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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
AGM
876
Alpine Global Management
New York
$301K +$337K +1,230 New
WA
877
Wambolt & Associates
Colorado
$300K -$19.5K -71 -5%
JSC
878
Jackson Square Capital
California
$299K -$51.8K -189 -13%
WA
879
Wealth Alliance
New York
$299K +$335K +1,221 New
RIM
880
Regent Investment Management
Kentucky
$297K -$5.49K -20 -2%
MIC
881
Meridian Investment Counsel
California
$295K
AL
882
Aspiriant LLC
California
$295K +$329K +1,199 New
IAN
883
Integrated Advisors Network
Texas
$294K -$14.8K -54 -4%
HBT
884
Hills Bank & Trust
Iowa
$294K
SBWM
885
Sunflower Bank Wealth Management
Arizona
$294K
CFGS
886
Concourse Financial Group Securities
Alabama
$294K +$112K +410 +52%
ACA
887
Anchor Capital Advisors
Massachusetts
$291K -$1.1K -4 -0.3%
FAAS
888
First Allied Advisory Services
California
$290K +$92.2K +336 +40%
CL
889
CPWM LLC
Washington
$288K +$11.2K +41 +4%
IBOK
890
Independence Bank of Kentucky
Kentucky
$286K
HB
891
Homrich & Berg
Georgia
$284K -$52.7K -192 -14%
IA
892
IFP Advisors
Florida
$284K +$123K +450 +62%
VI
893
Versor Investments
New York
$284K +$318K +1,160 New
MCG
894
MACRO Consulting Group
New Jersey
$282K +$262K +954 New
SLG
895
Stanley-Laman Group
Pennsylvania
$281K +$314K +1,145 New
PWPS
896
Pinnacle Wealth Planning Services
Ohio
$279K +$92.2K +336 +42%
MMG
897
Monetary Management Group
Missouri
$277K +$310K +1,130 New
FCBT
898
First Citizens Bank & Trust
North Carolina
$276K +$52.4K +191 +20%
DWA
899
Douglass Winthrop Advisors
New York
$276K +$309K +1,128 New
SIAS
900
Shine Investment Advisory Services
Colorado
$272K