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S&P Global

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
726
Veracity Capital
Georgia
$1.4M -$1.51M -3,682 -52%
WS
727
Wedbush Securities
California
$1.39M -$2.46K -6 -0.2%
FQ
728
First Quadrant
California
$1.39M -$428K -1,043 -24%
IC
729
IEQ Capital
California
$1.39M +$327K +796 +31%
WF
730
Welch & Forbes
Massachusetts
$1.38M +$41K +100 +3%
BJL
731
Brighton Jones LLC
Washington
$1.37M -$1.64K -4 -0.1%
EWM
732
Evercore Wealth Management
New York
$1.37M -$115K -279 -8%
DL
733
DOHJ LLC
Washington
$1.36M -$30.8K -75 -2%
ECM
734
Exchange Capital Management
Michigan
$1.35M
HWM
735
Hohimer Wealth Management
Washington
$1.34M +$98.9K +241 +8%
OIS
736
Okabena Investment Services
Minnesota
$1.34M +$1.34M +3,255 New
RIA
737
Regal Investment Advisors
Michigan
$1.32M +$1.32M +3,221 New
FTDI
738
First Trust Direct Indexing
Massachusetts
$1.31M +$366K +892 +39%
MA
739
Mezzasalma Advisors
New Jersey
$1.28M
WP
740
WMS Partners
Maryland
$1.25M
AIL
741
AGF Investments LLC
Ontario, Canada
$1.24M +$639K +1,557 +106%
Wealth Enhancement Advisory Services
742
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$1.24M +3,013 New
RCIM
743
Russell Clark Investment Management
United Kingdom
$1.23M
WA
744
WestEnd Advisors
North Carolina
$1.23M
GA
745
GoalVest Advisory
New York
$1.22M +$35.3K +86 +3%
DAS
746
Dynamic Advisor Solutions
Arizona
$1.21M +$24.6K +60 +2%
EA
747
Emerald Advisers
Pennsylvania
$1.21M
TC
748
Tatro Capital
Kentucky
$1.21M
FG
749
Foster Group
Iowa
$1.2M -$33.3K -81 -3%
ARMT
750
Amica Retiree Medical Trust
Rhode Island
$1.2M