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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
HGWM
926
Harvest Group Wealth Management
Massachusetts
$45K +$15.5K +62 +52%
LB
927
Legacy Bridge
Iowa
$43K
LWA
928
Lenox Wealth Advisors
New York
$43K +$8.25K +33 +23%
KTC
929
Kistler-Tiffany Companies
Pennsylvania
$39K
RFA
930
Reilly Financial Advisors
California
$39K
PFGIA
931
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$6.5K +26 +19%
EW
932
Evoke Wealth
California
$37K +$37.7K +151 New
CB
933
CNB Bank
Pennsylvania
$34K -$12.5K -50 -27%
Walleye Capital
934
Walleye Capital
New York
$34K +$35K +140 New
NCM
935
Next Capital Management
New York
$32K -$29K -116 -47%
EFSCE
936
Enterprise Financial Services Corp (EFSC)
Missouri
$32K
GAM
937
Gemmer Asset Management
California
$31K -$17.7K -71 -36%
IF
938
Ironwood Financial
Arizona
$31K
EARNEST Partners
939
EARNEST Partners
Georgia
$31K +$31.7K +127 New
FHA
940
First Horizon Advisors
Tennessee
$30K -$250 -1 -0.8%
AIM
941
Advantage Investment Management
Iowa
$30K
FMII
942
Farmers & Merchants Investments Inc
Nebraska
$29K
TF
943
TimeScale Financial
Massachusetts
$29K
WTC
944
WhitTier Trust Company
Nevada
$28K
CDIA
945
Capital Directions Investment Advisors
Georgia
$28K +$28.7K +115 New
EIM
946
Essex Investment Management
Massachusetts
$26K
GRP
947
Global Retirement Partners
California
$25K -$3K -12 -10%
JCM
948
Julex Capital Management
Massachusetts
$25K +$11.2K +45 +79%
BAM
949
Barrett Asset Management
New York
$24K
GCM
950
Gables Capital Management
Florida
$24K