S&P Global
SPGI
1,620 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 614 increasing their positions, 605 reducing their positions, and 103 closing their positions.
35% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 103
16% more capital invested
Capital invested by funds: $95.4B → $111B (+$15.7B)
13% more funds holding in top 10
Funds holding in top 10: 64 → 72 (+8)
2% more funds holding
Funds holding: 1,594 → 1,620 (+26)
1% more repeat investments, than reductions
Existing positions increased: 614 | Existing positions reduced: 605
0.32% more ownership
Funds ownership: 86.13% → 86.46% (+0.32%)
33% less call options, than puts
Call options by funds: $471M | Put options by funds: $708M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$576M |
| 2 |
JP Morgan Chase
New York
|
+$446M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$195M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$162M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$342M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$239M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$171M |
| 4 |
Renaissance Technologies
New York
|
-$164M |
| 5 |
Millennium Management
New York
|
-$145M |
SPGI Hedge Fund Activity: Q2 2023 in Review
1,620 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2023, worth a combined $111B — up 16% from $95.4B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new SPGI positions and 103 closed out — a net gain of 36 holders — while 614 added to existing stakes and 605 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $576M. The largest seller was BlackRock, cutting an estimated $342M.
- 1,620 institutional investors held S&P Global (SPGI) as of Q2 2023, up from 1,594 in Q1 2023.
- Funds reported $111B of S&P Global stock for Q2 2023, up 16% quarter-over-quarter.
- 139 funds opened new S&P Global positions in Q2 2023 and 103 closed out, a net change of +36 holders.
- The largest S&P Global buyer in Q2 2023 was Wellington Management Group, an estimated $576M added.
- The largest S&P Global seller in Q2 2023 was BlackRock, an estimated $342M sold.
Based on aggregated 13F filings for Q2 2023.