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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Silvercrest Asset Management
New York
$1.42M +$4K +16 +0.3%
BDS
552
Banco de Sabadell
Florida
$1.38M -$13.2K -53 -0.9%
EBT
553
Enterprise Bank & Trust
Massachusetts
$1.38M +$339K +1,356 +32%
MC
554
Machina Capital
France
$1.36M -$166K -663 -11%
Truist Financial
555
Truist Financial
North Carolina
$1.35M +$33.7K +135 +3%
NIT
556
NumerixS Investment Technologies
British Columbia, Canada
$1.35M +$500K +2,000 +57%
RWA
557
River Wealth Advisors
Pennsylvania
$1.34M -$74.2K -297 -5%
PA
558
Profund Advisors
Maryland
$1.33M -$253K -1,013 -16%
CK
559
Cohen Klingenstein
New York
$1.32M
FWM
560
Frontier Wealth Management
Missouri
$1.32M +$375K +1,500 +39%
SBIA
561
Sheaff Brock Investment Advisors
Indiana
$1.31M -$68.5K -274 -5%
AI
562
Atria Investments
North Carolina
$1.28M +$109K +436 +9%
RJT
563
Raymond James Trust
Florida
$1.27M -$15.7K -63 -1%
ECM
564
Everence Capital Management
Indiana
$1.26M
IEFM
565
IQ EQ Fund Management
Ireland
$1.25M -$48K -192 -4%
EWM
566
Elite Wealth Management
Washington
$1.25M -$84K -336 -6%
SPIA
567
Steward Partners Investment Advisory
New York
$1.24M +$638K +2,552 +101%
SI
568
Stephens Inc
Arkansas
$1.24M +$44.5K +178 +4%
Nomura Holdings
569
Nomura Holdings
Japan
$1.23M -$750 -3 -0.1%
TYCC
570
Texas Yale Capital Corp
Florida
$1.23M
NPA
571
Nichols & Pratt Advisers
Massachusetts
$1.23M -$14.2K -57 -1%
WCM
572
Whitener Capital Management
North Carolina
$1.22M -$25K -100 -2%
AAP
573
Aristotle Atlantic Partners
Florida
$1.21M -$125K -500 -9%
CAM
574
Cozad Asset Management
Illinois
$1.2M -$112K -450 -8%
Impax Asset Management Group
575
Impax Asset Management Group
United Kingdom
$1.19M +$102K +407 +9%