S&P Global
SPGI
1,594 hedge funds and large institutions have $95.4B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 623 increasing their positions, 581 reducing their positions, and 86 closing their positions.
57% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 86
30% more call options, than puts
Call options by funds: $378M | Put options by funds: $290M
2% more funds holding
Funds holding: 1,568 → 1,594 (+26)
7% more repeat investments, than reductions
Existing positions increased: 623 | Existing positions reduced: 581
2% more capital invested
Capital invested by funds: $93.6B → $95.4B (+$1.83B)
0.34% more ownership
Funds ownership: 85.79% → 86.13% (+0.34%)
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 |
State Street
Boston,
Massachusetts
|
-$301M |
| 2 |
N
Natixis
Paris,
France
|
-$216M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$216M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$208M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$194M |
SPGI Hedge Fund Activity: Q1 2023 in Review
1,594 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2023, worth a combined $95.4B — up 2% from $93.6B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new SPGI positions and 86 closed out — a net gain of 49 holders — while 623 added to existing stakes and 581 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was State Street, cutting an estimated $301M.
- 1,594 institutional investors held S&P Global (SPGI) as of Q1 2023, up from 1,568 in Q4 2022.
- Funds reported $95.4B of S&P Global stock for Q1 2023, up 2% quarter-over-quarter.
- 135 funds opened new S&P Global positions in Q1 2023 and 86 closed out, a net change of +49 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 State Street, an estimated $301M sold.
Based on aggregated 13F filings for Q1 2023.