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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
KTC
1026
Kistler-Tiffany Companies
Pennsylvania
$44K
KPW
1027
Kore Private Wealth
New York
$44K +$19.2K +70 +64%
NSIM
1028
North Star Investment Management
Illinois
$42K -$54.9K -200 -54%
CHA
1029
Carmichael Hill & Associates
Maryland
$41K
RFA
1030
Reilly Financial Advisors
California
$40K +$274 +1 +0.6%
GRP
1031
Global Retirement Partners
California
$40K +$26.9K +98 +148%
HGWM
1032
Harvest Group Wealth Management
Massachusetts
$39K -$5.21K -19 -11%
WLPWM
1033
Walled Lake Planning & Wealth Management
Illinois
$36K
SLF
1034
Sun Life Financial
Ontario, Canada
$36K +$274 +1 +0.7%
CC
1035
Cognios Capital
Kansas
$35K +$39.2K +143 New
O
1036
Ossiam
France
$34K -$203K -741 -84%
PB
1037
Pinnacle Bancorp
Nebraska
$34K +$24.7K +90 +184%
VEA
1038
Virtus ETF Advisers
New York
$33K +$4.39K +16 +14%
PFGIA
1039
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$8.78K -32 -20%
EARNEST Partners
1040
EARNEST Partners
Georgia
$31K
GAM
1041
Gemmer Asset Management
California
$31K
PGAM
1042
Princeton Global Asset Management
New Jersey
$31K
TFO
1043
Tarbox Family Office
California
$31K +$8.5K +31 +33%
EW
1044
Evoke Wealth
California
$30.2K -$9.33K -34 -22%
FDCDDQ
1045
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.1K -$58.7K -214 -64%
BWM
1046
Baystate Wealth Management
Massachusetts
$30K
TF
1047
TimeScale Financial
Massachusetts
$29K
FMII
1048
Farmers & Merchants Investments Inc
Nebraska
$29K +$549 +2 +2%
LWM
1049
Liberty Wealth Management
California
$29K +$32.6K +119 New
FCA
1050
FinTrust Capital Advisors
South Carolina
$28K -$1.65K -6 -5%