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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
EP
401
Edgestream Partners
New Jersey
$4.73M +$657K +2,395 +14%
LOAME
402
Lombard Odier Asset Management (Europe)
United Kingdom
$4.71M +$4.55M +16,586 +633%
BPC
403
Banque Pictet & Cie
Switzerland
$4.69M +$5.25M +19,150 New
SG Americas Securities
404
SG Americas Securities
New York
$4.68M -$3.41M -12,417 -39%
CGH
405
Crossmark Global Holdings
Texas
$4.57M +$60.3K +220 +1%
DCM
406
Decatur Capital Management
Georgia
$4.54M -$3.51M -12,785 -41%
SSWM
407
Smith Salley Wealth Management
North Carolina
$4.47M +$254K +926 +5%
PPSG
408
Princeton Portfolio Strategies Group
New Jersey
$4.47M -$72.1K -263 -1%
LIA
409
LS Investment Advisors
Michigan
$4.46M -$1.02M -3,702 -17%
HF
410
HRT Financial
New York
$4.46M +$5M +18,211 New
AIP
411
Ameritas Investment Partners
Nebraska
$4.42M -$117K -425 -2%
BBA
412
BLB&B Advisors
Pennsylvania
$4.42M +$335K +1,221 +7%
Hudson Bay Capital Management
413
Hudson Bay Capital Management
Connecticut
$4.41M -$2.06M -7,500 -29%
TAF
414
Tredje AP-fonden
Sweden
$4.4M -$964K -3,514 -16%
CTA
415
Colonial Trust Advisors
South Carolina
$4.37M -$3.05M -11,107 -38%
BDS
416
Banco de Sabadell
Florida
$4.36M +$3.11M +11,328 +175%
VanEck Associates
417
VanEck Associates
New York
$4.33M +$2.98M +10,872 +159%
BA
418
Bridgewater Associates
Connecticut
$4.32M +$4.84M +17,634 New
BCM
419
Birch Capital Management
Texas
$4.23M -$76K -277 -2%
HFS
420
Haverford Financial Services
Pennsylvania
$4.21M +$805K +2,936 +21%
RFC
421
Regions Financial Corp
Alabama
$4.18M -$56.2K -205 -1%
I
422
IberiaBank
Louisiana
$4.14M +$18.4K +67 +0.4%
KRS
423
Kentucky Retirement Systems
Kentucky
$4.09M +$1.13M +4,118 +33%
CHAM
424
Clear Harbor Asset Management
Connecticut
$4.08M -$28.3K -103 -0.6%
SLI
425
Sumitomo Life Insurance
Japan
$4.08M +$187K +683 +4%