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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
WTC
801
WhitTier Trust Company
Nevada
$443K +$452K +1,647 +1,023%
SWA
802
Sutton Wealth Advisors
Florida
$442K +$823 +3 +0.2%
HIM
803
Hillsdale Investment Management
Ontario, Canada
$442K -$35.7K -130 -7%
LSAG
804
Lake Street Advisors Group
New Hampshire
$442K +$158K +577 +47%
FA
805
Faithward Advisors
Pennsylvania
$441K -$54.9K -200 -10%
WPC
806
Waters Parkerson & Co
Louisiana
$441K
KWM
807
Kingsview Wealth Management
Oregon
$441K +$494K +1,800 New
WIS
808
Wright Investors Service
Connecticut
$438K +$3.29K +12 +0.7%
SFA
809
Souders Financial Advisors
Ohio
$437K +$489K +1,784 New
OPCM
810
Osborne Partners Capital Management
California
$436K
CAN
811
Cetera Advisor Networks
California
$435K +$40.3K +147 +9%
GFS
812
GYL Financial Synergies
Connecticut
$432K -$51.6K -188 -10%
AWM
813
Avitas Wealth Management
California
$431K -$758K -2,764 -61%
MPW
814
Monterey Private Wealth
California
$429K -$14K -51 -3%
SFSG
815
Sound Financial Strategies Group
Mississippi
$428K -$1.06M -3,868 -69%
SCM
816
Shelton Capital Management
Colorado
$426K
CFFP
817
Center for Financial Planning
Michigan
$426K +$2.74K +10 +0.6%
BOS
818
Bank of Stockton
California
$425K -$6.86K -25 -1%
IAA
819
Independent Advisor Alliance
North Carolina
$422K -$219K -799 -32%
CT
820
Chicago Trust
Illinois
$422K -$87.8K -320 -16%
S
821
Seeyond
France
$418K -$239K -873 -32%
BG
822
Bellevue Group
Switzerland
$417K
EH
823
Employers Holdings
Nevada
$417K
FMLI
824
Fukoku Mutual Life Insurance
Japan
$417K
HCMT
825
Highland Capital Management (Tennessee)
Tennessee
$417K