S&P Global
SPGI
1,595 hedge funds and large institutions have $95.5B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 625 increasing their positions, 582 reducing their positions, and 86 closing their positions.
56% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 86
31% more call options, than puts
Call options by funds: $378M | Put options by funds: $289M
2.59% more ownership
Funds ownership: 86.55% → 89.14% (+2.6%)
2% more funds holding
Funds holding: 1,569 → 1,595 (+26)
7% more repeat investments, than reductions
Existing positions increased: 625 | Existing positions reduced: 582
2% more capital invested
Capital invested by funds: $94B → $95.5B (+$1.45B)
9% less funds holding in top 10
Funds holding in top 10: 70 → 64 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$267M |
| 2 |
BlackRock
New York
|
+$193M |
| 3 |
JP Morgan Chase
New York
|
+$187M |
| 4 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$125M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIS
Okabena Investment Services
Minneapolis,
Minnesota
|
-$596M |
| 2 |
State Street
Boston,
Massachusetts
|
-$301M |
| 3 |
N
Natixis
Paris,
France
|
-$216M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$216M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$208M |
SPGI Hedge Fund Activity: Q1 2023 in Review
1,595 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2023, worth a combined $95.5B — up 1.5% from $94B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new SPGI positions and 86 closed out — a net gain of 48 holders — while 625 added to existing stakes and 582 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Okabena Investment Services, cutting an estimated $596M.
- 1,595 institutional investors held S&P Global (SPGI) as of Q1 2023, up from 1,569 in Q4 2022.
- Funds reported $95.5B of S&P Global stock for Q1 2023, up 1.5% quarter-over-quarter.
- 134 funds opened new S&P Global positions in Q1 2023 and 86 closed out, a net change of +48 holders.
- The largest S&P Global buyer in Q1 2023 was Morgan Stanley, an estimated $267M added.
- The largest S&P Global seller in Q1 2023 was Okabena Investment Services, an estimated $596M sold.
Based on aggregated 13F filings for Q1 2023.