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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
HR
601
Howe & Rusling
New York
$1.2M -$4.05M -14,751 -75%
PCP
602
Proficio Capital Partners
Massachusetts
$1.2M +$92.2K +336 +9%
IB
603
Intrust Bank
Kansas
$1.2M +$134K +487 +11%
UFF
604
USA Financial Formulas
Michigan
$1.19M -$483K -1,762 -27%
SC
605
Scotia Capital
Ontario, Canada
$1.19M +$110K +401 +9%
OC
606
Oppenheimer & Co
New York
$1.18M +$9.33K +34 +0.7%
BTW
607
Boston Trust Walden
Massachusetts
$1.18M -$187K -681 -12%
RWA
608
River Wealth Advisors
Pennsylvania
$1.18M -$87.5K -319 -6%
SBIA
609
Sheaff Brock Investment Advisors
Indiana
$1.18M -$81.2K -296 -6%
CA
610
Clearstead Advisors
Ohio
$1.16M -$214K -780 -14%
NPA
611
Nichols & Pratt Advisers
Massachusetts
$1.15M -$84.2K -307 -6%
Twin Tree Management
612
Twin Tree Management
Texas
$1.15M +$466K +1,699 +57%
QI
613
QS Investors
New York
$1.15M -$37.6K -137 -3%
OPPTF
614
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.14M +$1.32M +4,796 New
B
615
Bailard
California
$1.14M -$9.88K -36 -0.8%
PWAG
616
Polaris Wealth Advisory Group
California
$1.13M +$13.7K +50 +1%
AIC
617
Ayalon Insurance Company
Israel
$1.11M +$1.31M +4,760 New
THWM
618
Taylor Hoffman Wealth Management
Virginia
$1.11M +$1.11M +4,057 +842%
MUAMU
619
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.1M -$1.1M -4,000 -47%
PCM
620
Parsons Capital Management
Rhode Island
$1.1M -$19.7K -72 -2%
AAP
621
Aristotle Atlantic Partners
Florida
$1.09M -$137K -500 -10%
SS
622
Simplicity Solutions
Minnesota
$1.09M +$591K +2,154 +95%
SC
623
Sepio Capital
Utah
$1.08M +$1.21M +4,400 New
SI
624
Stephens Inc
Arkansas
$1.07M -$91.1K -332 -7%
TCOV
625
Trust Company of Vermont
Vermont
$1.07M +$11.8K +43 +1%