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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 %
NAG
1076
Northstar Advisory Group
New Jersey
$246K +$12K +34 +5%
RIG
1077
RiverFront Investment Group
Virginia
$246K +$30.4K +86 +14%
CBT
1078
Capital Bank & Trust
California
$244K +$244K +691 New
VCM
1079
Virtue Capital Management
Tennessee
$243K +$4.95K +14 +2%
PBO
1080
Peoples Bank (Ohio)
Ohio
$242K -$20.5K -58 -8%
ACA
1081
Affinity Capital Advisors
California
$242K +$2.82K +8 +1%
AAS
1082
Avantax Advisory Services
Texas
$242K +$21.9K +62 +10%
VFA
1083
Voya Financial Advisors
Connecticut
$241K +$19.4K +55 +9%
B
1084
Barings
North Carolina
$240K -$194K -550 -45%
Lido Advisors
1085
Lido Advisors
California
$240K -$6.71K -19 -3%
NB
1086
Northwest Bancshares
Pennsylvania
$240K +$240K +681 New
AIC
1087
Argus Investors Counsel
New York
$239K +$239K +678 New
FB
1088
Fulton Bank
Pennsylvania
$238K -$25.8K -73 -10%
MA
1089
MJP Associates
Connecticut
$238K +$9.52K +27 +4%
FLPIM
1090
F.L. Putnam Investment Management
Massachusetts
$237K +$237K +671 New
EWM
1091
Empirical Wealth Management
Washington
$236K
AFWM
1092
AMJ Financial Wealth Management
Virginia
$236K
SRC
1093
Shufro Rose & Co
New York
$235K
ANTB
1094
AMG National Trust Bank
Colorado
$235K +$6.35K +18 +3%
BBP
1095
Banco BTG Pactual
Brazil
$235K +$235K +667 New
SAM
1096
Strategy Asset Managers
California
$231K +$6.36K +18 +3%
TA
1097
Tiedemann Advisors
New York
$231K +$12.7K +36 +6%
LWMM
1098
Legacy Wealth Management (Mississippi)
Mississippi
$230K +$230K +652 New
WA
1099
Wealth Alliance
New York
$229K -$207K -587 -47%
PPW
1100
Pasadena Private Wealth
California
$229K