S&P Global
SPGI
1,568 hedge funds and large institutions have $93.6B invested in S&P Global in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 541 increasing their positions, 627 reducing their positions, and 80 closing their positions.
123% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 80
19% more funds holding in top 10
Funds holding in top 10: 59 → 70 (+11)
6% more capital invested
Capital invested by funds: $87.9B → $93.6B (+$5.71B)
5% more funds holding
Funds holding: 1,499 → 1,568 (+69)
0.33% less ownership
Funds ownership: 86.12% → 85.79% (-0.33%)
1% less call options, than puts
Call options by funds: $614M | Put options by funds: $619M
14% less repeat investments, than reductions
Existing positions increased: 541 | Existing positions reduced: 627
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$474M |
| 2 |
Newport Trust Company
Washington,
District of Columbia
|
+$396M |
| 3 |
JP Morgan Chase
New York
|
+$384M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$230M |
| 5 |
Millennium Management
New York
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$876M |
| 2 |
BlackRock
New York
|
-$858M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$593M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$454M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$291M |
SPGI Hedge Fund Activity: Q4 2022 in Review
1,568 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2022, worth a combined $93.6B — up 6.5% from $87.9B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new SPGI positions and 80 closed out — a net gain of 98 holders — while 541 added to existing stakes and 627 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $474M. The largest seller was Goldman Sachs, cutting an estimated $876M.
- 1,568 institutional investors held S&P Global (SPGI) as of Q4 2022, up from 1,499 in Q3 2022.
- Funds reported $93.6B of S&P Global stock for Q4 2022, up 6.5% quarter-over-quarter.
- 178 funds opened new S&P Global positions in Q4 2022 and 80 closed out, a net change of +98 holders.
- The largest S&P Global buyer in Q4 2022 was Morgan Stanley, an estimated $474M added.
- The largest S&P Global seller in Q4 2022 was Goldman Sachs, an estimated $876M sold.
Based on aggregated 13F filings for Q4 2022.