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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
QAM
1076
QCI Asset Management
New York
$12K
M
1077
MOTCO
Texas
$12K +$13.7K +50 New
WAP
1078
Wealthcare Advisory Partners
Pennsylvania
$11K +$274 +1 +2%
PP
1079
PrairieView Partners
Minnesota
$10K +$11.2K +41 New
DSC
1080
Duncker Streett & Co
Missouri
$9K
OC
1081
Oakworth Capital
Alabama
$8K -$63.1K -230 -88%
FFC
1082
First Financial Corp
Indiana
$8K
WCG
1083
Weaver Consulting Group
California
$8K
SQA
1084
Simon Quick Advisors
New Jersey
$8K +$7.96K +29 +725%
ME
1085
McIlrath & Eck
Washington
$8K +$8.78K +32 New
KFI
1086
Key Financial Inc
Pennsylvania
$8K +$9.33K +34 New
AA
1087
Advisory Alpha
Michigan
$7.55K
Kayne Anderson Rudnick Investment Management
1088
Kayne Anderson Rudnick Investment Management
California
$7K
OIA
1089
Optimum Investment Advisors
Illinois
$7K
SIS
1090
Sound Income Strategies
Florida
$7K +$8.23K +30 New
AWA
1091
Arkadios Wealth Advisors
Georgia
$6.14K +$823 +3 +14%
HWM
1092
HighMark Wealth Management
Minnesota
$6K -$2.19K -8 -24%
MF
1093
Manchester Financial
California
$5K -$7.68K -28 -58%
APW
1094
Acima Private Wealth
Virginia
$5K
WCM
1095
Wealthcare Capital Management
Virginia
$4K -$823 -3 -14%
PCTC
1096
Perkins Coie Trust Company
Washington
$4K +$823 +3 +25%
BWM
1097
BerganKDV Wealth Management
Minnesota
$4K +$1.65K +6 +55%
SCA
1098
Stonebridge Capital Advisors
Minnesota
$3K
OAM
1099
Optimal Asset Management
California
$2.85K +$848K +3,091 +36%
RCM
1100
Rain Capital Management
Oregon
$2K -$2.19K -8 -9%