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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
NA
676
NewEdge Advisors
Louisiana
$634K +$374K +1,496 +138%
BFA
677
Brendel Financial Advisors
New Hampshire
$630K +$279K +1,117 +77%
APA
678
American Portfolios Advisors
New York
$624K +$257K +1,027 +68%
PC
679
PA Capital
Virginia
$622K -$342K -1,368 -35%
CC
680
Cedar Capital
Illinois
$621K +$633K +2,533 New
BAM
681
Belpointe Asset Management
Nevada
$620K -$2.5K -10 -0.4%
BFA
682
Beaumont Financial Advisors
Massachusetts
$618K +$6.25K +25 +1%
BFC
683
Blue Fin Capital
Rhode Island
$612K +$60K +240 +11%
CG
684
Caprock Group
Idaho
$607K +$90.2K +361 +17%
CG
685
Colony Group
Massachusetts
$605K
SFS
686
Sowell Financial Services
Arkansas
$604K +$616K +2,464 New
CGL
687
Clarius Group LLC
Washington
$601K +$38.5K +154 +7%
FA
688
FMA Advisory
Pennsylvania
$598K +$500 +2 +0.1%
JLBC
689
J.L. Bainbridge & Co
Florida
$590K +$750 +3 +0.1%
BFS
690
Bradley Foster & Sargent
Connecticut
$585K
WS
691
Wedbush Securities
California
$584K -$1.25K -5 -0.2%
CAM
692
Close Asset Management
United Kingdom
$580K
RCAG
693
Rehmann Capital Advisory Group
Michigan
$579K +$8K +32 +1%
ACI
694
Alpha Cubed Investments
California
$563K
MAFM
695
Mid Atlantic Financial Management
Pennsylvania
$550K -$78.5K -314 -12%
SFSIG
696
San Francisco Sentry Investment Group
California
$549K +$20K +80 +4%
WB
697
WesBanco Bank
West Virginia
$549K +$560K +2,240 New
VAS
698
Vestmark Advisory Solutions
Massachusetts
$544K +$2.5K +10 +0.5%
IDBONY
699
Israel Discount Bank of New York
New York
$542K -$25K -100 -4%
EMG
700
Ellington Management Group
Connecticut
$539K +$550K +2,200 New