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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
LWCFA
651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$716K +$143K +573 +24%
FWCM
652
Ferguson Wellman Capital Management
Oregon
$713K -$62.5K -250 -8%
WT
653
Whittier Trust
California
$704K +$26K +104 +4%
RMCM
654
Reynders McVeigh Capital Management
Massachusetts
$703K -$8.25K -33 -1%
LS
655
Livforsakringsbolaget Skandia
Sweden
$702K
DWM
656
Doyle Wealth Management
Florida
$697K
CAPTRUST Financial Advisors
657
CAPTRUST Financial Advisors
North Carolina
$696K -$25K -100 -3%
RIM
658
Rampart Investment Management
Connecticut
$693K -$91.5K -366 -11%
LWS
659
Lucia Wealth Services
California
$690K -$52.7K -211 -7%
CA
660
Clearstead Advisors
Ohio
$686K
KCM
661
Kanawha Capital Management
Virginia
$670K
WIA
662
Wealthstreet Investment Advisors
Texas
$666K
BJL
663
Brighton Jones LLC
Washington
$662K -$26.5K -106 -4%
CCA
664
Checchi Capital Advisers
California
$658K -$22K -88 -3%
IIC
665
Ironwood Investment Counsel
Arizona
$656K +$26.2K +105 +4%
NO
666
Ninety One
South Africa
$654K
WP
667
WealthShield Partners
North Carolina
$654K +$74.2K +297 +13%
SW
668
SVB Wealth
Massachusetts
$651K +$52.5K +210 +9%
Qube Research & Technologies (QRT)
669
Qube Research & Technologies (QRT)
United Kingdom
$646K +$136K +543 +26%
SF
670
Synovus Financial
Georgia
$643K +$18K +72 +3%
LOAME
671
Lombard Odier Asset Management (Europe)
United Kingdom
$642K
Tudor Investment Corp
672
Tudor Investment Corp
Connecticut
$640K +$653K +2,613 New
IAA
673
Independent Advisor Alliance
North Carolina
$637K -$35.2K -141 -5%
SPC
674
Sigma Planning Corp
Michigan
$637K +$250K +1,000 +62%
IWC
675
Integrated Wealth Concepts
Massachusetts
$637K +$650K +2,602 New