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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 %
SM
801
SG3 Management
Puerto Rico
$740K +$740K +2,250 New
APA
802
American Portfolios Advisors
New York
$739K -$94.3K -287 -11%
THWM
803
Taylor Hoffman Wealth Management
Virginia
$733K
DTC
804
Davidson Trust Company
Washington
$729K +$29.5K +90 +4%
SP
805
Symmetry Partners
Connecticut
$725K -$142K -431 -16%
LIM
806
Leavell Investment Management
Alabama
$721K -$7.23K -22 -1%
AssetMark Inc
807
AssetMark Inc
California
$720K -$8.09M -24,620 -92%
CAM
808
Close Asset Management
United Kingdom
$718K -$24.6K -75 -3%
FTDI
809
First Trust Direct Indexing
Massachusetts
$716K +$716K +2,179 New
BFM
810
Boston Financial Management
Massachusetts
$713K
CRC
811
Curi RMB Capital
Illinois
$707K -$60.1K -183 -8%
PAMP
812
Polar Asset Management Partners
Ontario, Canada
$702K +$702K +2,134 New
LNC
813
Lincoln National Corp
Pennsylvania
$699K +$699K +2,124 New
HBT
814
Heartland Bank & Trust
Illinois
$694K +$694K +2,112 New
FHA
815
Flagship Harbor Advisors
Massachusetts
$693K +$59.5K +181 +9%
AC
816
Athanor Capital
New York
$690K -$3.78M -11,499 -85%
SCA
817
Snowden Capital Advisors
New York
$690K +$18.4K +56 +3%
S
818
Seeyond
France
$686K -$64.7K -197 -9%
LWAM
819
Legacy Wealth Asset Management
Minnesota
$686K +$686K +2,087 New
RCAG
820
Rehmann Capital Advisory Group
Michigan
$684K +$55.5K +168 +9%
CT
821
Chicago Trust
Illinois
$677K +$10.9K +33 +2%
PWM
822
Palumbo Wealth Management
New York
$674K +$674K +2,050 New
ONB
823
Old National Bancorp
Indiana
$671K -$207K -628 -24%
CWM
824
Circle Wealth Management
New Jersey
$671K +$135K +410 +25%
FNT
825
First National Trust
Pennsylvania
$668K +$236K +718 +55%