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S&P Global

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
BL
1026
Balentine LLC
Georgia
$387K +$78.8K +192 +26%
WA
1027
Wealth Alliance
New York
$387K +$120K +293 +45%
TWM
1028
TriaGen Wealth Management
California
$385K +$2.57K +6 +0.7%
RIM
1029
Regent Investment Management
Kentucky
$384K -$95.7K -233 -20%
HI
1030
Harbour Investments
Wisconsin
$384K -$14K -34 -4%
G
1031
Gainplan
Michigan
$383K +$383K +933 New
EHC
1032
Everett Harris & Co
California
$382K
CFG
1033
Cooper Financial Group
California
$382K +$18.9K +46 +5%
SWP
1034
Strategic Wealth Partners
Ohio
$381K +$381K +929 New
CCM
1035
Compton Capital Management
Rhode Island
$378K
WJWM
1036
Williams Jones Wealth Management
New York
$372K +$1.23K +3 +0.3%
FFA
1037
Founders Financial Alliance
North Carolina
$371K +$820 +2 +0.2%
AC
1038
Annandale Capital
Texas
$370K
ACA
1039
Anchor Capital Advisors
Massachusetts
$370K +$5.34K +13 +1%
PFA
1040
Plotkin Financial Advisors
Maryland
$369K
CB
1041
Community Bank
New York
$369K -$41K -100 -10%
FHA
1042
First Horizon Advisors
Tennessee
$369K -$18.8K -46 -5%
AIC
1043
Ameritas Investment Company
Nebraska
$367K -$3.6M -1,461 -91%
SFA
1044
Sequoia Financial Advisors
Ohio
$363K +$5.33K +13 +1%
HPWM
1045
Highland Private Wealth Management
Washington
$362K +$2.05K +5 +0.6%
MC
1046
Montag & Caldwell
Georgia
$361K -$192K -469 -35%
FG
1047
Fiduciary Group
Georgia
$361K
CAG
1048
Csenge Advisory Group
Florida
$359K +$359K +870 New
FCFS
1049
First Command Financial Services
Texas
$359K +$359K +874 New
FCB
1050
First Command Bank
Texas
$359K +$359K +874 New