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S&P Global

892 hedge funds and large institutions have $35.6B invested in S&P Global in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 283 increasing their positions, 355 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-15
Holders Change %
-1.65%
% of All Funds
19.91%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.91%
New
111
Increased
283
Reduced
355
Closed
118
Calls
$85.5M
Puts
$54.3M
Net Calls
+$31.3M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
776
Kaizen Advisory
Illinois
$117K +$13.9K +82 +14%
CLM
777
ClearBridge LLC (Maryland)
Maryland
$116K
CAW
778
Cornerstone Advisors (Washington)
Washington
$109K +$5.28K +31 +5%
EIM
779
Essex Investment Management
Massachusetts
$108K +$108K +633 New
TL
780
TrueWealth LLC
Georgia
$106K
IIM
781
Ipswich Investment Management
Massachusetts
$106K +$106K +625 New
BFEC
782
Benjamin F. Edwards & Company
Missouri
$105K +$7.49K +44 +8%
HI
783
Human Investing
Oregon
$104K +$104K +613 New
LC
784
Lindbrook Capital
California
$103K +$103K +609 New
BCP
785
Blue Chip Partners
Michigan
$102K +$339 +2 +0.3%
ASN
786
Advisory Services Network
Georgia
$101K -$3.06K -18 -3%
ZB
787
Zions Bancorporation
Utah
$99K +$64.4K +378 +186%
RE
788
RBC Europe
United Kingdom
$85K
CFA
789
Carroll Financial Associates
North Carolina
$84K -$2.78K -16 -3%
SFG
790
SevenBridge Financial Group
Pennsylvania
$79K
JCM
791
Jacobi Capital Management
Pennsylvania
$77K
Capstone Investment Advisors
792
Capstone Investment Advisors
New York
$74K -$628K -3,691 -89%
FANJ
793
Financial Architects (New Jersey)
New Jersey
$74K -$9.84K -58 -12%
NSG
794
Nalls Sherbakoff Group
Tennessee
$68K +$68K +400 New
NIT
795
NumerixS Investment Technologies
British Columbia, Canada
$67K -$783K -4,676 -92%
AIA
796
Alera Investment Advisors
Illinois
$64K +$64K +375 New
PCG
797
Private Capital Group
Connecticut
$62K -$9.57K -56 -13%
JA
798
JOYN Advisors
Georgia
$62K +$51.3K +301 +478%
AAP
799
Arax Advisory Partners
Colorado
$61K +$5.79K +34 +10%
THWM
800
Taylor Hoffman Wealth Management
Virginia
$60K