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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
FNC
701
First National Corp
Massachusetts
$685K
GFPC
702
Global Financial Private Client
Florida
$684K +$1.1K +4 +0.1%
CCM
703
Covington Capital Management
California
$678K +$747K +2,725 +6,813%
CS
704
Cannell & Spears
New York
$677K +$318K +1,161 +73%
LBA
705
Lowell Blake & Associates
Massachusetts
$674K
KCM
706
Kanawha Capital Management
Virginia
$668K
PAS
707
Park Avenue Securities
New York
$667K +$488K +1,780 +189%
WANY
708
Wealthspire Advisors (New York)
New York
$667K +$531K +1,937 +247%
IWC
709
Integrated Wealth Concepts
Massachusetts
$665K +$26.9K +98 +4%
IIM
710
Intact Investment Management
Quebec, Canada
$662K -$82.3K -300 -10%
BWP
711
Baldwin Wealth Partners
Massachusetts
$659K -$347K -1,265 -32%
BFA
712
Beaumont Financial Advisors
Massachusetts
$657K -$8.78K -32 -1%
OMC
713
Old Mission Capital
Illinois
$655K +$733K +2,674 New
LS
714
Livforsakringsbolaget Skandia
Sweden
$654K +$219K +800 +43%
TWI
715
Thomas White International
Illinois
$648K +$725K +2,643 New
LWS
716
Lucia Wealth Services
California
$647K -$9.88K -36 -1%
FA
717
FDx Advisors
Illinois
$644K +$268K +976 +59%
CGL
718
Clarius Group LLC
Washington
$643K +$53.8K +196 +8%
HKAM
719
Horizon Kinetics Asset Management
New York
$642K -$139K -506 -16%
IWS
720
Insight Wealth Strategies
California
$641K -$1.29M -4,685 -64%
IIC
721
Ironwood Investment Counsel
Arizona
$639K -$20.6K -75 -3%
BCM
722
Brooktree Capital Management
Michigan
$639K +$54.3K +198 +8%
WIA
723
Wealthstreet Investment Advisors
Texas
$637K
WB
724
WesBanco Bank
West Virginia
$636K +$26.6K +97 +4%
WP
725
WealthShield Partners
North Carolina
$634K -$89.4K -326 -11%