SPGI icon

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 %
VCM
1051
Violich Capital Management
California
$265K
BL
1052
Balentine LLC
Georgia
$265K +$1.76K +5 +0.7%
LA
1053
Latitude Advisors
Florida
$264K +$264K +748 New
GBT
1054
Grove Bank & Trust
Florida
$262K -$18.7K -53 -7%
BCAM
1055
Boston Common Asset Management
Massachusetts
$261K +$3.52K +10 +1%
IP
1056
Innovative Portfolios
Indiana
$261K +$261K +741 New
BRG
1057
Bay Rivers Group
Virginia
$260K -$27.2K -77 -9%
CWM
1058
Connecticut Wealth Management
Connecticut
$260K -$17.6K -50 -6%
CBFP
1059
Cedar Brook Financial Partners
Ohio
$259K -$4.59K -13 -2%
BDF
1060
Balasa Dinverno & Foltz
$258K -$94.4K -267 -27%
BFEC
1061
Benjamin F. Edwards & Company
Missouri
$258K +$168K +477 +187%
MFW
1062
Meristem Family Wealth
Minnesota
$258K +$258K +730 New
CL
1063
CPWM LLC
Washington
$255K -$166K -472 -39%
BTWM
1064
Baker Tilly Wealth Management
Wisconsin
$254K +$254K +721 New
IFWM
1065
Institute for Wealth Management
Colorado
$253K +$253K +716 New
FNBT
1066
FineMark National Bank & Trust
Florida
$252K
VC
1067
Vicus Capital
Pennsylvania
$252K
MSFS
1068
Main Street Financial Solutions
Pennsylvania
$252K +$7.4K +21 +3%
ACA
1069
Atlas Capital Advisors
Wyoming
$252K -$1.28M -3,628 -84%
FMT
1070
First Mercantile Trust
Tennessee
$251K -$17.7K -50 -7%
AWM
1071
Altavista Wealth Management
North Carolina
$247K
ETI
1072
Enterprise Trust & Investment
California
$247K
4WM
1073
44 Wealth Management
Oregon
$247K +$12.7K +36 +5%
FCH
1074
Freestone Capital Holdings
Washington
$247K +$30K +85 +14%
ER
1075
Enlightenment Research
Florida
$247K +$247K +700 New