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S&P Global

1,291 hedge funds and large institutions have $75.9B invested in S&P Global in 2021 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 517 increasing their positions, 408 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
+24
Holders Change %
+1.89%
% of All Funds
22.73%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.69%
New
148
Increased
517
Reduced
408
Closed
111
Calls
$603M
Puts
$523M
Net Calls
+$79.3M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1001
Carlson Capital Management
Minnesota
$336K +$336K +953 New
Fisher Asset Management
1002
Fisher Asset Management
Washington
$334K -$23.3K -66 -7%
FHA
1003
First Horizon Advisors
Tennessee
$334K +$136K +387 +69%
AC
1004
Athanor Capital
New York
$332K -$408K -1,157 -55%
HWMA
1005
Heritage Wealth Management (Arizona)
Arizona
$329K +$329K +931 New
EHC
1006
Everett Harris & Co
California
$328K
CB
1007
Cadence Bank
Mississippi
$328K +$7.75K +22 +2%
CCM
1008
Compton Capital Management
Rhode Island
$325K
FMC
1009
First Merchants Corp
Indiana
$325K +$325K +922 New
FG
1010
Fiduciary Group
Georgia
$321K
WJWM
1011
Williams Jones Wealth Management
New York
$319K -$4.59K -13 -1%
DBRC
1012
D.B. Root & Company
Pennsylvania
$319K +$1.06K +3 +0.3%
AC
1013
Annandale Capital
Texas
$318K +$318K +902 New
PFA
1014
Plotkin Financial Advisors
Maryland
$318K
TWM
1015
TriaGen Wealth Management
California
$315K
ACA
1016
Anchor Capital Advisors
Massachusetts
$313K
CFG
1017
Cooper Financial Group
California
$312K -$18.7K -53 -6%
HPWM
1018
Highland Private Wealth Management
Washington
$309K +$4.94K +14 +2%
SFA
1019
Sequoia Financial Advisors
Ohio
$308K +$8.83K +25 +3%
RZH
1020
Relyea Zuckerberg Hanson
Connecticut
$307K -$3.46K -9 -1%
COF
1021
Capital One Financial
Virginia
$306K
BAM
1022
Blueshift Asset Management
New Jersey
$303K +$303K +860 New
AC
1023
Alexandria Capital
Virginia
$301K -$17.6K -50 -6%
VCA
1024
Verdence Capital Advisors
Maryland
$301K -$14.1K -40 -4%
SFG
1025
StrategIQ Financial Group
Indiana
$298K