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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 %
IC
926
Intersect Capital
California
$443K +$21.5K +61 +5%
SFO
927
Stokes Family Office
Louisiana
$443K +$443K +1,251 New
SS
928
Sunbelt Securities
Texas
$442K
FAM
929
Fulcrum Asset Management
United Kingdom
$438K -$307K
RSS
930
Rosenblum Silverman Sutton
California
$437K -$8.82K -25 -2%
CCT
931
Country Club Trust
Missouri
$437K
PP
932
Palladium Partners
Virginia
$437K +$1.77K +5 +0.4%
OC
933
Oppenheimer & Co
New York
$436K +$22.9K +65 +6%
GAG
934
GM Advisory Group
New York
$435K
ACM
935
Advisors Capital Management
New Jersey
$431K +$431K +1,222 New
GDP
936
Great Diamond Partners
Maine
$430K -$12.7K -36 -3%
OPS
937
Orion Portfolio Solutions
Nebraska
$428K -$70.6K -200 -14%
DHFB
938
Dixon Hubard Feinour & Brown
Virginia
$427K +$214K +599 +100%
MIC
939
Meridian Investment Counsel
California
$425K
SSW
940
Smith Shellnut Wilson
Mississippi
$423K -$36.7K -104 -8%
BG
941
Bellevue Group
Switzerland
$423K
WP
942
WealthShield Partners
North Carolina
$420K -$123K -347 -23%
DIA
943
Dana Investment Advisors
Wisconsin
$419K -$252K -713 -38%
CC
944
Caxton Corporation
New Jersey
$419K +$172K +489 +70%
ADL
945
Asset Dedication LLC
California
$418K -$70.1K -200 -14%
WPW
946
Waldron Private Wealth
Pennsylvania
$417K -$8.81K -25 -2%
IBOK
947
Independence Bank of Kentucky
Kentucky
$412K
RIM
948
Regent Investment Management
Kentucky
$412K
PWPS
949
Pinnacle Wealth Planning Services
Ohio
$410K +$12K +34 +3%
MAM
950
Magellan Asset Management
Australia
$408K +$149K +422 +57%