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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
SIC
1476
SJS Investment Consulting
Ohio
$3K +$2.86K +8 New
BCM
1477
Bourgeon Capital Management
Connecticut
$3K +$3.58K +10 New
HWP
1478
Highline Wealth Partners
California
$2.44K +$2.86K +8 New
ECM
1479
Estabrook Capital Management
New York
$2.14K +$2.5K +7 New
FEG
1480
Financial Enhancement Group
Indiana
$2K
MTIC
1481
Missouri Trust & Investment Company
Missouri
$2K
NFSG
1482
Newbridge Financial Services Group
Florida
$2K
RBC
1483
Roble Belko & Company
Pennsylvania
$2K
SWM
1484
Selective Wealth Management
Virginia
$2K
VNA
1485
Valley National Advisers
Pennsylvania
$2K +$716 +2 +67%
TLCM
1486
Twin Lakes Capital Management
California
$2K +$2.86K +8 New
FSWA
1487
Financial Synergies Wealth Advisors
Texas
$1.83K
MOS
1488
MGO One Seven
Ohio
$1.53K +$1.01M +2,825 +129%
BIM
1489
Baldwin Investment Management
Pennsylvania
$1.02K -$181K -505 -13%
PI
1490
PEAK6 Investments
Illinois
$1K -$25.4K -71 -96%
CWM
1491
Cedar Wealth Management
California
$1K -$1.43K -4 -50%
PO
1492
Private Ocean
California
$1K -$358 -1 -20%
NL
1493
NVWM LLC
Pennsylvania
$1K
MFT
1494
Moisand Fitzgerald Tamayo
Florida
$1K +$716 +2 New
PI
1495
PFS Investments
Georgia
$653 +$86.9K +243 +13%
PWP
1496
Principle Wealth Partners
Connecticut
$438
WWP
1497
WR Wealth Planners
Missouri
$305 +$358 +1 New
WIM
1498
Westside Investment Management
California
$15
SCP
1499
Soroban Capital Partners
New York
-$211M -626,640 Closed
Two Sigma Advisers
1500
Two Sigma Advisers
New York
-$145M -430,483 Closed

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.