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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
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$109M +$66.6M +186,025 +109%
Adage Capital Partners
127
Adage Capital Partners
Massachusetts
$106M -$46.3M -129,400 -27%
Citadel Advisors
128
Citadel Advisors
Florida
$103M +$101M +282,353 +500%
HTC
129
Haverford Trust Company
Pennsylvania
$100M +$5.32M +14,884 +5%
SFFS
130
Stonehage Fleming Financial Services
Jersey
$100M -$3.3M -9,231 -3%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$99.7M -$79.9M -223,390 -41%
TAMH
132
Taikang Asset Management (HK)
Hong Kong
$97.8M
Select Equity Group
133
Select Equity Group
New York
$94.3M -$57.4M -160,331 -34%
Prudential Financial
134
Prudential Financial
New Jersey
$93.8M -$2.57M -7,170 -2%
SGM
135
Skye Global Management
Florida
$93.6M +$33.3M +93,000 +44%
Point72 Asset Management
136
Point72 Asset Management
Connecticut
$93.3M -$64.4M -179,908 -37%
CIM
137
CCLA Investment Management
United Kingdom
$93.2M +$109M +304,252 New
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$92.6M -$12.8M -35,773 -11%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$90.8M +$10.9M +30,489 +11%
SO
140
STRS Ohio
Ohio
$88.8M -$656K -1,835 -0.6%
RG
141
Rathbones Group
United Kingdom
$86.5M +$757K +2,115 +0.8%
ACP
142
Atalan Capital Partners
New York
$84M +$16.8M +47,000 +21%
US Bancorp
143
US Bancorp
Minnesota
$82.2M -$575K -1,607 -0.6%
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$80M +$13.2M +36,850 +16%
Truist Financial
145
Truist Financial
North Carolina
$80M -$14.3M -39,991 -13%
MRG
146
Milestone Resources Group
British Virgin Islands
$74.9M
PG
147
Pendal Group
Australia
$72.7M -$23.7M -66,143 -22%
Flossbach Von Storch
148
Flossbach Von Storch
Germany
$72.3M +$8.28M +23,145 +11%
NONA
149
Ninety One North America
New York
$71M +$4.21M +11,768 +5%
Squarepoint
150
Squarepoint
New York
$70.4M +$78.1M +218,208 +1,766%

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.