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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
AIM
626
Anchor Investment Management
South Carolina
$1.06M +$9.33K +34 +0.8%
EI
627
Ethic Inc
New York
$1.05M +$150K +547 +15%
CEP
628
Chicago Equity Partners
Illinois
$1.04M +$191K +695 +19%
FHB
629
First Hawaiian Bank
Hawaii
$1.03M +$50.5K +184 +5%
CIC
630
Cutler Investment Counsel
Oregon
$1.03M -$5.49K -20 -0.5%
SWM
631
Segment Wealth Management
Texas
$1.02M +$33.5K +122 +3%
BUB
632
BBVA USA Bancshares
Texas
$1.02M -$59K -215 -5%
PA
633
Profund Advisors
Maryland
$1M -$210K -766 -16%
CAM
634
Cozad Asset Management
Illinois
$997K -$179K -651 -14%
CII
635
Capital International Inc
California
$996K +$1.12M +4,065 New
EM
636
Excalibur Management
Massachusetts
$981K
WF
637
Welch & Forbes
Massachusetts
$980K -$13.2K -48 -1%
AFM
638
Anson Funds Management
Texas
$980K +$357K +1,300 +48%
AAS
639
Avantax Advisory Services
Texas
$974K -$866K -3,156 -44%
IEFM
640
IQ EQ Fund Management
Ireland
$973K -$219K -800 -17%
AA
641
ALPS Advisors
Colorado
$967K -$848K -3,092 -44%
GIA
642
Guyasuta Investment Advisors
Pennsylvania
$954K -$76.8K -280 -7%
AFA
643
Abacus FCF Advisors
Florida
$954K +$1.09M +3,980 New
TNB
644
TCF National Bank
South Dakota
$953K -$17.6K -64 -2%
Luther King Capital Management (LKCM)
645
Luther King Capital Management (LKCM)
Texas
$949K
PGFC
646
Peapack-Gladstone Financial Corp
New Jersey
$941K -$611K -2,228 -37%
SV
647
Sturgeon Ventures
United Kingdom
$940K -$1.65K -6 -0.2%
OTPPB
648
Ontario Teachers' Pension Plan Board
Ontario, Canada
$936K +$238K +868 +29%
WC
649
Woodstock Corp
Massachusetts
$931K -$27.4K -100 -3%
HPIA
650
Hamilton Point Investment Advisors
North Carolina
$931K