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S&P Global

1,640 hedge funds and large institutions have $127B invested in S&P Global in 2022 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 921 increasing their positions, 322 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,640
Holders Change
+109
Holders Change %
+7.12%
% of All Funds
25.95%
Holding in Top 10
91
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.88%
% of All Funds
1.44%
New
228
Increased
921
Reduced
322
Closed
107
Calls
$1.41B
Puts
$1.51B
Net Calls
-$106M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Shares
Change %
DL
876
DOHJ LLC
Washington
$1.32M +$48.8K +119 +4%
DAS
877
Dynamic Advisor Solutions
Arizona
$1.32M -$62.8K -153 -5%
APA
878
American Portfolios Advisors
New York
$1.32M +$575K +1,401 +78%
SFP
879
Shepherd Financial Partners
Massachusetts
$1.31M +$1.31M +3,203 New
TF
880
Threadgill Financial
Texas
$1.3M +$1.3M +3,178 New
ECM
881
Exchange Capital Management
Michigan
$1.3M +$26.2K +64 +2%
CCM
882
Coldstream Capital Management
Washington
$1.3M +$244K +595 +23%
EA
883
Emerald Advisers
Pennsylvania
$1.29M -$82.8K -202 -6%
BEI
884
Benjamin Edwards Inc
Missouri
$1.29M +$300K +731 +30%
HT
885
Heritage Trust
Oklahoma
$1.29M +$859K +2,093 +200%
WS
886
Wedbush Securities
California
$1.28M +$621K +1,513 +94%
MA
887
Mezzasalma Advisors
New Jersey
$1.28M
LS
888
Livforsakringsbolaget Skandia
Sweden
$1.28M +$305K +745 +31%
BRWA
889
B. Riley Wealth Advisors
Florida
$1.28M +$625K +1,524 +96%
DPI
890
Diversified Portfolios Inc
Michigan
$1.26M +$1.26M +3,066 New
FRA
891
Frank Rimerman Advisors
California
$1.26M +$4.1K +10 +0.3%
HLOC
892
H.L. Ormond & Company
North Carolina
$1.26M +$1.26M +3,061 New
FBT
893
First Bankers Trust
Kentucky
$1.26M +$33.2K +81 +3%
BFA
894
Beaumont Financial Advisors
Massachusetts
$1.25M +$82.9K +202 +7%
GFPC
895
Global Financial Private Client
Florida
$1.24M +$136K +333 +12%
SA
896
SRN Advisors
Pennsylvania
$1.24M +$13.1K +32 +1%
KPW
897
Kore Private Wealth
New York
$1.23M +$23K +56 +2%
AF
898
Advisornet Financial
Minnesota
$1.23M +$256K +625 +26%
FMAEN1
899
Fund Management at Engine No 1
California
$1.23M +$1.23M +2,999 New
OIS
900
Okabena Investment Services
Minnesota
$1.22M +$956K +2,331 +360%