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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
IIM
776
Intact Investment Management
Quebec, Canada
$367K -$225K -900 -38%
BBA
777
Braun-Bostich & Associates
Pennsylvania
$367K -$99.2K -397 -21%
FNBOSM
778
First National Bank of South Miami
Florida
$367K
P
779
Pitcairn
Pennsylvania
$364K -$23.7K -95 -6%
CA
780
Centerpoint Advisors
Massachusetts
$364K
AW
781
Alpha Windward
Massachusetts
$359K -$250 -1 -0.1%
DZ Bank
782
DZ Bank
Germany
$353K
SSW
783
Smith Shellnut Wilson
Mississippi
$346K +$19.2K +77 +6%
MUS
784
Mitsubishi UFJ Securities
Japan
$343K +$82.5K +330 +31%
CEP
785
Chicago Equity Partners
Illinois
$341K -$669K -2,675 -66%
HFM
786
Harvest Fund Management
China
$339K +$346K +1,385 New
CCM
787
Crabel Capital Management
California
$336K +$342K +1,370 New
RTS
788
Round Table Services
New Jersey
$333K -$10.5K -42 -3%
WEC
789
Winslow Evans & Crocker
Massachusetts
$332K +$339K +1,356 New
SC
790
Savant Capital
Illinois
$331K +$3.75K +15 +1%
BP
791
Ballentine Partners
Massachusetts
$327K -$9.25K -37 -3%
JCM
792
Jacobi Capital Management
Pennsylvania
$325K +$250 +1 +0.1%
Fisher Asset Management
793
Fisher Asset Management
Washington
$324K +$42.7K +171 +15%
WA
794
Wambolt & Associates
Colorado
$323K -$104K -417 -24%
HB
795
Homrich & Berg
Georgia
$322K -$212K -850 -39%
RSS
796
Rosenblum Silverman Sutton
California
$321K -$13K -52 -4%
AI
797
Alphabet Inc
California
$318K +$324K +1,297 New
BCM
798
Brookstone Capital Management
Illinois
$317K -$210K -842 -39%
LIM
799
Leavell Investment Management
Alabama
$311K -$17.7K -71 -5%
ACA
800
Anchor Capital Advisors
Massachusetts
$310K