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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
CI
201
Cooper Investors
Australia
$46.6M +$4.5M +12,573 +9%
MG
202
Markel Group
Virginia
$45.9M +$179K +500 +0.3%
ICG
203
InterOcean Capital Group
Tennessee
$45.8M +$7.81M +21,835 +17%
Treasurer of the State of North Carolina
204
Treasurer of the State of North Carolina
North Carolina
$45.1M -$1.24M -3,460 -2%
BMSSC
205
B. Metzler seel. Sohn & Co
Germany
$43.6M -$31.6M -88,336 -38%
TC
206
TwinBeech Capital
New York
$42.9M +$50.3M +140,529 New
SFI
207
Susquehanna Fundamental Investments
Pennsylvania
$42.8M +$50.2M +140,238 New
Bank of Nova Scotia
208
Bank of Nova Scotia
Ontario, Canada
$42.3M +$9.17M +25,621 +23%
DAM
209
Delta Asset Management
Tennessee
$42M -$96.2K -269 -0.2%
SCM
210
Snowhook Capital Management
New York
$41.7M +$13.2M +36,922 +37%
HPC
211
HM Payson & Co
Maine
$41.6M +$914K +2,555 +2%
CU
212
CDAM (UK)
United Kingdom
$41.6M -$71.6K -200 -0.1%
SIG
213
Senator Investment Group
New York
$41.2M -$14.3M -40,000 -23%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$41M +$1.28M +3,577 +3%
BC
215
Bartlett & Co
Ohio
$41M +$1.28M +3,577 +3%
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$40.9M +$47.9M +133,924 New
SFG
217
Sather Financial Group
Texas
$39.6M +$5.82M +16,272 +14%
PIM
218
Provident Investment Management
Michigan
$39.2M -$1.6M -4,465 -3%
CA
219
Cullinan Associates
Kentucky
$39.1M +$608K +1,700 +1%
Westfield Capital Management
220
Westfield Capital Management
Massachusetts
$39.1M -$9.56M -26,723 -17%
CS
221
Candriam SCA
Luxembourg
$38.7M +$6.9M +19,284 +18%
ACM
222
Alta Capital Management
Utah
$37.9M +$562K +1,572 +1%
EAM
223
Erste Asset Management
Austria
$37.6M -$604K -1,688 -1%
KeyBank National Association
224
KeyBank National Association
Ohio
$37.4M +$2.38M +6,663 +6%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$37M +$1.95M +5,462 +5%

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.