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Global Partners

74 hedge funds and large institutions have $221M invested in Global Partners in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

23% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.94M

11% more capital invested

Capital invested by funds: $198M → $221M (+$22.7M)

1% more funds holding

Funds holding: 7374 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.25% more ownership

Funds ownership: 27.19%27.45% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
19
Reduced
15
Closed
11
Calls
$2.4M
Puts
$1.94M
Net Calls
+$451K
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$530K +$12.9K +564 +3%
TIS
27
Tortoise Index Solutions
Kansas
$510K +$27.3K +1,191 +6%
VIA
28
Vident Investment Advisory
Georgia
$510K +$27.3K +1,191 +6%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$444K
Osaic Holdings
30
Osaic Holdings
Arizona
$414K +$45.9K +1,999 +13%
BWP
31
Baldwin Wealth Partners
Massachusetts
$411K
RIG
32
Roosevelt Investment Group
New York
$404K
Goldman Sachs
33
Goldman Sachs
New York
$403K -$2.06M -89,938 -84%
SW
34
SVB Wealth
Massachusetts
$399K -$834K -36,330 -68%
UBS Group
35
UBS Group
Switzerland
$365K +$26.3K +1,145 +8%
CA
36
Cetera Advisors
Colorado
$355K +$31.6K +1,375 +10%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$352K -$15.6K -679 -4%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$322K +$25.8K +1,122 +9%
GW
39
GW & Wade
Massachusetts
$310K
AIA
40
Arrow Investment Advisors
Maryland
$306K +$47.6K +2,075 +19%
RJT
41
Raymond James Trust
Florida
$305K
ST
42
Spinnaker Trust
Maine
$292K
JF
43
Jump Financial
Illinois
$275K +$269K +11,702 New
CCM
44
Cutler Capital Management
Massachusetts
$272K
Russell Investments Group
45
Russell Investments Group
United Kingdom
$247K -$312K -13,586 -56%
HighTower Advisors
46
HighTower Advisors
Illinois
$242K -$176K -7,660 -43%
EVM
47
Eaton Vance Management
Massachusetts
$117K
Wells Fargo
48
Wells Fargo
California
$115K -$77.7K -3,386 -41%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$114K +$111K +4,837 New
GWM
50
Geneos Wealth Management
Colorado
$112K