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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
GM
1551
GeoWealth Management
Illinois
-$438K -1,299 Closed
XS
1552
XR Securities
Illinois
-$409K -1,212 Closed
LGA
1553
Lebenthal Global Advisors
New York
-$383K -1,139 Closed
CG
1554
Cutler Group
California
-$375K -1,048 Closed
DU
1555
Delphia (USA)
Ontario, Canada
-$309K -916 Closed
BCM
1556
Brookstone Capital Management
Illinois
-$308K -874 Closed
CWS
1557
Confluence Wealth Services
Pennsylvania
-$324K -839 Closed
BHCM
1558
Boulder Hill Capital Management
New York
-$270K -800 Closed
LAM
1559
LFS Asset Management
California
-$270K -800 Closed
NL
1560
NWAM LLC
Washington
-$271K -791 Closed
BSSFA
1561
Baron Silver Stevens Financial Advisors
Florida
-$264K -786 Closed
CCM
1562
CTC Capital Management
Illinois
-$264K -784 Closed
KM
1563
Kalos Management
Georgia
-$258K -754 Closed
LAS
1564
Lloyd Advisory Services
Georgia
-$252K -745 Closed
VWA
1565
V Wealth Advisors
Kansas
-$245K -728 Closed
FFG
1566
Fortem Financial Group
California
-$240K -713 Closed
Kovitz Investment Group Partners
1567
Kovitz Investment Group Partners
Illinois
-$240K -713 Closed
NFC
1568
Northeast Financial Consultants
Connecticut
-$236K -699 Closed
CWM
1569
Connecticut Wealth Management
Connecticut
-$229K -680 Closed
AIA
1570
Avalon Investment & Advisory
Texas
-$227K -674 Closed
RB
1571
Renasant Bank
Mississippi
-$227K -674 Closed
AF
1572
Alerus Financial
North Dakota
-$224K -664 Closed
CMS
1573
Capital Market Strategies
Florida
-$223K -662 Closed
NP
1574
NorthRock Partners
Minnesota
-$221K -655 Closed
VC
1575
Veracity Capital
Georgia
-$220K -654 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.