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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
GIA
601
Guyasuta Investment Advisors
Pennsylvania
$1.02M
TCOV
602
Trust Company of Vermont
Vermont
$1.02M +$67.2K +269 +7%
AIM
603
Anchor Investment Management
South Carolina
$1.01M -$7.5K -30 -0.7%
PCM
604
Prana Capital Management
Connecticut
$1M -$13.2M -52,644 -93%
AWE
605
Avidian Wealth Enterprises
Texas
$1M +$1.02M +4,091 New
WF
606
Welch & Forbes
Massachusetts
$992K
TNB
607
TCF National Bank
South Dakota
$992K +$1.01M +4,050 New
SWM
608
Segment Wealth Management
Texas
$990K -$17.5K -70 -2%
AT
609
Arden Trust
Delaware
$990K -$11.7K -47 -1%
EM
610
Excalibur Management
Massachusetts
$981K -$249K -997 -20%
BWP
611
Baldwin Wealth Partners
Massachusetts
$969K -$62.5K -250 -6%
RIM
612
Redwood Investment Management
Arizona
$946K +$256K +1,026 +36%
FTIOP
613
Fiduciary Trust International of Pennsylvania
Pennsylvania
$945K +$21.2K +85 +2%
PCP
614
Proficio Capital Partners
Massachusetts
$940K -$1.5K -6 -0.2%
HPIA
615
Hamilton Point Investment Advisors
North Carolina
$931K
MML Investors Services
616
MML Investors Services
Massachusetts
$927K +$7.5K +30 +0.8%
CI
617
Conning Inc
Connecticut
$923K +$2.5K +10 +0.3%
RBA
618
Richard Bernstein Advisors
New York
$911K
CC
619
ClearArc Capital
Ohio
$911K +$15K +60 +2%
ECM
620
ExodusPoint Capital Management
New York
$906K +$625K +2,500 +208%
DK
621
Darrell & King
Virginia
$903K
Luther King Capital Management (LKCM)
622
Luther King Capital Management (LKCM)
Texas
$900K
TRCT
623
Tower Research Capital (TRC)
New York
$876K -$4K -16 -0.4%
LFS
624
Legacy Financial Strategies
Kansas
$867K +$37K +148 +4%
CT
625
Coastline Trust
Rhode Island
$860K +$456K +1,825 +108%