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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
MAM
901
Meeder Asset Management
Ohio
$82K +$18.2K +73 +28%
GWM
902
Geneos Wealth Management
Colorado
$81K
CTB
903
Country Trust Bank
Illinois
$78K
CIM
904
Contravisory Investment Management
Massachusetts
$75K
AWM
905
Avior Wealth Management
Nebraska
$74K -$34.2K -137 -31%
CAM
906
CenterStar Asset Management
Illinois
$74K
CA
907
Crewe Advisors
Utah
$73K -$308K -1,231 -80%
ARMC
908
American Research & Management Company
Massachusetts
$73K
CYG
909
Clean Yield Group
Vermont
$73K
AIM
910
AIA Investment Management
Singapore
$72K +$73K +292 New
WB
911
Webster Bank
Connecticut
$68K
AssetMark Inc
912
AssetMark Inc
California
$66K -$749K -2,998 -92%
RIA
913
Realta Investment Advisors
Delaware
$65K +$38.2K +153 +137%
WPA
914
West Paces Advisors
Georgia
$64.4K
OC
915
Oakworth Capital
Alabama
$64K
MAM
916
Magellan Asset Management
Australia
$58K
BCA
917
Berman Capital Advisors
Georgia
$56K +$1.25K +5 +2%
FPFS
918
First Personal Financial Services
North Carolina
$55K -$2.5K -10 -4%
TWA
919
TCI Wealth Advisors
Arizona
$52K
TA
920
Thor Advisors
New York
$52K +$52.7K +211 New
CAL
921
Capital Analysts LLC
Pennsylvania
$51K -$2.5K -10 -5%
PFBT
922
Parkside Financial Bank & Trust
Missouri
$50K
SLF
923
Sun Life Financial
Ontario, Canada
$49K +$250 +1 +0.5%
PCM
924
Penserra Capital Management
California
$46K -$1.22M -4,876 -96%
PMFA
925
Plante Moran Financial Advisors
Michigan
$45K