South Dakota
$16K
AA
1424
Addison Advisors
Vermont
$16K +$5.72K +16 +44%
OC
1425
Oakworth Capital
Alabama
$16K +$8.23K +23 +74%

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.