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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
BFM
726
Boston Financial Management
Massachusetts
$476K +$485K +1,941 New
GFS
727
GYL Financial Synergies
Connecticut
$466K
PCM
728
Prelude Capital Management
New York
$465K -$404K -1,618 -46%
CCP
729
Corient Capital Partners
California
$465K +$98.5K +394 +26%
PV
730
Private Vista
Illinois
$464K
OPCM
731
Osborne Partners Capital Management
California
$461K
MCM
732
McKinley Capital Management
Alaska
$460K -$123K -494 -21%
MA
733
MANA Advisors
New York
$459K +$469K +1,875 New
HH
734
HWG Holdings
Texas
$457K -$91.2K -365 -16%
FMWA
735
Forvis Mazars Wealth Advisors
Missouri
$457K +$1.25K +5 +0.3%
FHA
736
Flagship Harbor Advisors
Massachusetts
$455K +$5.5K +22 +1%
ISL
737
Ingalls & Snyder LLC
New York
$453K -$100K -400 -18%
Cetera Investment Advisers
738
Cetera Investment Advisers
Illinois
$451K +$53K +212 +13%
GAM
739
Griffin Asset Management
New York
$447K +$6.5K +26 +1%
AIC
740
Aurora Investment Counsel
Georgia
$446K -$1.4M -5,618 -76%
QCG
741
Quadrant Capital Group
Ohio
$442K -$1.5K -6 -0.3%
CCB
742
Cutter & Co Brokerage
Missouri
$442K +$17.5K +70 +4%
SWA
743
Sutton Wealth Advisors
Florida
$441K
WPC
744
Waters Parkerson & Co
Louisiana
$441K
HAM
745
Highstreet Asset Management
Ontario, Canada
$436K
PA
746
Parallel Advisors
California
$436K +$65.5K +262 +17%
S
747
SignatureFD
Georgia
$435K +$73.5K +294 +20%
BOS
748
Bank of Stockton
California
$431K -$13.7K -55 -3%
NP
749
Ninepoint Partners
Ontario, Canada
$431K +$439K +1,758 New
HI
750
Horizon Investments
North Carolina
$430K -$415K -1,662 -49%