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S&P Global

1,291 hedge funds and large institutions have $75.9B invested in S&P Global in 2021 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 517 increasing their positions, 408 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
+24
Holders Change %
+1.89%
% of All Funds
22.73%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.69%
New
148
Increased
517
Reduced
408
Closed
111
Calls
$603M
Puts
$523M
Net Calls
+$79.3M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
901
Altium Wealth Management
New York
$510K +$78.1K +221 +18%
P
902
Pitcairn
Pennsylvania
$507K +$20.1K +57 +4%
TW
903
TrinityPoint Wealth
Connecticut
$506K -$6.35K -18 -1%
GFP
904
Gryphon Financial Partners
Ohio
$504K -$13.8K -39 -3%
HI
905
Horizon Investments
North Carolina
$504K +$504K +1,427 New
HWA
906
Heritage Wealth Advisors
Virginia
$504K
WA
907
Wambolt & Associates
Colorado
$499K -$11.6K -32 -2%
IF
908
Intrua Financial
Texas
$494K +$29.6K +77 +6%
WSTAM
909
Wilbanks Smith & Thomas Asset Management
Virginia
$491K +$208K +589 +73%
CA
910
Centerpoint Advisors
Massachusetts
$490K
BHTS
911
Bar Harbor Trust Services
Maine
$489K
EMG
912
ETF Managers Group
New Jersey
$486K +$85.7K +243 +21%
BPA
913
Beacon Pointe Advisors
California
$480K +$128K +360 +36%
MC
914
Montag & Caldwell
Georgia
$476K -$19.5M -55,286 -98%
SYBT
915
Stock Yards Bank & Trust
Kentucky
$476K -$4.23K -12 -0.9%
FNBOSM
916
First National Bank of South Miami
Florida
$464K -$1.41K -4 -0.3%
CWM
917
Cordatus Wealth Management
Pennsylvania
$463K +$463K +1,312 New
CIC
918
Carnegie Investment Counsel
Ohio
$462K +$112K +316 +32%
FMLI
919
Fukoku Mutual Life Insurance
Japan
$459K -$35.3K -100 -7%
CM
920
Capula Management
Cayman Islands
$459K +$459K +1,300 New
TBA
921
Tower Bridge Advisors
Pennsylvania
$459K +$459K +1,300 New
SC
922
Savant Capital
Illinois
$455K +$4.94K +14 +1%
SB
923
Sunflower Bank
Texas
$451K
FC
924
Forte Capital
New York
$451K +$42K +119 +10%
ST
925
Smithfield Trust
Pennsylvania
$445K