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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
PW
976
Price Wealth
Texas
$7K
SGAM
977
Smith Group Asset Management
Texas
$7K
TAIM
978
TD Ameritrade Investment Management
Nebraska
$7K +$4.25K +17 +142%
HIM
979
Hillsdale Investment Management
Ontario, Canada
$7K +$7.5K +30 New
GWAG
980
Garrett Wealth Advisory Group
Texas
$6.13K +$6.25K +25 New
OSAM
981
O'Shaughnessy Asset Management
Connecticut
$6K -$250 -1 -4%
TFS
982
TrustCore Financial Services
Tennessee
$6K
GT
983
Glenmede Trust
Pennsylvania
$5.53K -$42.2K -169 -0.7%
APW
984
Acima Private Wealth
Virginia
$5K
BEI
985
Benjamin Edwards Inc
Missouri
$5K +$5.25K +21 New
CIAS
986
Capital Investment Advisory Services
North Carolina
$3K
Kayne Anderson Rudnick Investment Management
987
Kayne Anderson Rudnick Investment Management
California
$3K
PCTC
988
Perkins Coie Trust Company
Washington
$3K
CCM
989
Copeland Capital Management
Pennsylvania
$2K
FANJ
990
Financial Architects (New Jersey)
New Jersey
$2K
HI
991
Hudock Inc
Pennsylvania
$2K
AIC
992
Ameritas Investment Company
Nebraska
$2K +$2K +8 New
GWMIA
993
Global Wealth Management Investment Advisory
Florida
$1K
GI
994
Gradient Investments
Minnesota
$1K +$1.25K +5 New
AMCA
995
Arthur M. Cohen & Associates
Illinois
$859 +$438K +1,754 +100%
FCH
996
Freestone Capital Holdings
Washington
$371 +$378K +1,513 New
UB
997
UMB Bank
Missouri
$296 -$19K -76 -6%
SWP
998
Strategic Wealth Partners
Ohio
$15
DekaBank Deutsche Girozentrale
999
DekaBank Deutsche Girozentrale
Germany
-$23.5M -102,544 Closed
OCM
1000
Oribel Capital Management
New York
-$15.3M -67,000 Closed