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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 %
CFFP
876
Center for Financial Planning
Michigan
$549K
ST
877
Spinnaker Trust
Maine
$547K
PIA
878
Pinion Investment Advisors
Kansas
$544K +$206K +625 +61%
NIM
879
NuWave Investment Management
New Jersey
$541K +$410K +1,246 +312%
BP
880
Ballentine Partners
Massachusetts
$539K -$240K -730 -31%
PTC
881
Philadelphia Trust Company
Pennsylvania
$534K
SWA
882
Sutton Wealth Advisors
Florida
$531K +$2.3K +7 +0.4%
CSIC
883
Clifford Swan Investment Counsel
California
$529K -$32.9K -100 -6%
TAM
884
Trust Asset Management
Texas
$528K +$123K +373 +30%
CAM
885
Cresset Asset Management
Illinois
$527K +$81.6K +248 +18%
DCM
886
Donaldson Capital Management
Indiana
$526K -$12.2K -37 -2%
MWP
887
Meridian Wealth Partners
Pennsylvania
$526K
HCMT
888
Highland Capital Management (Tennessee)
Tennessee
$526K
BIC
889
Beach Investment Counsel
Pennsylvania
$526K
SCM
890
Shelton Capital Management
Colorado
$523K -$16.4K -50 -3%
ARMT
891
Amica Retiree Medical Trust
Rhode Island
$522K
MIH
892
Meitav Investment House
Israel
$511K -$17.8M -54,286 -97%
BDWM
893
Brewin Dolphin Wealth Management
Ireland
$507K +$92K +280 +22%
PVWM
894
Point View Wealth Management
New Jersey
$506K
RIA
895
Regal Investment Advisors
Michigan
$506K +$506K +1,540 New
WP
896
WealthShield Partners
North Carolina
$505K -$329 -1 -0.1%
SXL
897
Summit X LLC
Missouri
$504K +$66.3K +200 +15%
HB
898
Homrich & Berg
Georgia
$503K +$39.1K +119 +8%
OTPPB
899
Ontario Teachers' Pension Plan Board
Ontario, Canada
$502K -$1.34M -4,078 -73%
PWP
900
Principle Wealth Partners
Connecticut
$502K +$214K +650 +74%