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S&P Global

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
876
Jacobi Capital Management
Pennsylvania
$689K -$35.3K -86 -5%
ST
877
Spinnaker Trust
Maine
$684K
Acadian Asset Management
878
Acadian Asset Management
Massachusetts
$681K -$710K -1,730 -51%
TWI
879
Thomas White International
Illinois
$677K
GWAM
880
Guardian Wealth Advisors (Minnesota)
Minnesota
$673K -$12.7K -31 -2%
MWP
881
Meridian Wealth Partners
Pennsylvania
$670K
VWA
882
V Wealth Advisors
Kansas
$668K +$41.9K +102 +7%
PTC
883
Philadelphia Trust Company
Pennsylvania
$667K +$410 +1 +0.1%
PIP
884
Peachtree Investment Partners
Florida
$667K +$40.6K +99 +6%
SWA
885
Sutton Wealth Advisors
Florida
$664K -$410 -1 -0.1%
SGAM
886
Smith Group Asset Management
Texas
$662K -$9.56M -23,288 -94%
IC
887
Inverness Counsel
New York
$660K +$660K +1,607 New
DC
888
Davenport & Co
Virginia
$658K +$243K +593 +59%
BIC
889
Beach Investment Counsel
Pennsylvania
$657K
AWM
890
Altium Wealth Management
New York
$656K +$63.2K +154 +11%
SCM
891
Shelton Capital Management
Colorado
$653K
OPCM
892
Osborne Partners Capital Management
California
$651K
SXL
893
Summit X LLC
Missouri
$649K
MIM
894
Moseley Investment Management
Florida
$644K
CFFP
895
Center for Financial Planning
Michigan
$639K
SFO
896
Stokes Family Office
Louisiana
$631K +$117K +286 +23%
IWP
897
Icon Wealth Partners
Texas
$630K
HB
898
Homrich & Berg
Georgia
$629K +$1.23K +3 +0.2%
WP
899
WealthSource Partners
California
$628K -$148K -360 -19%
RSC
900
Red Spruce Capital
Pennsylvania
$627K +$18.5K +45 +3%