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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
PFG
826
PAX Financial Group
Texas
$417K +$403K +1,468 New
FNBOH
827
First National Bank of Hutchinson
Kansas
$416K +$152K +555 +49%
CSIC
828
Clifford Swan Investment Counsel
California
$415K -$108K -395 -19%
AIM
829
Arcadia Investment Management
Michigan
$412K
AMCA
830
Arthur M. Cohen & Associates
Illinois
$411K
WKWM
831
Walter & Keenan Wealth Management
Indiana
$411K +$481K +1,754 New
ST
832
Spinnaker Trust
Maine
$408K
GCP
833
GSA Capital Partners
United Kingdom
$405K -$571K -2,080 -56%
PCM
834
Penserra Capital Management
California
$400K +$307K +1,118 +484%
PTC
835
Philadelphia Trust Company
Pennsylvania
$398K -$65.8K -240 -13%
BIC
836
Beach Investment Counsel
Pennsylvania
$392K
MWP
837
Meridian Wealth Partners
Pennsylvania
$392K
VWM
838
Venturi Wealth Management
Texas
$391K +$28.5K +104 +7%
NAM
839
North American Management
Massachusetts
$389K
ARMT
840
Amica Retiree Medical Trust
Rhode Island
$389K +$145K +529 +50%
WCM
841
WealthBridge Capital Management
Ohio
$387K -$24.4K -89 -5%
MCM
842
McKinley Capital Management
Alaska
$387K +$5.21K +19 +1%
PV
843
Private Vista
Illinois
$384K -$77.9K -284 -15%
SPC
844
Sigma Planning Corp
Michigan
$384K -$55.1K -201 -11%
HSA
845
HBK Sorce Advisory
Pennsylvania
$381K -$5.21K -19 -1%
NHC
846
Nicholas Hoffman & Company
Georgia
$380K +$5.76K +21 +1%
PT
847
Plimoth Trust
Massachusetts
$379K -$72.7K -265 -15%
SC
848
Savant Capital
Illinois
$378K +$56.5K +206 +15%
PVWM
849
Point View Wealth Management
New Jersey
$377K
BS
850
Bessemer Securities
New York
$374K