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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
LIC
301
Laurus Investment Counsel
Canada
$10.1M -$156K -570 -1%
NLGIA
302
Nippon Life Global Investors Americas
New York
$10.1M +$11.3M +41,080 New
AB
303
Amalgamated Bank
New York
$10M -$369K -1,347 -3%
DILIC
304
Dai-ichi Life Insurance Company
Japan
$9.97M -$7.56M -27,563 -40%
BL
305
Bleichroeder LP
New York
$9.8M
OAM
306
Oppenheimer Asset Management
New York
$9.71M +$320K +1,167 +3%
AAM
307
Advisors Asset Management
Colorado
$9.68M -$539K -1,964 -5%
Boston Partners
308
Boston Partners
Massachusetts
$9.65M +$177K +645 +2%
KWILP
309
Kiwi Wealth Investments Limited Partnership
New Zealand
$9.48M -$4.47M -16,290 -30%
SAM
310
Shell Asset Management
Netherlands
$9.37M -$2.37M -8,648 -18%
HighTower Advisors
311
HighTower Advisors
Illinois
$9.3M -$122K -444 -1%
PAS
312
Professional Advisory Services
Florida
$9.24M -$1M -3,648 -9%
LCM
313
Logan Capital Management
Pennsylvania
$9.11M +$40.6K +148 +0.4%
Osaic Holdings
314
Osaic Holdings
Arizona
$9.1M +$15.1M +54,880 New
BAMCO Inc
315
BAMCO Inc
New York
$9.09M +$1.04M +3,777 +11%
MPM
316
Meritage Portfolio Management
Kansas
$8.97M -$434K -1,582 -4%
FPS
317
Fieldpoint Private Securities
Connecticut
$8.9M +$4.39K +16 +0%
SCP
318
Steamboat Capital Partners
New York
$8.61M +$54K +197 +0.6%
MSA
319
Mason Street Advisors
Wisconsin
$8.54M
WIM
320
Waverton Investment Management
United Kingdom
$8.26M -$865K -3,155 -9%
PAI
321
Pittenger & Anderson Inc
Nebraska
$8.25M +$435K +1,587 +5%
BCM
322
Barometer Capital Management
Ontario, Canada
$8.24M -$7.16M -26,115 -44%
MOACM
323
Mutual of America Capital Management
New York
$8.16M +$38.1K +139 +0.4%
GT
324
Greenleaf Trust
Michigan
$8.11M +$679K +2,477 +8%
MCM
325
Maple Capital Management
Vermont
$7.98M +$1.32M +4,810 +17%