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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 %
MFG
1076
Magnus Financial Group
New York
$227K -$24K -73 -10%
SHGA
1077
Sand Hill Global Advisors
California
$227K -$3.95K -12 -2%
PFA
1078
Pinnacle Family Advisors
Missouri
$225K
ACA
1079
Affinity Capital Advisors
California
$223K +$6.91K +21 +3%
VCM
1080
Virtue Capital Management
Tennessee
$222K +$222K +674 New
ETI
1081
Enterprise Trust & Investment
California
$221K
AFWM
1082
AMJ Financial Wealth Management
Virginia
$220K -$10.5K -32 -5%
EWM
1083
Empirical Wealth Management
Washington
$220K +$4.6K +14 +2%
SRC
1084
Shufro Rose & Co
New York
$219K
4WM
1085
44 Wealth Management
Oregon
$218K +$218K +663 New
NAG
1086
Northstar Advisory Group
New Jersey
$218K +$218K +664 New
BCP
1087
Blue Chip Partners
Michigan
$217K +$20.1K +61 +10%
DHFB
1088
Dixon Hubard Feinour & Brown
Virginia
$216K
HIP
1089
HUB Investment Partners
Texas
$216K +$216K +600 New
PPW
1090
Pasadena Private Wealth
California
$213K
PFM
1091
Parsec Financial Management
North Carolina
$213K
ANTB
1092
AMG National Trust Bank
Colorado
$213K +$28.9K +88 +16%
MA
1093
MJP Associates
Connecticut
$213K +$213K +648 New
SAM
1094
Strategy Asset Managers
California
$209K +$8.87K +27 +4%
NAMP
1095
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$208K
AAS
1096
Avantax Advisory Services
Texas
$206K -$826K -2,499 -80%
YIH
1097
Y-Intercept (HK)
Hong Kong
$206K +$206K +638 New
WJA
1098
Willis Johnson & Associates
Texas
$205K +$205K +625 New
TA
1099
Tiedemann Advisors
New York
$204K -$3.97K -12 -2%
FC
1100
Financial Consulate
Maryland
$204K +$204K +621 New