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S&P Global

1,114 hedge funds and large institutions have $49.7B invested in S&P Global in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 402 increasing their positions, 441 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 108

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

1.26% more ownership

Funds ownership: 83.11%84.37% (+1.3%)

1% more funds holding

Funds holding: 1,1071,114 (+7)

9% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 441

10% less capital invested

Capital invested by funds: $55.4B → $49.7B (-$5.72B)

10% less call options, than puts

Call options by funds: $217M | Put options by funds: $243M

Holders
1,114
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
24.55%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.15%
New
127
Increased
402
Reduced
441
Closed
108
Calls
$217M
Puts
$243M
Net Calls
-$25.1M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$21.7M +$746K +2,720 +3%
DADC
227
D.A. Davidson & Co
Montana
$21M +$6.49M +23,660 +38%
BRC
228
Bishop Rock Capital
New York
$20.3M -$2.08M -7,600 -8%
M&T Bank
229
M&T Bank
New York
$20.2M -$142K -519 -0.6%
AAM
230
Anglepoint Asset Management
Cayman Islands
$20.2M +$22.6M +82,300 New
JMPWA
231
JP Morgan Private Wealth Advisors
California
$20M +$8.15M +29,712 +57%
State of Tennessee, Department of Treasury
232
State of Tennessee, Department of Treasury
Tennessee
$19.7M -$1.89M -6,893 -8%
Massachusetts Financial Services
233
Massachusetts Financial Services
Massachusetts
$19.5M +$21.8M +79,595 New
RHAM
234
Round Hill Asset Management
California
$19.2M -$2.19M -7,997 -9%
AAM
235
Aureus Asset Management
Massachusetts
$18.8M +$264K +961 +1%
Federated Hermes
236
Federated Hermes
Pennsylvania
$18.7M +$18.8M +68,405 +853%
CP
237
Cumberland Partners
Ontario, Canada
$18.7M +$15.9M +57,984 +318%
NP
238
NS Partners
United Kingdom
$18.1M +$1.64M +5,964 +9%
1832 Asset Management
239
1832 Asset Management
Ontario, Canada
$18M -$11K -40 -0.1%
DekaBank Deutsche Girozentrale
240
DekaBank Deutsche Girozentrale
Germany
$18M +$558K +2,035 +3%
MGIM
241
M&G Investment Management
United Kingdom
$17.8M +$9.68M +35,300 +95%
ADEF
242
Adams Diversified Equity Fund
Maryland
$17.6M +$9.38M +34,200 +91%
BVDMP
243
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$17.5M
EOJOAM
244
E. Ohman J:or Asset Management
Sweden
$17.4M +$16.1M +58,820 +478%
PIA
245
Piedmont Investment Advisors
North Carolina
$16.9M +$1.31M +4,785 +7%
Truist Financial
246
Truist Financial
North Carolina
$16.8M +$3.73M +13,611 +25%
WIM
247
Weitz Investment Management
Nebraska
$16.8M +$18.8M +68,500 New
FAF
248
Fjarde Ap-fonden
Sweden
$16.3M -$137K -500 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
249
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.3M -$3.57M -13,000 -16%
TPM
250
Totem Point Management
New York
$16.3M +$502K +1,831 +3%