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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 %
HIA
1001
Harbor Investment Advisory
Maryland
$311K -$3.29K -10 -1%
CFG
1002
Cooper Financial Group
California
$308K +$18.7K +57 +6%
FAM
1003
Fulcrum Asset Management
United Kingdom
$307K
IAN
1004
Integrated Advisors Network
Texas
$306K -$68K -207 -18%
EHC
1005
Everett Harris & Co
California
$306K
MC
1006
Moors & Cabot
Massachusetts
$305K +$13.9K +42 +5%
WWS
1007
Wellington Wealth Strategies
Indiana
$304K +$304K +691 New
CCM
1008
Compton Capital Management
Rhode Island
$302K
WJWM
1009
Williams Jones Wealth Management
New York
$301K -$1.64K -5 -0.5%
HAG
1010
HighPoint Advisor Group
Illinois
$299K -$37.9K -114 -11%
CB
1011
Cadence Bank
Mississippi
$299K +$4.93K +15 +2%
TCM
1012
Tuttle Capital Management
Connecticut
$298K +$298K +906 New
AC
1013
Alexandria Capital
Virginia
$297K +$4.6K +14 +2%
DBRC
1014
D.B. Root & Company
Pennsylvania
$296K -$30.5K -93 -9%
MCG
1015
MACRO Consulting Group
New Jersey
$296K +$2.31K +7 +0.8%
PFA
1016
Plotkin Financial Advisors
Maryland
$296K
VCA
1017
Verdence Capital Advisors
Maryland
$294K +$29.6K +90 +11%
ALAM
1018
Asahi Life Asset Management
Japan
$294K +$32.8K +100 +13%
JCM
1019
Jacobi Capital Management
Pennsylvania
$294K +$102K +310 +53%
CSPIA
1020
Cary Street Partners Investment Advisory
Virginia
$293K +$120K +364 +69%
TWM
1021
TriaGen Wealth Management
California
$293K +$293K +892 New
ACA
1022
Anchor Capital Advisors
Massachusetts
$292K -$42.7K -130 -13%
COF
1023
Capital One Financial
Virginia
$285K
HPWM
1024
Highland Private Wealth Management
Washington
$284K -$2.97K -9 -1%
CFA
1025
Carroll Financial Associates
North Carolina
$284K +$1.31K +4 +0.5%