S&P Global
SPGI
1,767 hedge funds and large institutions have $124B invested in S&P Global in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 630 increasing their positions, 636 reducing their positions, and 96 closing their positions.
176% more first-time investments, than exits
New positions opened: 265 | Existing positions closed: 96
29% more funds holding in top 10
Funds holding in top 10: 58 → 75 (+17)
23% more capital invested
Capital invested by funds: $100B → $124B (+$23.1B)
9% more funds holding
Funds holding: 1,623 → 1,767 (+144)
2.31% more ownership
Funds ownership: 86.27% → 88.57% (+2.3%)
1% less repeat investments, than reductions
Existing positions increased: 630 | Existing positions reduced: 636
49% less call options, than puts
Call options by funds: $750M | Put options by funds: $1.46B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.71B |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$392M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$243M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$202M |
| 5 |
SFFS
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$722M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$237M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$189M |
| 4 |
Jennison Associates
New York
|
-$153M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$152M |
SPGI Hedge Fund Activity: Q4 2023 in Review
1,767 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2023, worth a combined $124B — up 23% from $100B a quarter earlier.
Buyers outnumbered sellers: 265 funds opened new SPGI positions and 96 closed out — a net gain of 169 holders — while 630 added to existing stakes and 636 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.71B. The largest seller was JP Morgan Chase, cutting an estimated $722M.
- 1,767 institutional investors held S&P Global (SPGI) as of Q4 2023, up from 1,623 in Q3 2023.
- Funds reported $124B of S&P Global stock for Q4 2023, up 23% quarter-over-quarter.
- 265 funds opened new S&P Global positions in Q4 2023 and 96 closed out, a net change of +169 holders.
- The largest S&P Global buyer in Q4 2023 was Morgan Stanley, an estimated $1.71B added.
- The largest S&P Global seller in Q4 2023 was JP Morgan Chase, an estimated $722M sold.
Based on aggregated 13F filings for Q4 2023.