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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
NFG
751
Next Financial Group
Texas
$429K +$413K +1,653 +1,653%
C
752
Cerebellum
California
$425K +$37.2K +149 +9%
EH
753
Employers Holdings
Nevada
$416K
HCMT
754
Highland Capital Management (Tennessee)
Tennessee
$416K
BG
755
Bellevue Group
Switzerland
$416K +$39K +156 +10%
ST
756
Spinnaker Trust
Maine
$414K +$44K +176 +12%
AIM
757
Arcadia Investment Management
Michigan
$412K
WCM
758
WealthBridge Capital Management
Ohio
$409K +$417K +1,668 New
ST
759
Smithfield Trust
Pennsylvania
$407K
DBRC
760
D.B. Root & Company
Pennsylvania
$406K -$36K -144 -8%
CL
761
CPWM LLC
Washington
$401K +$7.25K +29 +2%
GCC
762
Guardian Capital (Canada)
Ontario, Canada
$398K -$58.7K -235 -13%
CS
763
Comerica Securities
Michigan
$398K -$11K -44 -3%
BIC
764
Beach Investment Counsel
Pennsylvania
$392K
CS
765
Cannell & Spears
New York
$392K
NHC
766
Nicholas Hoffman & Company
Georgia
$390K -$31.2K -125 -7%
NAM
767
North American Management
Massachusetts
$389K
GFP
768
Gryphon Financial Partners
Ohio
$386K -$34.5K -138 -8%
CAN
769
Cetera Advisor Networks
California
$384K -$15.7K -63 -4%
SYBT
770
Stock Yards Bank & Trust
Kentucky
$380K
PVWM
771
Point View Wealth Management
New Jersey
$377K
BS
772
Bessemer Securities
New York
$374K +$381K +1,525 New
VWM
773
Venturi Wealth Management
Texas
$373K -$82.5K -330 -18%
HSA
774
HBK Sorce Advisory
Pennsylvania
$373K -$3.5K -14 -0.9%
FMLI
775
Fukoku Mutual Life Insurance
Japan
$367K -$625K -2,500 -63%