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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 %
EF
776
Empirical Finance
Pennsylvania
$815K +$141K +429 +21%
SWM
777
SVA Wealth Management
Wisconsin
$807K +$371K +1,129 +85%
KWM
778
Kingsview Wealth Management
Oregon
$807K +$807K +2,455 New
GFPC
779
Global Financial Private Client
Florida
$798K -$65.7K -200 -8%
CCB
780
Cutter & Co Brokerage
Missouri
$798K +$59.5K +181 +8%
GA
781
GoalVest Advisory
New York
$797K +$797K +2,424 New
FA
782
FMA Advisory
Pennsylvania
$796K +$658 +2 +0.1%
JLBC
783
J.L. Bainbridge & Co
Florida
$796K +$657 +2 +0.1%
TAM
784
Trillium Asset Management
Massachusetts
$794K -$7.24K -22 -0.9%
CCA
785
Checchi Capital Advisers
California
$786K -$123K -375 -14%
DAS
786
Dynamic Advisor Solutions
Arizona
$786K +$110K +336 +16%
RT
787
Rockland Trust
Massachusetts
$778K -$11.5K -35 -1%
CG
788
Caprock Group
Idaho
$775K -$33.9K -103 -4%
BG
789
Bollard Group
Massachusetts
$773K
SC
790
SRB Corp
Massachusetts
$772K +$772K +2,349 New
BFA
791
Beaumont Financial Advisors
Massachusetts
$768K +$658 +2 +0.1%
S
792
SignatureFD
Georgia
$767K -$118K -358 -13%
PP
793
Patten & Patten
Tennessee
$762K +$362K +1,100 +90%
FNC
794
First National Corp
Massachusetts
$759K
TAM
795
Townsend Asset Management
North Carolina
$756K -$16.4K -50 -2%
BHWM
796
Bar Harbor Wealth Management
New Hampshire
$755K -$427K -1,300 -36%
AC
797
Arjuna Capital
North Carolina
$753K +$28K +85 +4%
NL
798
NVWM LLC
Pennsylvania
$749K +$743K +2,261 +13,300%
SFSIG
799
San Francisco Sentry Investment Group
California
$748K +$19.7K +60 +3%
MMG
800
Monetary Management Group
Missouri
$743K +$372K +1,130 +100%