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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
KPCM
326
Kings Point Capital Management
New York
$7.89M +$1.54M +5,632 +21%
MIFH
327
Migdal Insurance & Financial Holdings
Israel
$7.89M -$70.2K -256 -0.8%
LPL Financial
328
LPL Financial
California
$7.85M -$254K -925 -3%
MAM
329
Martingale Asset Management
Massachusetts
$7.83M -$110K -401 -1%
HIMCH
330
Hartford Investment Management Co (HIMCO)
Connecticut
$7.72M +$966K +3,520 +13%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$7.65M +$7.71M +28,101 +897%
SMDAM
332
Sumitomo Mitsui DS Asset Management
Japan
$7.64M +$548K +1,999 +7%
CBT
333
Central Bank & Trust
Kentucky
$7.62M -$67.8K -247 -0.8%
BCM
334
BlueMar Capital Management
Florida
$7.41M -$4.43M -16,140 -35%
SIM
335
Sentry Investment Management
Wisconsin
$7.4M +$4.16M +15,181 +101%
MP
336
Munro Partners
Australia
$7.28M +$8.15M +29,703 New
MWA
337
Marshall Wace Asia
Hong Kong
$7.18M -$64.4M -234,903 -89%
OPERF
338
Oregon Public Employees Retirement Fund
Oregon
$7.03M -$12.5M -45,558 -61%
EAMA
339
EFG Asset Management (Americas)
Florida
$6.97M +$538K +1,960 +7%
Janney Montgomery Scott
340
Janney Montgomery Scott
Pennsylvania
$6.94M +$1.6M +5,828 +26%
DSAM
341
Dock Street Asset Management
Florida
$6.92M -$7.71M -28,112 -50%
BFO
342
Boston Family Office
Massachusetts
$6.91M
TFP
343
Triple Frond Partners
California
$6.89M +$7.71M +28,100 New
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$6.87M +$1.2M +4,378 +18%
FAF
345
Första AP-fonden
Sweden
$6.84M +$7.65M +27,900 New
DMIC
346
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.8M
SLAM
347
Swiss Life Asset Management
$6.63M -$399K -1,454 -5%
CIBC World Market
348
CIBC World Market
Ontario, Canada
$6.61M -$1.52M -5,543 -17%
BCIM
349
British Columbia Investment Management
British Columbia, Canada
$6.56M -$8.6M -31,350 -54%
TCM
350
Twin Capital Management
Pennsylvania
$6.47M -$94.6K -345 -1%