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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
876
Highland Private Wealth Management
Washington
$200K +$204K +815 New
CC
877
Centiva Capital
New York
$200K +$204K +818 New
TI
878
Truehand Inc
New Hampshire
$196K
TC
879
Trust Company
Kansas
$196K
BDWM
880
Brewin Dolphin Wealth Management
Ireland
$196K
ASN
881
Advisory Services Network
Georgia
$185K
SB
882
Strategic Blueprint
Georgia
$180K +$184K +735 New
HAG
883
HighPoint Advisor Group
Illinois
$177K +$20K +80 +13%
GLI
884
Guardian Life Insurance
New York
$176K +$2K +8 +1%
SAS
885
Stelac Advisory Services
New York
$173K +$176K +706 New
CCA
886
Catalyst Capital Advisors
New York
$171K -$225K -900 -56%
LC
887
Lindbrook Capital
California
$168K -$2K -8 -1%
TL
888
TrueWealth LLC
Georgia
$153K
BFEC
889
Benjamin F. Edwards & Company
Missouri
$151K -$750 -3 -0.5%
IFAM
890
Institutional & Family Asset Management
Colorado
$148K +$7.5K +30 +5%
IA
891
IFP Advisors
Florida
$137K +$156K +626 New
VFA
892
Valeo Financial Advisors
Indiana
$125K +$6.75K +27 +6%
FL
893
Fort LP
Maryland
$122K +$124K +497 New
HI
894
Human Investing
Oregon
$119K -$38.2K -153 -24%
CIA
895
CSat Investment Advisory
Michigan
$106K +$11.7K +47 +12%
PCG
896
Private Capital Group
Connecticut
$93K -$10K -40 -10%
NSIM
897
North Star Investment Management
Illinois
$91K +$92.5K +370 New
ZB
898
Zions Bancorporation
Utah
$90K -$10.2K -41 -10%
FDCDDQ
899
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.2K +$60K +240 +207%
THWM
900
Taylor Hoffman Wealth Management
Virginia
$87K