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S&P Global

1,267 hedge funds and large institutions have $68.3B invested in S&P Global in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 512 increasing their positions, 412 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+58
Holders Change %
+4.8%
% of All Funds
22.48%
Holding in Top 10
40
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-34.43%
% of All Funds
0.71%
New
162
Increased
512
Reduced
412
Closed
89
Calls
$685M
Puts
$509M
Net Calls
+$177M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Shares
Change %
DAC
751
Dividend Assets Capital
South Carolina
$934K +$934K +2,840 New
CG
752
Colony Group
Massachusetts
$930K -$405K -1,231 -30%
NHC
753
Nicholas Hoffman & Company
Georgia
$925K +$986 +3 +0.1%
AWC
754
Abundance Wealth Counselors
Pennsylvania
$923K +$164K +498 +22%
VAS
755
Vestmark Advisory Solutions
Massachusetts
$921K +$106K +321 +13%
CS
756
Cannell & Spears
New York
$908K
DWM
757
Doyle Wealth Management
Florida
$904K -$31.2K -95 -3%
KCM
758
Kanawha Capital Management
Virginia
$894K +$1.31K +4 +0.1%
PK
759
Pflug Koory
Nebraska
$883K
VF
760
Virtu Financial
New York
$877K +$877K +2,669 New
TWI
761
Thomas White International
Illinois
$872K +$3.61K +11 +0.4%
PTP
762
Platform Technology Partners
New York
$872K +$21.4K +65 +3%
WIA
763
Wealthstreet Investment Advisors
Texas
$869K
BCM
764
Brooktree Capital Management
Michigan
$858K -$29.2K -89 -3%
FMWA
765
Forvis Mazars Wealth Advisors
Missouri
$857K -$2.96K -9 -0.3%
BWP
766
Baldwin Wealth Partners
Massachusetts
$853K -$31.2K -95 -4%
OPCM
767
Osborne Partners Capital Management
California
$845K +$260K +790 +44%
WANY
768
Wealthspire Advisors (New York)
New York
$838K +$233K +708 +38%
HR
769
Howe & Rusling
New York
$835K
NFG
770
Nations Financial Group
Iowa
$831K +$28.6K +87 +4%
Members Trust
771
Members Trust
Florida
$829K -$47K -143 -5%
FA
772
FDx Advisors
Illinois
$829K -$22K -67 -3%
AF
773
Advisornet Financial
Minnesota
$827K -$1.97K -6 -0.2%
TPI
774
Tesco Pension Investment
United Kingdom
$819K +$97.1K +29,532 +13%
VPIM
775
Vanguard Personalized Indexing Management
California
$816K +$176K +537 +28%