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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 %
BOS
951
Bank of Stockton
California
$405K -$88.4K -251 -18%
FAIM
952
Financial Advocates Investment Management
Washington
$404K -$53.9K -154 -12%
VF
953
Virtu Financial
New York
$402K -$539K -1,529 -57%
FNBOH
954
First National Bank of Hutchinson
Kansas
$401K -$122K -346 -23%
CCM
955
Coldstream Capital Management
Washington
$398K -$3.04M -8,604 -88%
TPCW
956
TD Private Client Wealth
New York
$392K -$11.6K -33 -3%
BP
957
Ballentine Partners
Massachusetts
$389K -$189K -535 -33%
BHWM
958
Bar Harbor Wealth Management
New Hampshire
$388K -$424K -1,200 -52%
IIM
959
Intact Investment Management
Quebec, Canada
$388K +$388K +1,100 New
W
960
WealthStone
Ohio
$384K +$35.9K +102 +10%
AWA
961
Arete Wealth Advisors
Illinois
$382K +$27.9K +79 +8%
SBIA
962
Sheaff Brock Investment Advisors
Indiana
$381K -$1.05M -2,969 -73%
PT
963
Plimoth Trust
Massachusetts
$381K -$30K -85 -7%
TI
964
Tidal Investments
Wisconsin
$381K +$81.8K +232 +27%
SIM
965
Sadoff Investment Management
Wisconsin
$379K
ECM
966
Elgethun Capital Management
South Dakota
$379K +$1.06K +3 +0.3%
NGA
967
Naples Global Advisors
Florida
$379K +$379K +1,075 New
JCM
968
Janney Capital Management
Pennsylvania
$377K
SDAM
969
Shulman DeMeo Asset Management
New York
$376K +$705 +2 +0.2%
UB
970
UMB Bank
Missouri
$376K +$376K +1,068 New
CA
971
Capitolis Advisors
New York
$373K -$29M -82,153 -99%
BRWA
972
B. Riley Wealth Advisors
Florida
$373K +$373K +1,065 New
PA
973
Procyon Advisors
Connecticut
$372K +$28.2K +80 +8%
IF
974
IRON Financial
Illinois
$369K +$369K +1,044 New
M
975
MOTCO
Texas
$368K +$343K +971 +1,368%