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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
MFG
1601
Menard Financial Group
Texas
-$200K -594 Closed
GCM
1602
Gladius Capital Management
Illinois
-$179K -530 Closed
PWM
1603
Prentice Wealth Management
New York
-$108K -319 Closed
VVP
1604
Venture Visionary Partners
Ohio
-$102K -303 Closed
HWA
1605
Heritage Wealth Advisors
Virginia
-$89K -265 Closed
AIL
1606
AGF Investments LLC
Ontario, Canada
-$48K -142 Closed
RCG
1607
Rock Creek Group
District of Columbia
-$38K -112 Closed
CWP
1608
Concord Wealth Partners
Virginia
-$37K -110 Closed
MMG
1609
Monetary Management Group
Missouri
-$34K -100 Closed
AW
1610
Avion Wealth
Texas
-$29K -87 Closed
CH
1611
Canton Hathaway
Rhode Island
-$27K -79 Closed
PFGIA
1612
Patriot Financial Group Insurance Agency
Massachusetts
-$26K -78 Closed
DWP
1613
Destiny Wealth Partners
Florida
-$26K -77 Closed
GKIM
1614
GW&K Investment Management
Massachusetts
-$16K -48 Closed
RG
1615
Retirement Group
California
-$10.7K -30 -97%
CCM
1616
Chilton Capital Management
Texas
-$10K -29 Closed
FBC
1617
Fairfield, Bush & Co
Connecticut
-$5K -15 Closed
HS
1618
Horan Securities
United States
-$4K -11 Closed
TWP
1619
TFO Wealth Partners
Ohio
-$4K -11 Closed
RIM
1620
Rockbridge Investment Management
New York
-$3.37K -10 Closed
GLLW
1621
Graves Light Lenhart Wealth
Virginia
-$3K -9 Closed
AFG
1622
Albion Financial Group
Utah
-$3K -8 Closed
SIAP
1623
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$3K -8 Closed
SFG
1624
Steward Financial Group
Texas
-$2K -8 Closed
SWM
1625
Sugarloaf Wealth Management
Georgia
-$2K -7 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.