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S&P Global

1,114 hedge funds and large institutions have $49.7B invested in S&P Global in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 402 increasing their positions, 441 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 108

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

1.26% more ownership

Funds ownership: 83.11%84.37% (+1.3%)

1% more funds holding

Funds holding: 1,1071,114 (+7)

9% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 441

10% less capital invested

Capital invested by funds: $55.4B → $49.7B (-$5.72B)

10% less call options, than puts

Call options by funds: $217M | Put options by funds: $243M

Holders
1,114
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
24.55%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.15%
New
127
Increased
402
Reduced
441
Closed
108
Calls
$217M
Puts
$243M
Net Calls
-$25.1M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
SICM
926
Sustainable Insight Capital Management
New York
$245K
RSWM
927
Robertson Stephens Wealth Management
California
$245K +$274K +1,000 New
AWM
928
Altium Wealth Management
New York
$244K +$69.4K +253 +34%
GC
929
Gilbert & Cook
Iowa
$242K +$55.4K +202 +26%
Fisher Asset Management
930
Fisher Asset Management
Washington
$239K -$35.1K -128 -12%
HAG
931
HighPoint Advisor Group
Illinois
$235K +$15.9K +58 +8%
KCPG
932
Kavar Capital Partners Group
Kansas
$230K
MWM
933
Meridian Wealth Management
Kentucky
$229K -$16.5K -60 -6%
CCM
934
Compton Capital Management
Rhode Island
$225K
WJWM
935
Williams Jones Wealth Management
New York
$225K +$7.13K +26 +3%
CWM
936
Circle Wealth Management
New Jersey
$224K -$5.49K -20 -2%
Walleye Capital
937
Walleye Capital
New York
$223K -$122K -445 -33%
AFA
938
Atlanta Financial Associates
Georgia
$222K +$248K +904 New
DWM
939
Dorchester Wealth Management
Quebec, Canada
$221K -$54.9K -200 -18%
PFA
940
Plotkin Financial Advisors
Maryland
$221K
PWP
941
Principle Wealth Partners
Connecticut
$220K -$11.5K -42 -4%
ECM
942
Evergreen Capital Management
Washington
$220K +$823 +3 +0.3%
CAM
943
Cresset Asset Management
Illinois
$220K +$247K +899 New
CB
944
Cadence Bank
Mississippi
$219K +$246K +896 New
AC
945
Alexandria Capital
Virginia
$218K -$90.5K -330 -27%
PA
946
Procyon Advisors
Connecticut
$217K -$117K -427 -32%
EI
947
Ellevest Inc
New York
$215K -$19.7K -72 -8%
PCS
948
Personal CFO Solutions
New Jersey
$215K +$241K +878 New
LWMM
949
Legacy Wealth Management (Mississippi)
Mississippi
$214K
ER
950
Enlightenment Research
Florida
$213K +$219K +800 New