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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
PSUF
851
People's United Financial
Connecticut
$372K +$416K +1,517 New
PFBT
852
Parkside Financial Bank & Trust
Missouri
$371K +$356K +1,297 +592%
BSW
853
Buckingham Strategic Wealth
Missouri
$363K +$406K +1,480 New
P
854
Pitcairn
Pennsylvania
$362K -$9.05K -33 -2%
EF
855
Empirical Finance
Pennsylvania
$354K +$141K +514 +55%
SSW
856
Smith Shellnut Wilson
Mississippi
$353K +$7.68K +28 +2%
SYBT
857
Stock Yards Bank & Trust
Kentucky
$348K
FNBOSM
858
First National Bank of South Miami
Florida
$345K -$4.11K -15 -1%
BP
859
Ballentine Partners
Massachusetts
$344K +$14.8K +54 +4%
YMRC
860
Yorktown Management & Research Company
Virginia
$343K +$384K +1,400 New
CA
861
Centerpoint Advisors
Massachusetts
$341K
BHTS
862
Bar Harbor Trust Services
Maine
$339K
AW
863
Alpha Windward
Massachusetts
$333K -$21.4K -78 -5%
EMG
864
ETF Managers Group
New Jersey
$332K +$37.3K +136 +11%
GFP
865
Gryphon Financial Partners
Ohio
$324K -$76.3K -278 -17%
NP
866
Ninepoint Partners
Ontario, Canada
$317K -$127K -463 -26%
CCT
867
Country Club Trust
Missouri
$317K +$12.3K +45 +4%
RSS
868
Rosenblum Silverman Sutton
California
$316K
TPCW
869
TD Private Client Wealth
New York
$313K +$5.76K +21 +2%
PP
870
Palladium Partners
Virginia
$312K
CC
871
Caldera Capital
Texas
$309K -$18.9M -69,006 -98%
EP
872
Eudaimonia Partners
Tennessee
$308K -$64.2K -234 -16%
WAM
873
Wealthspire Advisors (Maryland)
Maryland
$304K +$27.7K +101 +9%
IC
874
Intersect Capital
California
$304K +$38.7K +141 +13%
UB
875
UMB Bank
Missouri
$302K +$1.65K +6 +0.5%