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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
Victory Capital Management
176
Victory Capital Management
Texas
$59.6M -$10.6M -29,596 -13%
Lord, Abbett & Co
177
Lord, Abbett & Co
New Jersey
$59.4M +$5.83M +16,300 +9%
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$58.6M -$8.13M -22,727 -11%
William Blair & Company
179
William Blair & Company
Illinois
$58.1M -$2.21M -6,170 -3%
Asset Management One
180
Asset Management One
Japan
$57.5M -$443K -1,237 -0.7%
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$57.1M -$3.34M -9,326 -5%
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$57M -$8.17M -22,849 -11%
UCFA
183
United Capital Financial Advisors
Texas
$56.8M -$3.43M -9,593 -5%
Nomura Asset Management
184
Nomura Asset Management
Japan
$56.7M +$484K +1,353 +0.7%
CIC
185
Crawford Investment Counsel
Georgia
$54.5M +$788K +2,203 +1%
JWBC
186
John W. Bristol & Co
New York
$53.6M +$95.2K +266 +0.2%
MNG
187
Manning & Napier Group
New York
$51.8M -$915K -2,558 -1%
Vontobel Holding
188
Vontobel Holding
Switzerland
$51.2M -$3.73M -10,412 -6%
NC
189
Nicholas Company
Wisconsin
$50.5M +$3.58K +10 +0%
BHC
190
Bowen Hanes & Co
Florida
$50.2M -$1.78M -4,966 -3%
PAMS
191
Pictet Asset Management (Switzerland)
Switzerland
$50.2M -$1.2M -3,343 -2%
AIMCA
192
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$49.2M +$35M +97,794 +154%
BNP Paribas Financial Markets
193
BNP Paribas Financial Markets
France
$49M -$58.7M -164,023 -51%
NAM
194
Nissay Asset Management
Japan
$48.7M -$35.5M -99,096 -38%
JHP
195
James Hambro & Partners
United Kingdom
$48.7M -$887K -2,480 -2%
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$47.9M -$50M -139,874 -47%
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$47.6M -$1.12M -3,139 -2%
EAM
198
EULAV Asset Management
Florida
$47.5M -$2.5M -7,000 -4%
MAMU
199
Marathon Asset Management (UK)
United Kingdom
$47.4M -$45.3M -126,738 -45%
Toronto Dominion Bank
200
Toronto Dominion Bank
Ontario, Canada
$47.2M -$6.41M -17,926 -10%

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.