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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
AF
676
Advisornet Financial
Minnesota
$788K -$7.68K -28 -0.9%
BFA
677
Brendel Financial Advisors
New Hampshire
$786K -$23.3K -85 -3%
OIS
678
Okabena Investment Services
Minnesota
$780K +$874K +3,185 New
CS
679
Comerica Securities
Michigan
$769K +$427K +1,555 +98%
CIP
680
Convergence Investment Partners
Florida
$769K +$861K +3,138 New
WP
681
WealthSource Partners
California
$765K +$132K +481 +18%
TCM
682
Thames Capital Management
New Jersey
$762K -$2.44M -8,899 -74%
FBFS
683
First Business Financial Services
Wisconsin
$747K -$20.3K -74 -2%
AT
684
Arden Trust
Delaware
$744K -$167K -609 -17%
PK
685
Pflug Koory
Nebraska
$744K
EB
686
Eastern Bank
Massachusetts
$742K
CC
687
Cedar Capital
Illinois
$736K +$35.4K +129 +4%
VFM
688
Viking Fund Management
North Dakota
$735K
ASN
689
Advisory Services Network
Georgia
$730K +$24.1K +88 +3%
QCG
690
Quadrant Capital Group
Ohio
$722K +$205K +749 +34%
BFM
691
Boston Financial Management
Massachusetts
$720K +$274K +999 +51%
SW
692
SVB Wealth
Massachusetts
$718K -$19.7K -72 -2%
BFC
693
Blue Fin Capital
Rhode Island
$714K +$94.1K +343 +13%
OC
694
Oakmont Corp
California
$705K
NO
695
Ninety One
South Africa
$705K +$57.3K +209 +8%
BFM
696
Boothbay Fund Management
New York
$697K -$29.9K -109 -4%
DWM
697
Doyle Wealth Management
Florida
$697K
AI
698
Atom Investors
Texas
$695K +$778K +2,837 New
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$691K -$27.4K -100 -3%
HI
700
Horizon Investments
North Carolina
$690K +$104K +380 +16%