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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
W
1026
WealthStone
Ohio
-$784K -3,441 Closed
PHK
1027
Point72 Hong Kong
Hong Kong
-$753K -3,307 Closed
AC
1028
Arjuna Capital
North Carolina
-$750K -3,294 Closed
SAM
1029
Symphony Asset Management
California
-$606K -2,662 Closed
ACA
1030
Aptus Capital Advisors
Alabama
-$569K -2,500 Closed
TFA
1031
Transamerica Financial Advisors
Florida
-$536K -2,353 Closed
Walleye Trading
1032
Walleye Trading
New York
-$552K -2,210 Closed
AC
1033
Athanor Capital
New York
-$410K -1,800 Closed
ZCM
1034
Zebra Capital Management
Connecticut
-$313K -1,373 Closed
OMC
1035
Old Mission Capital
Illinois
-$312K -1,371 Closed
BPWA
1036
Beacon Pointe Wealth Advisors
California
-$275K -1,214 Closed
FSA
1037
Franklin Street Advisors
North Carolina
-$256K -1,126 Closed
GC
1038
Gilbert & Cook
Iowa
-$251K -1,102 Closed
PP
1039
Palladium Partners
Virginia
-$228K -1,000 Closed
CAN
1040
Claraphi Advisory Network
United States
-$207K -907 Closed
BCI
1041
Brinker Capital Investments
Pennsylvania
-$200K -876 Closed
PAMG
1042
Patton Albertson Miller Group
Tennessee
-$210K -820 Closed
CAW
1043
Cornerstone Advisors (Washington)
Washington
-$169K -741 Closed
TA
1044
TCG Advisors
Texas
-$141K -600 Closed
SFG
1045
SevenBridge Financial Group
Pennsylvania
-$96K -423 Closed
IWA
1046
IBEX Wealth Advisors
New Jersey
-$53K -233 Closed
FCA
1047
FinTrust Capital Advisors
South Carolina
-$51K -225 Closed
RWA
1048
Ropes Wealth Advisors
Massachusetts
-$50K -221 Closed
EWM
1049
Executive Wealth Management
Michigan
-$48K -211 Closed
HCM
1050
Hilton Capital Management
New York
-$46K -201 Closed