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S&P Global

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
1076
Symphony Financial
Texas
$327K -$2.59M -6,327 -89%
BCAM
1077
Boston Common Asset Management
Massachusetts
$327K +$22.6K +55 +7%
SNT
1078
Security National Trust
West Virginia
$326K -$8.2K -20 -2%
AC
1079
Abbrea Capital
California
$324K +$12.3K +30 +4%
CW
1080
CreativeOne Wealth
Kansas
$324K +$324K +788 New
SB
1081
Strategic Blueprint
Georgia
$323K +$8.63K +21 +3%
AC
1082
Alexandria Capital
Virginia
$322K -$28.8K -70 -8%
CPO
1083
Cerity Partners OCIO
New York
$318K +$318K +775 New
RWA
1084
RGT Wealth Advisors
Texas
$317K -$6.16K -15 -2%
IFS
1085
Ifrah Financial Services
Arkansas
$316K -$4.1K -10 -1%
GA
1086
Geller Advisors
New York
$316K
FCH
1087
Freestone Capital Holdings
Washington
$315K +$27.5K +67 +10%
EN1L
1088
Engine No 1 LLC
California
$314K +$314K +765 New
FNBT
1089
FineMark National Bank & Trust
Florida
$311K +$17.7K +43 +6%
BCM
1090
Buckhead Capital Management
Georgia
$310K -$10.3K -25 -3%
BFPW
1091
BOK Financial Private Wealth
Colorado
$309K +$62K +151 +25%
OWA
1092
One Wealth Advisors
California
$309K +$65.3K +159 +27%
VCM
1093
Violich Capital Management
California
$308K
CBFP
1094
Cedar Brook Financial Partners
Ohio
$307K +$6.16K +15 +2%
IWC
1095
Integrated Wealth Concepts
Massachusetts
$306K +$42.2K +103 +16%
GBT
1096
Grove Bank & Trust
Florida
$305K
BTWM
1097
Baker Tilly Wealth Management
Wisconsin
$305K +$9.03K +22 +3%
BFEC
1098
Benjamin F. Edwards & Company
Missouri
$300K
MFW
1099
Meristem Family Wealth
Minnesota
$300K
VCM
1100
Virtue Capital Management
Tennessee
$299K +$16.4K +40 +6%