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S&P Global

1,209 hedge funds and large institutions have $72.4B invested in S&P Global in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 423 increasing their positions, 487 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+35
Holders Change %
+2.98%
% of All Funds
24.46%
Holding in Top 10
61
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.15%
% of All Funds
1.23%
New
91
Increased
423
Reduced
487
Closed
48
Calls
$664M
Puts
$751M
Net Calls
-$86.4M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
1051
Blue Chip Partners
Michigan
$216K +$72.2K +200 +50%
RPWA
1052
Regent Peak Wealth Advisors
Georgia
$216K +$216K +598 New
DY
1053
Dowling & Yahnke
California
$215K +$215K +595 New
KPWS
1054
Kestra Private Wealth Services
Texas
$212K +$212K +588 New
JCM
1055
Jacobi Capital Management
Pennsylvania
$211K +$8.31K +23 +4%
WI
1056
WrapManager Inc
California
$209K +$209K +579 New
V
1057
VeraBank
Texas
$208K +$208K +578 New
Lido Advisors
1058
Lido Advisors
California
$207K +$207K +574 New
SLA
1059
Silver Lake Advisory
Utah
$206K +$206K +570 New
KCPG
1060
Kavar Capital Partners Group
Kansas
$206K +$206K +570 New
CG
1061
Corundum Group
Colorado
$206K +$206K +571 New
BWP
1062
BSW Wealth Partners
Colorado
$204K -$76.3K -212 -27%
RCA
1063
Rowland Carmichael Advisors
Arizona
$204K +$204K +567 New
FHA
1064
First Horizon Advisors
Tennessee
$203K +$13K +36 +7%
AIP
1065
Almanack Investment Partners
Pennsylvania
$203K +$203K +607 New
TCOT
1066
Trust Company of Toledo
Ohio
$202K +$202K +559 New
ANTB
1067
AMG National Trust Bank
Colorado
$202K +$202K +560 New
CPO
1068
Cerity Partners OCIO
New York
$202K +$202K +560 New
WA
1069
Waverly Advisors
Alabama
$201K
CAN
1070
Claraphi Advisory Network
United States
$200K -$67.5K -187 -25%
HB
1071
Horizon Bancorp
Indiana
$199K -$11.5K -32 -5%
FPA
1072
First Pacific Advisors
California
$198K
FCH
1073
Freestone Capital Holdings
Washington
$190K -$107K -297 -36%
AIM
1074
AIA Investment Management
Singapore
$190K +$50.6K +140 +36%
CSPIA
1075
Cary Street Partners Investment Advisory
Virginia
$190K +$190K +527 New