We are live on ! Find out more
SPGI icon

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
RT
701
Rockland Trust
Massachusetts
$539K +$562K +2,249 New
CWM
702
Confluence Wealth Management
Oregon
$538K +$61.2K +245 +13%
BL
703
BFSG LLC
California
$533K +$20.5K +82 +4%
PT
704
Plimoth Trust
Massachusetts
$531K -$140K -560 -21%
TNB
705
Thomasville National Bank
Georgia
$529K
DWT
706
Dorsey & Whitney Trust
South Dakota
$524K +$62.2K +249 +13%
PI
707
Putnam Investments
Massachusetts
$520K -$20.5K -82 -4%
CSIC
708
Clifford Swan Investment Counsel
California
$519K
QSS
709
Quantitative Systematic Strategies
Florida
$509K -$5.27M -21,093 -91%
ONB
710
Old National Bancorp
Indiana
$506K
HH
711
Hilltop Holdings
Texas
$505K +$180K +720 +54%
CT
712
Chicago Trust
Illinois
$500K +$10K +40 +2%
SAM
713
Sompo Asset Management
Japan
$497K +$170K +680 +50%
SCM
714
Shelton Capital Management
Colorado
$495K
FNC
715
First National Corp
Massachusetts
$490K
HT
716
Heritage Trust
Oklahoma
$490K
RCM
717
Radnor Capital Management
Pennsylvania
$490K
FA
718
Faithward Advisors
Pennsylvania
$490K +$500K +2,000 New
KFA
719
Krane Funds Advisors
New York
$489K +$471K +1,884 +1,697%
BP
720
BBR Partners
New York
$488K +$498K +1,992 New
JT
721
Jump Trading
Illinois
$484K +$494K +1,976 New
LWAC
722
Laurel Wealth Advisors (California)
California
$482K +$9K +36 +2%
EA
723
Emerald Advisers
Pennsylvania
$479K -$319K -1,275 -39%
GG
724
Gofen & Glossberg
Illinois
$478K
DCM
725
Dimension Capital Management
Florida
$476K