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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
NB
551
Norinchukin Bank
Japan
$1.76M -$2.08M -7,583 -51%
FFA
552
First Foundation Advisors
California
$1.75M +$57.6K +210 +3%
JWCA
553
J.W. Coons Advisors
Ohio
$1.74M +$1.95M +7,113 New
NMIFOAC
554
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.72M
NC
555
NovaPoint Capital
Georgia
$1.71M -$53.5K -195 -3%
MYIA
556
Mount Yale Investment Advisors
Colorado
$1.7M -$26.9K -98 -1%
KA
557
Kintegral Advisory
New York
$1.69M +$212K +774 +13%
NAM
558
Nexpoint Asset Management
Texas
$1.67M -$1.15M -4,200 -38%
AIL
559
AGF Investments LLC
Ontario, Canada
$1.65M -$578K -2,109 -24%
MML Investors Services
560
MML Investors Services
Massachusetts
$1.64M +$741K +2,702 +68%
PP
561
Paloma Partners
Connecticut
$1.64M -$836K -3,047 -31%
ECM
562
Everence Capital Management
Indiana
$1.63M
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$1.62M -$45K -164 -2%
IRF
564
IBM Retirement Fund
New York
$1.59M +$603K +2,197 +51%
MME
565
Meag Munich Ergo
Germany
$1.59M -$826K -3,010 -32%
ACM
566
Ativo Capital Management
Illinois
$1.59M -$480K -1,749 -21%
CCM
567
Crestwood Capital Management
New York
$1.59M +$1.78M +6,480 New
Impax Asset Management Group
568
Impax Asset Management Group
United Kingdom
$1.57M +$293K +1,067 +20%
BBHC
569
Brown Brothers Harriman & Co
New York
$1.54M +$148K +539 +9%
PTC
570
Private Trust Company
Ohio
$1.5M +$26.6K +97 +2%
BOH
571
Bank of Hawaii
Hawaii
$1.48M -$16.7K -61 -1%
FWIA
572
Fort Washington Investment Advisors
Ohio
$1.47M -$6.01M -21,909 -78%
KFBMI
573
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.47M +$549K +2,000 +50%
ROTUOC
574
Regents of the University of California
California
$1.47M
FCI
575
Financial Counselors Inc
Kansas
$1.46M +$1.64M +5,961 New