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S&P Global

1,267 hedge funds and large institutions have $68.3B invested in S&P Global in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 512 increasing their positions, 412 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+58
Holders Change %
+4.8%
% of All Funds
22.48%
Holding in Top 10
40
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-34.43%
% of All Funds
0.71%
New
162
Increased
512
Reduced
412
Closed
89
Calls
$685M
Puts
$509M
Net Calls
+$177M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
1051
RGT Wealth Advisors
Texas
$256K +$256K +779 New
GA
1052
Geller Advisors
New York
$254K
SB
1053
Strategic Blueprint
Georgia
$254K +$12.5K +38 +5%
AIP
1054
Almanack Investment Partners
Pennsylvania
$253K +$53.3K +162 +27%
FMT
1055
First Mercantile Trust
Tennessee
$250K +$82.2K +250 +49%
VCM
1056
Violich Capital Management
California
$247K
FB
1057
Fulton Bank
Pennsylvania
$246K +$34.6K +105 +16%
CBFP
1058
Cedar Brook Financial Partners
Ohio
$245K -$11.2K -34 -4%
BL
1059
Balentine LLC
Georgia
$245K +$7.88K +24 +3%
PBO
1060
Peoples Bank (Ohio)
Ohio
$244K -$51.6K -157 -17%
BCM
1061
Buckhead Capital Management
Georgia
$243K +$34.5K +105 +17%
MAM
1062
Magellan Asset Management
Australia
$241K +$193K +589 +406%
GKWIM
1063
Gerber Kawasaki Wealth & Investment Management
California
$240K +$240K +731 New
BCAM
1064
Boston Common Asset Management
Massachusetts
$240K +$240K +731 New
CIS
1065
Capital International Sarl
California
$237K
VC
1066
Vicus Capital
Pennsylvania
$235K -$1.32K -4 -0.6%
FNBT
1067
FineMark National Bank & Trust
Florida
$235K
AC
1068
Abbrea Capital
California
$235K +$235K +715 New
IIM
1069
Ipswich Investment Management
Massachusetts
$233K
BFA
1070
Brendel Financial Advisors
New Hampshire
$231K +$3.94K +12 +2%
WA
1071
Waverly Advisors
Alabama
$231K +$19K +56 +9%
AWM
1072
Altavista Wealth Management
North Carolina
$230K
CC
1073
Caxton Corporation
New Jersey
$230K +$230K +700 New
Lido Advisors
1074
Lido Advisors
California
$229K +$41K +125 +22%
MSFS
1075
Main Street Financial Solutions
Pennsylvania
$228K +$228K +694 New