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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 %
KWM
1026
Keebeck Wealth Management
Illinois
$298K +$6K +17 +2%
APWM
1027
Atlas Private Wealth Management
New York
$297K
TCM
1028
Teza Capital Management
Illinois
$297K +$297K +841 New
MGIA
1029
Matthew Goff Investment Advisor
Texas
$295K
WI
1030
Wintrust Investments
Illinois
$294K +$294K +834 New
SNT
1031
Security National Trust
West Virginia
$288K -$11.7K -33 -4%
AIP
1032
Almanack Investment Partners
Pennsylvania
$288K +$16.9K +48 +6%
MIM
1033
Meridiem Investment Management
United Kingdom
$284K
DLA
1034
Douglas Lane & Associates
New York
$284K +$284K +806 New
TC
1035
Trust Company
Kansas
$282K
TI
1036
Truehand Inc
New Hampshire
$282K
PHS
1037
Pekin Hardy Strauss
Illinois
$282K
ACM
1038
Avalon Capital Management
California
$282K
H
1039
HoyleCohen
California
$282K
CPIG
1040
Chicago Partners Investment Group
Illinois
$282K +$282K +734 New
FNWM
1041
Financial Network Wealth Management
Utah
$282K +$282K +800 New
KPWS
1042
Kestra Private Wealth Services
Texas
$280K +$58.3K +165 +26%
RWA
1043
RGT Wealth Advisors
Texas
$278K +$2.83K +8 +1%
IFS
1044
Ifrah Financial Services
Arkansas
$275K -$5.99K -17 -2%
BCM
1045
Buckhead Capital Management
Georgia
$275K +$14.1K +40 +5%
GA
1046
Geller Advisors
New York
$272K +$32.1K +91 +13%
WA
1047
Waverly Advisors
Alabama
$271K +$16.5K +44 +6%
SB
1048
Strategic Blueprint
Georgia
$270K -$2.82K -8 -1%
AC
1049
Abbrea Capital
California
$268K +$15.9K +45 +6%
FC
1050
Financial Consulate
Maryland
$267K +$48.3K +137 +22%