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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
PTP
726
Platform Technology Partners
New York
$633K +$150K +547 +27%
KF
727
Krilogy Financial
Missouri
$633K +$708K +2,582 New
CC
728
Chicago Capital
Illinois
$630K -$196K -713 -22%
CCA
729
Checchi Capital Advisers
California
$629K -$28.3K -103 -4%
Acadian Asset Management
730
Acadian Asset Management
Massachusetts
$627K +$464K +1,692 +196%
BJL
731
Brighton Jones LLC
Washington
$624K +$6.58K +24 +1%
PA
732
Parallel Advisors
California
$624K +$193K +705 +38%
SMG
733
Spectrum Management Group
Indiana
$621K +$695K +2,535 New
S
734
SignatureFD
Georgia
$620K +$191K +697 +38%
GW
735
GW & Wade
Massachusetts
$616K -$68.6K -250 -9%
TAM
736
Trillium Asset Management
Massachusetts
$614K
GDP
737
Great Diamond Partners
Maine
$613K -$54.9K -200 -7%
USGIU
738
U.S. Global Investors (USGI)
Texas
$610K +$683K +2,489 New
SFS
739
Sowell Financial Services
Arkansas
$609K -$32.9K -120 -5%
CRC
740
Curi RMB Capital
Illinois
$608K -$139K -508 -17%
DTL
741
Dynamic Technology Lab
Singapore
$605K +$275K +1,002 +68%
WEC
742
Winslow Evans & Crocker
Massachusetts
$604K +$261K +950 +63%
CCP
743
Corient Capital Partners
California
$601K +$145K +529 +27%
CA
744
Commerzbank Aktiengesellschaft
Germany
$600K -$1.28M -4,658 -66%
RMCM
745
Reynders McVeigh Capital Management
Massachusetts
$600K -$87.8K -320 -12%
NA
746
NewEdge Advisors
Louisiana
$600K -$67.8K -247 -9%
SFSIG
747
San Francisco Sentry Investment Group
California
$600K +$37K +135 +6%
FA
748
FMA Advisory
Pennsylvania
$599K +$549 +2 +0.1%
CWM
749
Confluence Wealth Management
Oregon
$597K +$56.8K +207 +9%
JLBC
750
J.L. Bainbridge & Co
Florida
$592K +$823 +3 +0.1%