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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
RDWM
1001
Red Door Wealth Management
Tennessee
$84K +$94.4K +344 New
EDRH
1002
Edmond de Rothschild Holding
Switzerland
$81K +$90.5K +330 New
GWM
1003
Geneos Wealth Management
Colorado
$79K
CTB
1004
Country Trust Bank
Illinois
$78K
HDIM
1005
Hanson & Doremus Investment Management
Vermont
$74K +$82.3K +300 New
AWM
1006
Atticus Wealth Management
Florida
$73K +$2.47K +9 +3%
WB
1007
Webster Bank
Connecticut
$68K
AIC
1008
Ameritas Investment Company
Nebraska
$68K +$42.5K +155 +126%
1W
1009
1776 Wealth
Georgia
$66K +$35.7K +130 +100%
OSAM
1010
O'Shaughnessy Asset Management
Connecticut
$63K -$101K -370 -59%
BII
1011
Bainco International Investors
Massachusetts
$62K +$69.7K +254 New
CYG
1012
Clean Yield Group
Vermont
$61K -$13.7K -50 -17%
IUHSA
1013
Itau Unibanco Holding S.A.
Brazil
$58K +$10.1K +37 +18%
WPA
1014
West Paces Advisors
Georgia
$57.3K -$7.96K -29 -11%
AIM
1015
Artemis Investment Management
United Kingdom
$56.5K +$4.69M +17,112 +8%
FHA
1016
First Horizon Advisors
Tennessee
$56K +$56.2K +205 +759%
LWA
1017
Lenox Wealth Advisors
New York
$54K +$7.96K +29 +15%
PCG
1018
Private Capital Group
Connecticut
$52K -$64.2K -234 -52%
TWA
1019
TCI Wealth Advisors
Arizona
$52K -$45K -164 -44%
ZB
1020
Zions Bancorporation
Utah
$51K -$48.8K -178 -46%
CAL
1021
Capital Analysts LLC
Pennsylvania
$51K
HWA
1022
HHM Wealth Advisors
Tennessee
$51K +$56.8K +207 New
FRA
1023
Front Row Advisors
California
$50K +$46.9K +171 New
CT
1024
Caldwell Trust
Florida
$49K
EFSCE
1025
Enterprise Financial Services Corp (EFSC)
Missouri
$48K +$18.1K +66 +51%