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S&P Global

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
801
Venturi Wealth Management
Texas
$918K +$11.5K +28 +1%
BFM
802
Boston Financial Management
Massachusetts
$915K
CAM
803
Close Asset Management
United Kingdom
$908K +$11.9K +29 +1%
LWAM
804
Legacy Wealth Asset Management
Minnesota
$902K +$19.7K +48 +2%
AssetMark Inc
805
AssetMark Inc
California
$898K +$5.75K +14 +0.6%
TAM
806
Trust Asset Management
Texas
$896K +$96.4K +235 +12%
AWP
807
Accretive Wealth Partners
New Jersey
$895K +$58.3K +142 +7%
FNT
808
First National Trust
Pennsylvania
$881K +$118K +287 +15%
QCG
809
Quadrant Capital Group
Ohio
$880K +$136K +330 +18%
GSEP
810
Golden State Equity Partners
California
$880K +$880K +2,143 New
RT
811
Rockland Trust
Massachusetts
$879K -$91.9K -224 -9%
TAM
812
Trillium Asset Management
Massachusetts
$878K -$101K -245 -10%
BIM
813
Baldwin Investment Management
Pennsylvania
$872K -$20.5K -50 -2%
OFS
814
Orrstown Financial Services
Pennsylvania
$870K +$6.59K +16 +0.8%
PSUF
815
People's United Financial
Connecticut
$864K -$2.05K -5 -0.2%
MSAM
816
Moloney Securities Asset Management
Missouri
$864K +$864K +2,106 New
TAM
817
Townsend Asset Management
North Carolina
$862K
SP
818
Symmetry Partners
Connecticut
$862K
HBT
819
Heartland Bank & Trust
Illinois
$860K -$96.4K -235 -10%
EP
820
Edgestream Partners
New Jersey
$859K +$859K +2,092 New
AF
821
Advisornet Financial
Minnesota
$856K -$46K -112 -5%
BS
822
Bessemer Securities
New York
$856K
TI
823
Tidal Investments
Wisconsin
$856K +$412K +1,004 +93%
PFG
824
PAX Financial Group
Texas
$852K +$2.05K +5 +0.2%
CC
825
Caxton Corporation
New Jersey
$851K +$363K +884 +74%