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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
PPW
1576
Pasadena Private Wealth
California
-$220K -653 Closed
IIA
1577
ICW Investment Advisors
Arizona
-$219K -650 Closed
JIP
1578
Jaffetilchin Investment Partners
Florida
-$217K -645 Closed
PFM
1579
Parsec Financial Management
North Carolina
-$216K -642 Closed
NAMP
1580
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$213K -633 Closed
ACM
1581
Allred Capital Management
Texas
-$212K -631 Closed
CFO
1582
Collective Family Office
Pennsylvania
-$213K -631 Closed
CIP
1583
Convergence Investment Partners
Florida
-$211K -626 Closed
SOW
1584
State of Wyoming
Wyoming
-$211K -626 Closed
V
1585
VeraBank
Texas
-$211K -626 Closed
SVWAG
1586
Sound View Wealth Advisors Group
Georgia
-$210K -622 Closed
KMWM
1587
Keudell/Morrison Wealth Management
Oregon
-$209K -621 Closed
BFA
1588
Bragg Financial Advisors
North Carolina
-$209K -620 Closed
HKIMG
1589
Hutchens & Kramer Investment Management Group
Indiana
-$211K -615 Closed
CIM
1590
Chapman Investment Management
California
-$207K -614 Closed
4WM
1591
44 Wealth Management
Oregon
-$206K -610 Closed
GKWIM
1592
Gerber Kawasaki Wealth & Investment Management
California
-$205K -610 Closed
CI
1593
CX Institutional
Indiana
-$204K -606 Closed
BPFA
1594
Barnes Pettey Financial Advisors
Mississippi
-$203K -603 Closed
TCWM
1595
Total Clarity Wealth Management
Illinois
-$203K -603 Closed
CCM
1596
Compton Capital Management
Rhode Island
-$202K -600 Closed
IWA
1597
IVC Wealth Advisors
Pennsylvania
-$202K -599 Closed
GCM
1598
Graham Capital Management
Connecticut
-$201K -597 Closed
CMP
1599
Courage Miller Partners
Virginia
-$201K -595 Closed
OAM
1600
Oak Asset Management
California
-$201K -595 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.