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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
GIP
251
Granite Investment Partners
California
$16.3M -$3.95M -14,415 -18%
SGI
252
Summit Global Investments
Utah
$16.1M -$3.51M -12,802 -16%
Comerica Bank
253
Comerica Bank
Texas
$16M -$287K -1,048 -2%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$15.9M
BIM
255
Bridges Investment Management
Nebraska
$15.5M +$2.24M +8,157 +15%
SOADOR
256
State of Alaska Department of Revenue
Alaska
$15.5M +$1.04M +3,783 +6%
MIM
257
MetLife Investment Management
New Jersey
$15.4M -$529K -1,928 -3%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$15.4M +$787K +2,869 +5%
ASRS
259
Arizona State Retirement System
Arizona
$15.3M -$236K -861 -1%
ERSOT
260
Employees Retirement System of Texas
Texas
$15.1M -$1.92M -7,000 -10%
TMAM
261
Tokio Marine Asset Management
Japan
$14.8M +$16.3M +59,378 +6,590%
JAM
262
Jupiter Asset Management
United Kingdom
$14.7M +$3.45M +12,587 +26%
RIG
263
Roosevelt Investment Group
New York
$14.6M +$132K +482 +0.8%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$14.6M +$80.1K +292 +0.5%
FWCM
265
Ferguson Wellman Capital Management
Oregon
$14.3M +$15.2M +55,246 +1,893%
XK
266
Xact Kapitalforvaltning
Sweden
$14.1M -$1.35M -4,922 -8%
PVH
267
Psagot Value Holdings
Israel
$13.8M +$11.6M +42,306 +302%
D.E. Shaw & Co
268
D.E. Shaw & Co
New York
$13.8M -$12.8M -46,526 -45%
WP
269
Wedgewood Partners
Missouri
$13.7M -$8.24M -30,054 -35%
PMAM
270
Picton Mahoney Asset Management
Ontario, Canada
$13.7M +$291K +1,060 +2%
EWA
271
EP Wealth Advisors
California
$13.4M -$262K -956 -2%
IMPI
272
Ilmarinen Mutual Pension Insurance
Finland
$13.4M +$14.9M +54,500 New
BF
273
BOK Financial
Oklahoma
$13.3M +$1.81M +6,603 +14%
Parallax Volatility Advisers
274
Parallax Volatility Advisers
California
$12.9M +$14.2M +51,935 +7,649%
CBUSF
275
Construction & Building Unions Superannuation Fund
Australia
$12.5M +$13.9M +50,840 New