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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
FA
1451
Fortis Advisors
Pennsylvania
$8K
IAS
1452
IMA Advisory Services
Colorado
$8K
SWA
1453
SOA Wealth Advisors
New York
$7K -$3.94K -11 -31%
SIS
1454
Sound Income Strategies
Florida
$7K -$358 -1 -4%
NIC
1455
Northwest Investment Counselors
Oregon
$7K
SC
1456
Schubert & Co
Texas
$7K +$2.86K +8 +50%
ONST
1457
Old North State Trust
North Carolina
$7K +$7.87K +22 New
BA
1458
Bellwether Advisors
Nebraska
$7K +$8.94K +25 New
APW
1459
Acima Private Wealth
Virginia
$6.72K
PCH
1460
Polar Capital Holdings
United Kingdom
$6.37K +$1.31M +3,648 +21%
FGAM
1461
Financial Gravity Asset Management
Texas
$6.22K -$2.55M -7,139 -50%
ACA
1462
Atlas Capital Advisors
Wyoming
$6.11K -$3.58K -10 -33%
SC
1463
Sierra Capital
Florida
$6K
UFF
1464
USA Financial Formulas
Michigan
$5K -$358 -1 -6%
WAM
1465
Worth Asset Management
Texas
$5K
GI
1466
Gradient Investments
Minnesota
$5K +$2.5K +7 +78%
JWM
1467
Janiczek Wealth Management
Colorado
$4K -$14K -39 -75%
DI
1468
Disciplined Investments
Oklahoma
$4K -$358 -1 -7%
APC
1469
Aspire Private Capital
North Carolina
$4K
CWM
1470
Castle Wealth Management
Florida
$4K
HDIM
1471
Hanson & Doremus Investment Management
Vermont
$4K
MCM
1472
Manchester Capital Management
Vermont
$4K
BCMLT
1473
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
SCA
1474
Stuart Chaussee & Associates
California
$3K
S
1475
Surevest
California
$3K

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.