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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
AG
751
Algert Global
California
$589K +$659K +2,402 New
WS
752
Wedbush Securities
California
$588K -$9.33K -34 -1%
AC
753
Athanor Capital
New York
$588K +$27.4K +100 +4%
BFS
754
Bradley Foster & Sargent
Connecticut
$585K -$2.74K -10 -0.4%
TAM
755
Townsend Asset Management
North Carolina
$576K -$8.23K -30 -1%
RT
756
Rockland Trust
Massachusetts
$570K
MIA
757
MainStreet Investment Advisors
Illinois
$569K +$637K +2,321 New
DTC
758
Davidson Trust Company
Washington
$564K +$248K +903 +64%
VIA
759
Vident Investment Advisory
Georgia
$557K +$624K +2,274 New
PC
760
PA Capital
Virginia
$556K -$6.04K -22 -1%
CAM
761
Close Asset Management
United Kingdom
$554K -$30.2K -110 -5%
ALAM
762
Asahi Life Asset Management
Japan
$553K +$619K +2,255 New
OFS
763
OneAscent Financial Services
Alabama
$545K +$609K +2,222 New
IDBONY
764
Israel Discount Bank of New York
New York
$543K
LIM
765
Leavell Investment Management
Alabama
$543K +$259K +946 +74%
AC
766
Arjuna Capital
North Carolina
$537K +$11.2K +41 +2%
PWM
767
Perigon Wealth Management
California
$537K +$520K +1,895 New
MAFM
768
Mid Atlantic Financial Management
Pennsylvania
$534K -$55.7K -203 -9%
HFM
769
Harvest Fund Management
China
$531K +$177K +644 +42%
VAS
770
Vestmark Advisory Solutions
Massachusetts
$530K +$593K +2,161 New
TNB
771
Thomasville National Bank
Georgia
$529K
IC
772
IEQ Capital
California
$520K +$172K +627 +42%
DWT
773
Dorsey & Whitney Trust
South Dakota
$518K -$10.4K -38 -2%
PFS
774
Prospera Financial Services
Texas
$503K +$96.8K +353 +21%
ONB
775
Old National Bancorp
Indiana
$500K -$5.49K -20 -1%