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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
FTIOP
651
Fiduciary Trust International of Pennsylvania
Pennsylvania
$928K +$8.23K +30 +0.8%
ED
652
Exane Derivatives
France
$924K -$183K -668 -15%
Cerity Partners
653
Cerity Partners
New York
$923K -$157K -571 -13%
BAM
654
Belpointe Asset Management
Nevada
$921K -$76.5K -279 -7%
AP
655
Appleton Partners
Massachusetts
$915K -$54.3K -198 -5%
NIT
656
NumerixS Investment Technologies
British Columbia, Canada
$912K -$1.28M -4,678 -56%
RBA
657
Richard Bernstein Advisors
New York
$912K
BHWM
658
Bar Harbor Wealth Management
New Hampshire
$905K -$90.8K -331 -8%
DK
659
Darrell & King
Virginia
$903K +$1.01M +3,687 New
WSFS
660
Wilmington Savings Fund Society
Delaware
$893K +$118K +430 +13%
CI
661
Conning Inc
Connecticut
$891K -$25.2K -92 -2%
SCA
662
Snowden Capital Advisors
New York
$887K -$17.6K -64 -2%
Wolverine Trading
663
Wolverine Trading
Illinois
$878K -$23M -83,970 -96%
CT
664
Coastline Trust
Rhode Island
$870K +$11K +40 +1%
LFS
665
Legacy Financial Strategies
Kansas
$859K -$55.7K -203 -5%
VLC
666
Van Leeuwen & Company
New Jersey
$857K -$1M -3,646 -51%
MERSOM
667
Municipal Employees' Retirement System of Michigan
Michigan
$855K
SF
668
Symphony Financial
Texas
$853K +$947K +3,454 New
CG
669
Colony Group
Massachusetts
$845K +$1.92K +7 +0.2%
PM
670
Parametrica Management
Hong Kong
$838K +$938K +3,418 New
ECM
671
Exchange Capital Management
Michigan
$828K +$927K +3,379 New
QI
672
Qtron Investments
Massachusetts
$820K +$918K +3,347 New
WP
673
WMS Partners
Maryland
$817K -$20.8K -76 -2%
CAPTRUST Financial Advisors
674
CAPTRUST Financial Advisors
North Carolina
$810K -$86.1K -314 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
675
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$809K -$4.55M -16,580 -83%