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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
TC
576
Tatro Capital
Kentucky
$1.44M -$246K -898 -13%
RA
577
RiverPark Advisors
New York
$1.43M -$1.04M -3,805 -39%
LAIC
578
Lederer & Associates Investment Counsel
California
$1.42M -$141K -515 -8%
SF
579
Synovus Financial
Georgia
$1.42M +$747K +2,724 +88%
SAM
580
Silvercrest Asset Management
New York
$1.42M
EBT
581
Enterprise Bank & Trust
Massachusetts
$1.41M -$20.6K -75 -1%
ECM
582
ETrade Capital Management
Virginia
$1.4M -$134K -490 -8%
Dodge & Cox
583
Dodge & Cox
California
$1.4M
LFASL
584
Lugano Financial Advisors SA (LFA)
Switzerland
$1.36M -$35.4K -129 -3%
PG
585
Pendal Group
Australia
$1.36M -$878K -3,200 -37%
TYCC
586
Texas Yale Capital Corp
Florida
$1.34M +$82.3K +300 +6%
CK
587
Cohen Klingenstein
New York
$1.32M
ET
588
Equitable Trust
Tennessee
$1.3M -$114K -417 -7%
SAM
589
Sompo Asset Management
Japan
$1.3M +$686K +2,500 +89%
SPIA
590
Steward Partners Investment Advisory
New York
$1.3M +$41.7K +152 +3%
VI
591
Vestcor Inc
New Brunswick, Canada
$1.28M +$273K +995 +23%
AWM
592
AE Wealth Management
Kansas
$1.25M +$616K +2,246 +79%
RJT
593
Raymond James Trust
Florida
$1.24M +$7.68K +28 +0.6%
EWM
594
Elite Wealth Management
Washington
$1.24M +$3.57K +13 +0.3%
ACA
595
Atlas Capital Advisors
Wyoming
$1.24M -$211K -769 -13%
ICM
596
IMS Capital Management
Oregon
$1.23M -$233K -850 -14%
RI
597
Redwood Investments
Massachusetts
$1.23M
MRCM
598
M&R Capital Management
New Jersey
$1.23M +$721K +2,630 +111%
WCM
599
Whitener Capital Management
North Carolina
$1.23M
WG
600
Winton Group
United Kingdom
$1.22M -$1.88M -6,837 -58%