We are live on ! Find out more
SPGI icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.93B -$75.8M -211,892 -0.7%
BlackRock
2
BlackRock
New York
$8.49B -$319M -892,026 -3%
State Street
3
State Street
Massachusetts
$4.69B -$53.5M -149,664 -1%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$2.68B
JP Morgan Chase
5
JP Morgan Chase
New York
$2.28B +$130M +363,632 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.09B +$110M +308,506 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.04B +$60.1M +167,986 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.82B -$61.2M -170,976 -3%
Goldman Sachs
9
Goldman Sachs
New York
$1.61B -$139M -387,862 -7%
Capital International Investors
10
Capital International Investors
California
$1.55B -$369M -1,031,312 -17%
Edgewood Management
11
Edgewood Management
Connecticut
$1.32B -$280M -782,322 -15%
Invesco
12
Invesco
Georgia
$1.28B -$19.1M -53,380 -1%
Capital World Investors
13
Capital World Investors
California
$1.26B -$726M -2,029,609 -33%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.12B -$663M -1,852,573 -34%
Northern Trust
15
Northern Trust
Illinois
$1.09B -$27.1M -75,780 -2%
Norges Bank
16
Norges Bank
Norway
$962M +$12.6M +35,336 +1%
Parnassus Investments
17
Parnassus Investments
California
$905M -$165M -460,351 -13%
Legal & General Group
18
Legal & General Group
United Kingdom
$884M -$33M -92,170 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$881M -$53.5M -149,574 -5%
Morgan Stanley
20
Morgan Stanley
New York
$880M -$75.9M -212,086 -7%
N
21
Nuveen
North Carolina
$850M -$9.59M -26,793 -1%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$796M +$9.09M +25,398 +1%
ClearBridge Investments
23
ClearBridge Investments
New York
$768M -$53.8M -150,423 -6%
Jennison Associates
24
Jennison Associates
New York
$712M +$10.6M +29,631 +1%
CCM
25
Cantillon Capital Management
New York
$646M -$6.72M -18,778 -0.9%

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.