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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
VPIM
951
Vanguard Personalized Indexing Management
California
$212K +$237K +865 New
COF
952
Capital One Financial
Virginia
$212K +$238K +867 New
VCM
953
Versant Capital Management
Arizona
$211K
SNT
954
Security National Trust
West Virginia
$208K -$18.4K -67 -7%
VCM
955
Violich Capital Management
California
$208K -$13.7K -50 -6%
SFG
956
StrategIQ Financial Group
Indiana
$207K -$8.23K -30 -3%
HIIFS
957
Harel Insurance Investments & Financial Services
Israel
$207K +$36.5K +133 +19%
FI
958
Fosun International
China
$207K +$230K +840 New
APWM
959
Atlas Private Wealth Management
New York
$206K +$231K +842 New
AAP
960
Arax Advisory Partners
Colorado
$205K -$39.8K -145 -15%
MGIA
961
Matthew Goff Investment Advisor
Texas
$205K
HPWM
962
Highland Private Wealth Management
Washington
$205K +$11K +40 +5%
PJSIMP
963
P.J. Schmidt Investment Management (PJS)
Wisconsin
$205K +$230K +838 New
RZH
964
Relyea Zuckerberg Hanson
Connecticut
$203K +$7.68K +28 +4%
WSTAM
965
Wilbanks Smith & Thomas Asset Management
Virginia
$201K +$225K +819 New
ST
966
Smithfield Trust
Pennsylvania
$198K -$234K -852 -51%
BDWM
967
Brewin Dolphin Wealth Management
Ireland
$196K
ETI
968
Enterprise Trust & Investment
California
$196K -$54.9K -200 -20%
TI
969
Truehand Inc
New Hampshire
$196K
TC
970
Trust Company
Kansas
$196K
CBT
971
Capital Bank & Trust
California
$187K -$4.39K -16 -2%
HB
972
Horizon Bancorp
Indiana
$181K -$56.2K -205 -22%
FA
973
Fortis Advisors
Pennsylvania
$178K +$9.05K +33 +5%
CIS
974
Capital International Sarl
California
$176K +$197K +720 New
CAN
975
Claraphi Advisory Network
United States
$161K +$181K +659 New