SPGI icon

S&P Global

896 hedge funds and large institutions have $43.4B invested in S&P Global in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 308 increasing their positions, 328 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+13
Holders Change %
+1.47%
% of All Funds
20.54%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.17%
New
78
Increased
308
Reduced
328
Closed
56
Calls
$136M
Puts
$85M
Net Calls
+$51.3M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BIC
701
Beach Investment Counsel
Pennsylvania
$326K
CT
702
Chicago Trust
Illinois
$326K
HCM
703
Harvest Capital Management
New Hampshire
$326K +$326K +1,600 New
EF
704
Empirical Finance
Pennsylvania
$320K +$320K +1,568 New
CAPTRUST Financial Advisors
705
CAPTRUST Financial Advisors
North Carolina
$317K -$31.4K -154 -9%
SYBT
706
Stock Yards Bank & Trust
Kentucky
$317K
CAM
707
Congress Asset Management
Massachusetts
$317K +$5.92K +29 +2%
FWM
708
Frontier Wealth Management
Missouri
$316K
CAN
709
Claraphi Advisory Network
United States
$313K +$48.8K +239 +18%
PVWM
710
Point View Wealth Management
New Jersey
$310K
UC
711
Unio Capital
New Jersey
$306K
HSA
712
HBK Sorce Advisory
Pennsylvania
$305K -$39.3K -193 -11%
CA
713
Centerpoint Advisors
Massachusetts
$303K -$10.2K -50 -3%
RSS
714
Rosenblum Silverman Sutton
California
$302K -$446K -2,191 -60%
WP
715
WealthShield Partners
North Carolina
$302K
AIC
716
Aurora Investment Counsel
Georgia
$301K -$1.08M -5,277 -78%
FA
717
FDx Advisors
Illinois
$301K -$140K -684 -32%
FSA
718
Franklin Street Advisors
North Carolina
$299K
DY
719
Dowling & Yahnke
California
$299K
WT
720
Whittier Trust
California
$298K
CL
721
CPWM LLC
Washington
$297K
AC
722
Alexandria Capital
Virginia
$296K
LSAG
723
Lake Street Advisors Group
New Hampshire
$294K -$32K -157 -10%
CAM
724
Cypress Asset Management
Texas
$291K +$291K +1,425 New
QCG
725
Quadrant Capital Group
Ohio
$290K