SPGI icon

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 %
FGC
801
Financial Gravity Companies
Texas
$60K +$60K +308 New
AAMU
802
Amundi Asset Management US
Massachusetts
$59.9K -$9.6K -56,458 -14%
GWM
803
Geneos Wealth Management
Colorado
$55K +$10.3K +62 +23%
ARMC
804
American Research & Management Company
Massachusetts
$51K
FC
805
Ferris Capital
Massachusetts
$50K -$5.61K -33 -10%
WB
806
Webster Bank
Connecticut
$47K
NFG
807
Next Financial Group
Texas
$47K +$47K +277 New
WPA
808
West Paces Advisors
Georgia
$45.5K
AIM
809
Advantage Investment Management
Iowa
$45K +$24.2K +141 +117%
OC
810
Oakworth Capital
Alabama
$44K +$38.8K +230 +742%
QAM
811
QCI Asset Management
New York
$42K
FPFS
812
First Personal Financial Services
North Carolina
$40K -$3.56K -21 -8%
TWA
813
TCI Wealth Advisors
Arizona
$40K -$1.85K -11 -4%
EWM
814
Executive Wealth Management
Michigan
$36K +$36K +210 New
FTI
815
Fiduciary Trust International
Massachusetts
$35K +$35K +206 New
GAM
816
Gemmer Asset Management
California
$34K
LFA
817
Legacy Financial Advisors
Kentucky
$34K +$20.8K +124 +157%
BGIM
818
Brandywine Global Investment Management
Pennsylvania
$33K
HCM
819
Hilton Capital Management
New York
$33K +$33K +192 New
PFBT
820
Parkside Financial Bank & Trust
Missouri
$32K -$7.49K -44 -19%
PMFA
821
Plante Moran Financial Advisors
Michigan
$31K
WANY
822
Wealthspire Advisors (New York)
New York
$31K +$31K +180 New
LB
823
Legacy Bridge
Iowa
$30K +$30K +175 New
MNBTD
824
Moody National Bank Trust Division
Texas
$29K +$29K +173 New
MOS
825
MGO One Seven
Ohio
$28K +$28K +169 New