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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
KTC
1426
Kistler-Tiffany Companies
Pennsylvania
$15K
FCA
1427
FinTrust Capital Advisors
South Carolina
$15K +$2.15K +6 +14%
AFS
1428
Annapolis Financial Services
Maryland
$15K +$17.5K +49 New
HCP
1429
Hexagon Capital Partners
Arkansas
$14K +$1.07K +3 +7%
CL
1430
COWA LLC
Oklahoma
$14K +$16.1K +45 New
PP
1431
PrairieView Partners
Minnesota
$13K -$7.87K -22 -35%
OLVIG
1432
Oliver Lagore Vanvalin Investment Group
Michigan
$13K -$1.07K -3 -7%
TH
1433
TCTC Holdings
Texas
$13K
TCWA
1434
Ten Capital Wealth Advisors
Washington
$13K +$4.65K +13 +43%
ACM
1435
Absolute Capital Management
Pennsylvania
$12.9K +$15K +42 New
MGIM
1436
M&G Investment Management
United Kingdom
$12.1K -$179K -499 -1%
LFG
1437
Larson Financial Group
Missouri
$12K +$9.3K +26 +200%
BWM
1438
BerganKDV Wealth Management
Minnesota
$11K
BFPW
1439
BOK Financial Private Wealth
Colorado
$11K
SCA
1440
Stonebridge Capital Advisors
Minnesota
$11K +$6.8K +19 +112%
DIP
1441
DT Investment Partners
Pennsylvania
$11K +$12.9K +36 New
HI
1442
Harbour Investments
Wisconsin
$10K
TF
1443
TimeScale Financial
Massachusetts
$10K
MA
1444
MCF Advisors
Kentucky
$10K +$8.94K +25 +278%
LF
1445
Lee Financial
Texas
$9K
OIA
1446
Optimum Investment Advisors
Illinois
$9K
TSW
1447
Thompson Siegel & Walmsley
Virginia
$9K
TFA
1448
Toth Financial Advisory
Virginia
$9K
TSWM
1449
Tyler-Stone Wealth Management
Ohio
$9K
Kayne Anderson Rudnick Investment Management
1450
Kayne Anderson Rudnick Investment Management
California
$9K +$5.37K +15 +94%

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.