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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 %
BFM
851
Boothbay Fund Management
New York
$587K +$61K +169 +12%
PTC
852
Philadelphia Trust Company
Pennsylvania
$586K
SWA
853
Sutton Wealth Advisors
Florida
$579K
HCMT
854
Highland Capital Management (Tennessee)
Tennessee
$577K
BIC
855
Beach Investment Counsel
Pennsylvania
$577K
MWP
856
Meridian Wealth Partners
Pennsylvania
$577K
ARMT
857
Amica Retiree Medical Trust
Rhode Island
$573K
PSUF
858
People's United Financial
Connecticut
$570K -$11.2K -31 -2%
SFA
859
Souders Financial Advisors
Ohio
$566K -$9.38K -28 -2%
HKAM
860
Horizon Kinetics Asset Management
New York
$557K -$6.49K -18 -1%
PVWM
861
Point View Wealth Management
New Jersey
$555K
WP
862
WealthShield Partners
North Carolina
$554K -$68.8K -191 -11%
SC
863
Sepio Capital
Utah
$553K -$958K -2,658 -63%
BS
864
Bessemer Securities
New York
$550K
CC
865
Cadinha & Co
Hawaii
$548K +$548K +1,520 New
PFG
866
PAX Financial Group
Texas
$544K +$9.02K +25 +2%
NAM
867
North American Management
Massachusetts
$541K -$31.7K -88 -6%
HIM
868
Hillsdale Investment Management
Ontario, Canada
$541K +$21.3K +59 +4%
ATPW
869
Ashton Thomas Private Wealth
Arizona
$540K +$31K +86 +6%
CWM
870
Confluence Wealth Management
Oregon
$538K -$249K -1,015 -32%
FNBOH
871
First National Bank of Hutchinson
Kansas
$532K +$722 +2 +0.1%
SS
872
Sunbelt Securities
Texas
$531K -$15.2K -42 -3%
GT
873
Glenview Trust
Kentucky
$529K
CA
874
Cetera Advisors
Colorado
$528K +$149K +413 +39%
MCM
875
McKinley Capital Management
Alaska
$527K +$1.08K +3 +0.2%