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S&P Global

1,209 hedge funds and large institutions have $72.4B invested in S&P Global in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 423 increasing their positions, 487 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+35
Holders Change %
+2.98%
% of All Funds
24.46%
Holding in Top 10
61
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.15%
% of All Funds
1.23%
New
91
Increased
423
Reduced
487
Closed
48
Calls
$664M
Puts
$751M
Net Calls
-$86.4M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RSC
901
Red Spruce Capital
Pennsylvania
$453K +$453K +1,257 New
CCT
902
Country Club Trust
Missouri
$446K
GAG
903
GM Advisory Group
New York
$444K
WPW
904
Waldron Private Wealth
Pennsylvania
$444K +$52.9K +147 +14%
TAM
905
Trust Asset Management
Texas
$444K +$196K +544 +79%
WA
906
Wambolt & Associates
Colorado
$441K
AW
907
Alpha Windward
Massachusetts
$440K
IC
908
Intersect Capital
California
$439K +$17.3K +48 +4%
PP
909
Patten & Patten
Tennessee
$439K +$439K +1,218 New
WA
910
Wealth Alliance
New York
$438K
AWM
911
Altium Wealth Management
New York
$436K +$35K +97 +9%
MIC
912
Meridian Investment Counsel
California
$435K
PWPS
913
Pinnacle Wealth Planning Services
Ohio
$435K +$28.8K +80 +7%
SBWM
914
Sunflower Bank Wealth Management
Arizona
$433K
EC
915
Estate Counselors
Wisconsin
$433K
FC
916
Forte Capital
New York
$432K +$176K +489 +69%
PT
917
Plimoth Trust
Massachusetts
$427K -$14.4K -40 -3%
CL
918
CPWM LLC
Washington
$423K -$13.3K -37 -3%
ST
919
Smithfield Trust
Pennsylvania
$422K +$21.3K +59 +5%
RIM
920
Regent Investment Management
Kentucky
$421K -$16.2K -45 -4%
IBOK
921
Independence Bank of Kentucky
Kentucky
$421K
TPCW
922
TD Private Client Wealth
New York
$421K -$35K -97 -8%
UB
923
UMB Bank
Missouri
$411K
IAN
924
Integrated Advisors Network
Texas
$410K -$22.7K -63 -5%
MMG
925
Monetary Management Group
Missouri
$407K