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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 %
PFS
826
Prospera Financial Services
Texas
$668K +$523K +1,589 +361%
RCM
827
Radnor Capital Management
Pennsylvania
$665K
RIM
828
Redwood Investment Management
Arizona
$660K -$74.9K -228 -10%
RMCM
829
Reynders McVeigh Capital Management
Massachusetts
$659K -$87.8K -267 -12%
PWM
830
Perigon Wealth Management
California
$647K +$19.7K +60 +3%
MMA
831
Miracle Mile Advisors
California
$646K +$646K +1,965 New
LWAC
832
Laurel Wealth Advisors (California)
California
$643K
BFM
833
Boothbay Fund Management
New York
$641K +$106K +324 +20%
WP
834
WealthSource Partners
California
$640K +$12.5K +38 +2%
MAFM
835
Mid Atlantic Financial Management
Pennsylvania
$637K +$25.3K +77 +4%
PJSIMP
836
P.J. Schmidt Investment Management (PJS)
Wisconsin
$637K +$339K +1,071 +114%
DCM
837
Dimension Capital Management
Florida
$634K
PA
838
Parallel Advisors
California
$632K -$153K -466 -20%
AIL
839
AGF Investments LLC
Ontario, Canada
$631K +$6.25K +19 +1%
O
840
Ossiam
France
$627K -$4.71M -14,334 -88%
PFG
841
PAX Financial Group
Texas
$627K +$131K +398 +26%
DIA
842
Dana Investment Advisors
Wisconsin
$625K -$1.35M -4,106 -68%
TW
843
Transform Wealth
Colorado
$619K +$619K +1,882 New
AWM
844
Avitas Wealth Management
California
$613K +$18.1K +55 +3%
DWT
845
Dorsey & Whitney Trust
South Dakota
$611K -$23K -70 -4%
ACI
846
Alpha Cubed Investments
California
$608K
ISL
847
Ingalls & Snyder LLC
New York
$608K
SFSG
848
Sound Financial Strategies Group
Mississippi
$602K +$37.8K +115 +7%
OFS
849
Orrstown Financial Services
Pennsylvania
$602K +$602K +1,832 New
ATPW
850
Ashton Thomas Private Wealth
Arizona
$602K +$109K +332 +22%