S&P Global
SPGI
1,623 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 636 increasing their positions, 600 reducing their positions, and 105 closing their positions.
22% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 105
6% more repeat investments, than reductions
Existing positions increased: 636 | Existing positions reduced: 600
0% more funds holding
Funds holding: 1,621 → 1,623 (+2)
0.24% less ownership
Funds ownership: 86.51% → 86.27% (-0.24%)
10% less capital invested
Capital invested by funds: $111B → $100B (-$10.7B)
19% less funds holding in top 10
Funds holding in top 10: 72 → 58 (-14)
50% less call options, than puts
Call options by funds: $562M | Put options by funds: $1.12B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$719M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$385M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$346M |
| 4 |
Morgan Stanley
New York
|
+$169M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$603M |
| 2 |
JP Morgan Chase
New York
|
-$270M |
| 3 |
Goldman Sachs
New York
|
-$258M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$256M |
| 5 |
BlackRock
New York
|
-$184M |
SPGI Hedge Fund Activity: Q3 2023 in Review
1,623 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2023, worth a combined $100B — down 9.7% from $111B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new SPGI positions and 105 closed out — a net gain of 23 holders — while 636 added to existing stakes and 600 trimmed.
The largest buyer was Bank of America, adding an estimated $719M. The largest seller was Jennison Associates, cutting an estimated $603M.
- 1,623 institutional investors held S&P Global (SPGI) as of Q3 2023, up from 1,621 in Q2 2023.
- Funds reported $100B of S&P Global stock for Q3 2023, down 9.7% quarter-over-quarter.
- 128 funds opened new S&P Global positions in Q3 2023 and 105 closed out, a net change of +23 holders.
- The largest S&P Global buyer in Q3 2023 was Bank of America, an estimated $719M added.
- The largest S&P Global seller in Q3 2023 was Jennison Associates, an estimated $603M sold.
Based on aggregated 13F filings for Q3 2023.