We are live on ! Find out more
SPGI icon

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
PTC
801
Philadelphia Trust Company
Pennsylvania
$310K +$316K +1,265 New
FA
802
FDx Advisors
Illinois
$308K -$20K -80 -6%
SWA
803
Stratos Wealth Advisors
Ohio
$307K -$12.5K -50 -4%
DCM
804
Donaldson Capital Management
Indiana
$307K +$45.5K +182 +17%
FAAS
805
First Allied Advisory Services
California
$305K +$89.2K +357 +40%
RIM
806
Regent Investment Management
Kentucky
$302K
AC
807
Alexandria Capital
Virginia
$299K -$7.25K -29 -2%
CCT
808
Country Club Trust
Missouri
$296K
MIC
809
Meridian Investment Counsel
California
$295K
SBWM
810
Sunflower Bank Wealth Management
Arizona
$294K
HBT
811
Hills Bank & Trust
Iowa
$293K
Capstone Investment Advisors
812
Capstone Investment Advisors
New York
$291K -$255K -1,021 -46%
AAP
813
Arax Advisory Partners
Colorado
$290K +$500 +2 +0.2%
LSAG
814
Lake Street Advisors Group
New Hampshire
$290K +$17.2K +69 +6%
AIM
815
Axiom Investment Management
New York
$289K -$1.77M -7,086 -86%
AFG
816
Albion Financial Group
Utah
$287K
IBOK
817
Independence Bank of Kentucky
Kentucky
$286K
AWM
818
AE Wealth Management
Kansas
$283K +$22.2K +89 +8%
SICM
819
Sustainable Insight Capital Management
New York
$270K
DWM
820
Dorchester Wealth Management
Quebec, Canada
$269K
SIAS
821
Shine Investment Advisory Services
Colorado
$268K
IC
822
Intersect Capital
California
$266K
SIM
823
Sadoff Investment Management
Wisconsin
$263K
ECM
824
Elgethun Capital Management
South Dakota
$261K
JCM
825
Janney Capital Management
Pennsylvania
$261K