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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
SGM
626
Skye Global Management
Florida
$857K +$875K +3,500 New
SCA
627
Snowden Capital Advisors
New York
$847K +$376K +1,505 +77%
BFM
628
Boothbay Fund Management
New York
$846K -$2.5M -10,008 -74%
MERSOM
629
Municipal Employees' Retirement System of Michigan
Michigan
$843K
DTL
630
Dynamic Technology Lab
Singapore
$841K +$858K +3,433 New
WP
631
WMS Partners
Maryland
$836K +$105K +422 +14%
CC
632
Chicago Capital
Illinois
$804K -$86.5K -346 -10%
JCM
633
Jacobsen Capital Management
Utah
$800K -$176K -703 -18%
HI
634
HBK Investments
Texas
$798K +$814K +3,257 New
WSFS
635
Wilmington Savings Fund Society
Delaware
$796K +$1.5K +6 +0.2%
Federated Hermes
636
Federated Hermes
Pennsylvania
$788K +$193K +771 +31%
FBFS
637
First Business Financial Services
Wisconsin
$769K
AF
638
Advisornet Financial
Minnesota
$767K +$40.2K +161 +5%
TAM
639
Trillium Asset Management
Massachusetts
$766K +$147K +589 +23%
HKAM
640
Horizon Kinetics Asset Management
New York
$765K -$38K -152 -5%
USAA
641
United Services Automobile Association
Texas
$763K -$46.8M -187,176 -98%
FHB
642
First Hawaiian Bank
Hawaii
$758K -$48.5K -194 -6%
MRCM
643
M&R Capital Management
New Jersey
$753K +$50K +200 +7%
EB
644
Eastern Bank
Massachusetts
$747K +$66.2K +265 +10%
GW
645
GW & Wade
Massachusetts
$746K
PK
646
Pflug Koory
Nebraska
$744K
VFM
647
Viking Fund Management
North Dakota
$735K
CRC
648
Curi RMB Capital
Illinois
$731K -$17K -68 -2%
Northwestern Mutual Wealth Management
649
Northwestern Mutual Wealth Management
Wisconsin
$720K +$79.5K +318 +12%
S
650
Seeyond
France
$720K +$558K +2,231 +315%