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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
CDIA
1051
Capital Directions Investment Advisors
Georgia
$28K
AS
1052
Altshuler Shaham
Israel
$25K -$469K -1,710 -94%
ARMC
1053
American Research & Management Company
Massachusetts
$25K -$54.9K -200 -67%
BAM
1054
Barrett Asset Management
New York
$25K
M
1055
Mirova
France
$25K
NSB
1056
Norway Savings Bank
Maine
$25K
AA
1057
Ancora Advisors
Ohio
$25K +$27.4K +100 New
TAIM
1058
TD Ameritrade Investment Management
Nebraska
$20K -$4.39K -16 -16%
CCM
1059
Cox Capital Management
Massachusetts
$20K +$20.6K +75 New
GEA
1060
Glen Eagle Advisors
New Jersey
$19.1K -$4.66K -17 -18%
SC
1061
Solstein Capital
California
$19K +$2.19K +8 +11%
SMFS
1062
Squar Milner Financial Services
California
$18K -$1.37K -5 -6%
VCM
1063
Vigilant Capital Management
Maine
$18K
IF
1064
Ironwood Financial
Arizona
$17K -$15.1K -55 -44%
GWS
1065
Glassman Wealth Services
Virginia
$17K -$5.49K -20 -22%
DWM
1066
Darwin Wealth Management
Florida
$17K +$20.6K +75 New
CI
1067
CX Institutional
Indiana
$16K -$1.37K -5 -7%
SSB
1068
Sandy Spring Bank
Maryland
$15K -$17.3K -63 -50%
H
1069
Hexavest
Quebec, Canada
$15K
CWM
1070
Cranbrook Wealth Management
Michigan
$14K
SSWG
1071
Seven Springs Wealth Group
Tennessee
$14K
FWM
1072
FSA Wealth Management
Massachusetts
$13K
ETC
1073
Exchange Traded Concepts
Oklahoma
$12K -$67.8K -247 -83%
MAM
1074
Magellan Asset Management
Australia
$12K -$51.8K -189 -79%
IRC
1075
Investors Research Corp
Georgia
$12K