SPGI ranks #140 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SPGI is a disclosed holding of Chris Hohn (TCI Fund Management), one of the tracked superinvestors on AlphaSMO — it makes up 10.9% of that fund's own 13F portfolio.
SPGI is a top-conviction position for Valley Forge Capital Management, LP — at 19.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SPGI belongs to BlackRock, Inc., but the position matters far more to Valley Forge Capital Management, LP, who has 19.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Fisher Funds Management LTD has added to its SPGI position for two straight quarters, increasing it by $49.6M to reach $53.3M today.
Sustainable Growth Advisers, LP has trimmed its SPGI position for two straight quarters, cutting it by $160.7M while still holding $161.4M.
SPGI is up 1.3% today, and institutions have been net buyers of $46.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.