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Global Partners

101 hedge funds and large institutions have $560M invested in Global Partners in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

42% more capital invested

Capital invested by funds: $395M → $560M (+$165M)

5.54% more ownership

Funds ownership: 33.57%39.1% (+5.5%)

4% less funds holding

Funds holding: 105101 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $7.56M

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
29
Reduced
19
Closed
19
Calls
$4.49M
Puts
$7.56M
Net Calls
-$3.07M
Net Calls Change
-$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
S
76
SignatureFD
Georgia
$84.6K +$68.6K +2,000 New
CWM
77
Compass Wealth Management
Connecticut
$42.3K
MCM
78
Manchester Capital Management
Vermont
$42.3K
US Bancorp
79
US Bancorp
Minnesota
$40.8K
VFA
80
Virtus Fund Advisers
Connecticut
$39.3K
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$33.8K
JP Morgan Chase
82
JP Morgan Chase
New York
$32.2K -$18.6M -543,122 -100%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$23K +$7.1K +207 +63%
AAG
84
Armstrong Advisory Group
Massachusetts
$22.7K
SWM
85
Spire Wealth Management
Virginia
$21.9K
SPIA
86
Steward Partners Investment Advisory
New York
$21.2K
ME
87
McIlrath & Eck
Washington
$19.6K
POIA
88
Pin Oak Investment Advisors
Texas
$18K
Barclays
89
Barclays
United Kingdom
$16.1K -$14.4K -421 -53%
IGWM
90
ICA Group Wealth Management
Colorado
$12.7K +$10.3K +300 New
RMC
91
Resources Management Corp
Connecticut
$11K
MSFP
92
Mark Sheptoff Financial Planning
Connecticut
$8.46K
AA
93
AlphaMark Advisors
Kentucky
$8K
SHIM
94
Stone House Investment Management
Pennsylvania
$6.58K +$1.92K +56 +56%
SSB
95
Sandy Spring Bank
Maryland
$6.07K +$69 +2 +1%
PTC
96
Private Trust Company
Ohio
$5.29K
DJSG
97
D.J. St. Germain
Massachusetts
$5.08K
ASN
98
Advisory Services Network
Georgia
$4.23K +$3.43K +100 New
FFA
99
Farther Finance Advisors
California
$2.24K
FCMT
100
Founders Capital Management (Texas)
Texas
$321 +$34 +1 +14%