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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
RCAG
776
Rehmann Capital Advisory Group
Michigan
$494K +$553K +2,015 New
NB
777
NBT Bank
New York
$493K
BCM
778
Bayesian Capital Management
New York
$492K -$2.44M -8,894 -82%
ACI
779
Alpha Cubed Investments
California
$490K -$82.3K -300 -13%
RCM
780
Radnor Capital Management
Pennsylvania
$490K
BP
781
BBR Partners
New York
$482K -$34K -124 -6%
LWAC
782
Laurel Wealth Advisors (California)
California
$478K
FMWA
783
Forvis Mazars Wealth Advisors
Missouri
$476K +$823 +3 +0.2%
DCM
784
Dimension Capital Management
Florida
$473K -$3.02K -11 -0.6%
CG
785
Caprock Group
Idaho
$472K -$103K -374 -16%
GG
786
Gofen & Glossberg
Illinois
$472K -$6.86K -25 -1%
CCB
787
Cutter & Co Brokerage
Missouri
$465K -$4.11K -15 -0.8%
APA
788
American Portfolios Advisors
New York
$465K +$13.4K +49 +3%
EA
789
Emerald Advisers
Pennsylvania
$463K -$10.4K -38 -2%
NFG
790
Next Financial Group
Texas
$462K +$162K +590 +46%
ISL
791
Ingalls & Snyder LLC
New York
$453K
GCC
792
Guardian Capital (Canada)
Ontario, Canada
$453K +$16.5K +60 +3%
FHA
793
Flagship Harbor Advisors
Massachusetts
$450K +$45.8K +167 +10%
TSW
794
Thompson Siegel & Walmsley
Virginia
$447K -$549K -2,000 -52%
GAM
795
Griffin Asset Management
New York
$447K
Cetera Investment Advisers
796
Cetera Investment Advisers
Illinois
$444K -$16.5K -60 -3%
DCM
797
Donaldson Capital Management
Indiana
$444K +$68.8K +251 +16%
RIM
798
Rampart Investment Management
Connecticut
$443K -$318K -1,160 -39%
HH
799
Hilltop Holdings
Texas
$443K -$81.7K -298 -14%
KFA
800
Krane Funds Advisors
New York
$443K -$37K -135 -7%