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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
Marshall Wace
976
Marshall Wace
United Kingdom
$160K -$3.19M -11,634 -95%
ADL
977
Asset Dedication LLC
California
$160K +$186K +678 New
BL
978
Balentine LLC
Georgia
$155K +$79.5K +290 +84%
MAM
979
Meeder Asset Management
Ohio
$154K +$63.1K +230 +57%
TL
980
TrueWealth LLC
Georgia
$153K
PCM
981
Prelude Capital Management
New York
$152K +$15.1K +55 +10%
AssetMark Inc
982
AssetMark Inc
California
$148K -$3.74M -13,617 -96%
IFAM
983
Institutional & Family Asset Management
Colorado
$148K +$6.86K +25 +4%
CIA
984
CSat Investment Advisory
Michigan
$140K +$19.5K +71 +14%
AIM
985
AIA Investment Management
Singapore
$139K +$19.2K +70 +14%
RA
986
Rational Advisors
New York
$135K -$1.45M -5,274 -91%
OPS
987
Orion Portfolio Solutions
Nebraska
$135K +$38.1K +139 +34%
JCM
988
Jacobi Capital Management
Pennsylvania
$134K -$197K -720 -57%
VFA
989
Valeo Financial Advisors
Indiana
$129K -$31.5K -115 -19%
LC
990
Lindbrook Capital
California
$127K -$46.6K -170 -25%
CMBA
991
C.M. Bidwell & Associates
Hawaii
$119K -$433K -1,577 -76%
HI
992
Human Investing
Oregon
$119K -$19.7K -72 -13%
CFB
993
Cullen/Frost Bankers
Texas
$118K +$131K +478 +23,900%
CIM
994
Contravisory Investment Management
Massachusetts
$111K +$20.8K +76 +20%
AWM
995
Avior Wealth Management
Nebraska
$91K +$18.1K +66 +22%
BFEC
996
Benjamin F. Edwards & Company
Missouri
$90K -$68K -248 -40%
LS
997
Leelyn Smith
Illinois
$89K -$1.07M -3,899 -91%
BCA
998
Berman Capital Advisors
Georgia
$86K +$33.5K +122 +53%
PMFA
999
Plante Moran Financial Advisors
Michigan
$85K +$32.1K +117 +51%
CB
1000
CNB Bank
Pennsylvania
$84K +$71.3K +260 +306%