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S&P Global

1,209 hedge funds and large institutions have $72.4B invested in S&P Global in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 423 increasing their positions, 487 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+35
Holders Change %
+2.98%
% of All Funds
24.46%
Holding in Top 10
61
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.15%
% of All Funds
1.23%
New
91
Increased
423
Reduced
487
Closed
48
Calls
$664M
Puts
$751M
Net Calls
-$86.4M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
W
951
WealthStone
Ohio
$350K +$350K +970 New
HFRG
952
Houlihan Financial Resource Group
Virginia
$349K +$349K +1,016 New
WCM
953
WealthBridge Capital Management
Ohio
$348K -$220K -610 -39%
HIA
954
Harbor Investment Advisory
Maryland
$345K +$3.97K +11 +1%
CFGS
955
Concourse Financial Group Securities
Alabama
$342K +$154K +428 +82%
PIA
956
Pinion Investment Advisors
Kansas
$339K
MWM
957
Meridian Wealth Management
Kentucky
$337K +$1.08K +3 +0.3%
EHC
958
Everett Harris & Co
California
$335K
AWA
959
Arete Wealth Advisors
Illinois
$334K +$109K +300 +48%
WJWM
960
Williams Jones Wealth Management
New York
$332K -$6.84K -19 -2%
CCM
961
Compton Capital Management
Rhode Island
$332K
MAM
962
Meeder Asset Management
Ohio
$329K +$44K +122 +15%
DCM
963
Driehaus Capital Management
Illinois
$327K +$327K +907 New
PA
964
Procyon Advisors
Connecticut
$326K +$37.9K +105 +13%
Fisher Asset Management
965
Fisher Asset Management
Washington
$325K +$8.3K +23 +3%
PBO
966
Peoples Bank (Ohio)
Ohio
$325K +$325K +900 New
PFA
967
Plotkin Financial Advisors
Maryland
$325K
CB
968
Cadence Bank
Mississippi
$322K
AC
969
Alexandria Capital
Virginia
$321K
CWM
970
Connecticut Wealth Management
Connecticut
$321K +$65.2K +181 +25%
IF
971
Intrua Financial
Texas
$320K -$18.1K -53 -5%
MC
972
Moors & Cabot
Massachusetts
$318K +$11.6K +32 +4%
CFG
973
Cooper Financial Group
California
$317K -$7.93K -22 -2%
IIC
974
Ironwood Investment Counsel
Arizona
$317K
PWP
975
Principle Wealth Partners
Connecticut
$316K -$6.85K -19 -2%