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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
NSB
951
Norway Savings Bank
Maine
$24K
GEA
952
Glen Eagle Advisors
New Jersey
$23.3K -$250 -1 -1%
RCM
953
Rain Capital Management
Oregon
$23K +$23.2K +93 New
TFO
954
Tarbox Family Office
California
$22K
GWS
955
Glassman Wealth Services
Virginia
$20K
LWM
956
Lenox Wealth Management
Ohio
$20K +$20.7K +83 New
VCM
957
Vigilant Capital Management
Maine
$18K
CI
958
CX Institutional
Indiana
$17K +$1.25K +5 +8%
H
959
Hexavest
Quebec, Canada
$15K
PB
960
Pinnacle Bancorp
Nebraska
$15K +$3K +12 +24%
SSB
961
Sandy Spring Bank
Maryland
$15K +$8K +32 +107%
SCA
962
Stonebridge Capital Advisors
Minnesota
$15K +$15.5K +62 New
AA
963
Advisory Alpha
Michigan
$12.2K +$12.2K +49 New
OIA
964
Optimum Investment Advisors
Illinois
$12K
QAM
965
QCI Asset Management
New York
$12K
IRC
966
Investors Research Corp
Georgia
$12K +$12.2K +49 New
WAP
967
Wealthcare Advisory Partners
Pennsylvania
$11K
PCIA
968
Prime Capital Investment Advisors
Kansas
$11K +$10.7K +43 New
CFGS
969
Concourse Financial Group Securities
Alabama
$10K -$182K -730 -95%
BL
970
Balentine LLC
Georgia
$9K
EWA
971
Evolution Wealth Advisors
Florida
$8K
WCG
972
Weaver Consulting Group
California
$8K
FFC
973
First Financial Corp
Indiana
$8K +$8K +32 New
BWM
974
Baystate Wealth Management
Massachusetts
$7K
BAMG
975
Brand Asset Management Group
Missouri
$7K