We are live on ! Find out more
SPGI icon

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
TF
1526
Threadgill Financial
Texas
-$1.51M -4,480 Closed
BPGAM
1527
BTG Pactual Global Asset Management
Bermuda
-$1.28M -3,800 Closed
TPM
1528
Triasima Portfolio Management
Quebec, Canada
-$1.26M -3,750 Closed
DWM
1529
Darwin Wealth Management
Florida
-$1.3M -3,522 Closed
CCA
1530
Catalyst Capital Advisors
New York
-$1.12M -3,319 Closed
CCM
1531
Cinctive Capital Management
New York
-$1.06M -3,160 Closed
LCH
1532
Lee Capital Holdings
New York
-$1.05M -3,130 Closed
SDIC
1533
South Dakota Investment Council
South Dakota
-$984K -2,918 Closed
ARI
1534
Applied Research Investments
Delaware
-$952K -2,825 Closed
BCM
1535
Bayesian Capital Management
New York
-$914K -2,713 Closed
GTCM
1536
Gyon Technologies Capital Management
New Jersey
-$808K -2,396 Closed
Nomura Holdings
1537
Nomura Holdings
Japan
-$732K -2,135 Closed
D.E. Shaw & Co
1538
D.E. Shaw & Co
New York
-$741K -2,072 Closed
VEA
1539
Virtus ETF Advisers
New York
-$649K -1,924 Closed
DS
1540
DRW Securities
Illinois
-$626K -1,857 Closed
AMCA
1541
Arthur M. Cohen & Associates
Illinois
-$605K -1,794 Closed
MIS
1542
Morningstar Investment Services
Illinois
-$584K -1,748 Closed
AC
1543
Annandale Capital
Texas
-$578K -1,716 Closed
CBN
1544
Cadence Bank NA
Texas
-$537K -1,594 Closed
B
1545
Barings
North Carolina
-$526K -1,559 Closed
BWP
1546
BSW Wealth Partners
Colorado
-$490K -1,455 Closed
IF
1547
Intrua Financial
Texas
-$488K -1,447 Closed
OFA
1548
Oak Family Advisors
Illinois
-$480K -1,424 Closed
RGF
1549
Retirement Guys Formula
Ohio
-$478K -1,420 Closed
AT
1550
American Trust
Kentucky
-$470K -1,394 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.