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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
LFA
526
Lighthouse Financial Advisors
Maryland
$2.07M -$21.1K -77 -0.9%
ACA
527
Aptus Capital Advisors
Alabama
$2.07M -$18.4K -67 -0.8%
F
528
F3Logic
Minnesota
$2.07M -$166K -604 -6%
KCM
529
Kendall Capital Management
Maryland
$2.04M -$50.2K -183 -2%
NA
530
Navellier & Associates
Nevada
$2.01M -$35.1K -128 -2%
CTA
531
Chesley Taft & Associates
Illinois
$2M +$71.3K +260 +3%
Tudor Investment Corp
532
Tudor Investment Corp
Connecticut
$1.99M -$714K -2,604 -24%
PFPT
533
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.98M -$75.7K -276 -3%
IA
534
IndexIQ Advisors
New York
$1.98M +$2.19M +7,994 +9,295%
PI
535
Pettee Investors
Connecticut
$1.97M
ACM
536
AlphaCrest Capital Management
New York
$1.96M +$515K +1,878 +31%
KM
537
Kalos Management
Georgia
$1.93M -$212K -774 -11%
VC
538
Veracity Capital
Georgia
$1.93M +$203K +739 +10%
TRCT
539
Tower Research Capital (TRC)
New York
$1.92M +$2.12M +7,713 +5,756%
PF
540
Phoenix Financial
Israel
$1.92M +$2.21M +8,075 New
Voloridge Investment Management
541
Voloridge Investment Management
Florida
$1.92M +$2.15M +7,839 New
IG
542
ING Group
Netherlands
$1.92M -$24.2M -88,296 -92%
NC
543
Northcape Capital
Australia
$1.89M -$124K -452 -6%
SKK
544
Shepherd Kaplan Krochuk
Massachusetts
$1.88M -$85.9K -313 -4%
GKFF
545
George Kaiser Family Foundation
Oklahoma
$1.87M
MCWS
546
McKinley Carter Wealth Services
West Virginia
$1.84M +$2.06M +7,507 New
DIA
547
Dana Investment Advisors
Wisconsin
$1.82M +$123K +450 +6%
KRSITF
548
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.81M +$444K +1,619 +28%
LCM
549
Landscape Capital Management
New Jersey
$1.79M +$2.01M +7,314 New
FMBTD
550
First Midwest Bank Trust Division
Illinois
$1.78M -$12.1K -44 -0.6%