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S&P Global

1,267 hedge funds and large institutions have $68.3B invested in S&P Global in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 512 increasing their positions, 412 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+58
Holders Change %
+4.8%
% of All Funds
22.48%
Holding in Top 10
40
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-34.43%
% of All Funds
0.71%
New
162
Increased
512
Reduced
412
Closed
89
Calls
$685M
Puts
$509M
Net Calls
+$177M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
976
Sadoff Investment Management
Wisconsin
$353K
ECM
977
Elgethun Capital Management
South Dakota
$352K +$657 +2 +0.2%
JCM
978
Janney Capital Management
Pennsylvania
$351K
SDAM
979
Shulman DeMeo Asset Management
New York
$350K +$658 +2 +0.2%
HT
980
Heritage Trust
Oklahoma
$345K
KFA
981
Krane Funds Advisors
New York
$340K -$22K -67 -6%
DC
982
Davenport & Co
Virginia
$338K +$2.3K +7 +0.7%
IIC
983
Ironwood Investment Counsel
Arizona
$338K +$49.2K +150 +17%
EI
984
Ellevest Inc
New York
$337K -$8.87K -27 -3%
Fisher Asset Management
985
Fisher Asset Management
Washington
$333K +$36.5K +111 +12%
AWA
986
Arete Wealth Advisors
Illinois
$332K +$27.8K +84 +9%
CB
987
Community Bank
New York
$329K
ACM
988
Ayrshire Capital Management
Connecticut
$329K
BDF
989
Balasa Dinverno & Foltz
$328K +$117K +355 +55%
CIC
990
Carnegie Investment Counsel
Ohio
$326K -$21.7K -66 -6%
APP
991
Alpha Paradigm Partners
Illinois
$326K +$326K +992 New
USGIU
992
U.S. Global Investors (USGI)
Texas
$325K -$115K -350 -26%
W
993
WealthStone
Ohio
$325K +$5.92K +18 +2%
BPA
994
Beacon Pointe Advisors
California
$325K +$121K +370 +60%
FF
995
FourThought Financial
Florida
$323K +$323K +983 New
NA
996
NewEdge Advisors
Louisiana
$321K -$711K -2,161 -69%
ECM
997
Evergreen Capital Management
Washington
$320K -$18.4K -56 -5%
PA
998
Procyon Advisors
Connecticut
$320K +$23K +70 +8%
JSC
999
Jackson Square Capital
California
$319K
WCM
1000
WealthBridge Capital Management
Ohio
$317K