SPGI icon

S&P Global

1,209 hedge funds and large institutions have $72.4B invested in S&P Global in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 423 increasing their positions, 487 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+35
Holders Change %
+2.98%
% of All Funds
24.46%
Holding in Top 10
61
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.15%
% of All Funds
1.23%
New
91
Increased
423
Reduced
487
Closed
48
Calls
$664M
Puts
$751M
Net Calls
-$86.4M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
OPCM
826
Osborne Partners Capital Management
California
$642K
RB
827
Rodgers Brothers
Pennsylvania
$642K
GFS
828
GYL Financial Synergies
Connecticut
$637K
EA
829
Emerald Advisers
Pennsylvania
$636K -$12.6K -35 -2%
MPW
830
Monterey Private Wealth
California
$633K +$1.44K +4 +0.2%
AMCA
831
Arthur M. Cohen & Associates
Illinois
$632K +$632K +1,754 New
GCGDR
832
Geo Capital Gestora de Recursos
Brazil
$622K +$622K +1,725 New
CA
833
Calton & Associates
Florida
$620K +$620K +1,718 New
SFSG
834
Sound Financial Strategies Group
Mississippi
$618K -$10.8K -30 -2%
AAP
835
Arax Advisory Partners
Colorado
$617K +$27.8K +77 +5%
CSIC
836
Clifford Swan Investment Counsel
California
$616K +$4.69K +13 +0.8%
VIA
837
Vident Investment Advisory
Georgia
$615K +$18.4K +51 +3%
NB
838
NBT Bank
New York
$613K -$113K -314 -16%
FA
839
Faithward Advisors
Pennsylvania
$613K
EH
840
Employers Holdings
Nevada
$613K
BG
841
Bellevue Group
Switzerland
$613K
AIM
842
Arcadia Investment Management
Michigan
$606K
CFFP
843
Center for Financial Planning
Michigan
$603K -$20.9K -58 -3%
HH
844
Hilltop Holdings
Texas
$601K -$20.6K -57 -3%
ST
845
Spinnaker Trust
Maine
$601K
HFM
846
Harvest Fund Management
China
$593K -$152K -417 -20%
SCM
847
Shelton Capital Management
Colorado
$592K -$14.4K -40 -2%
DCM
848
Donaldson Capital Management
Indiana
$590K -$73.9K -205 -11%
PC
849
PA Capital
Virginia
$588K +$32.1K +89 +6%
CWM
850
Circle Wealth Management
New Jersey
$588K +$34.6K +96 +6%