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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
CCM
1101
Copeland Capital Management
Pennsylvania
$2K
HI
1102
Hudock Inc
Pennsylvania
$2K
JWBC
1103
John W. Brooker & Co
California
$2K
PWMG
1104
Prestige Wealth Management Group
New Jersey
$2K +$2.74K +10 New
EWP
1105
Engrave Wealth Partners
Texas
$1K -$3.29K -12 -67%
BAM
1106
Bellevue Asset Management
Washington
$1K -$274 -1 -33%
DI
1107
Disciplined Investments
Oklahoma
$1K
GI
1108
Gradient Investments
Minnesota
$1K
BWA
1109
BDO Wealth Advisors
Florida
$1K +$1.1K +4 New
EWM
1110
EPG Wealth Management
Georgia
$1K +$1.1K +4 New
PW
1111
Price Wealth
Texas
$1K +$1.1K +4 New
FCH
1112
Freestone Capital Holdings
Washington
$260 -$165K -602 -36%
WIM
1113
Westside Investment Management
California
$12 +$14K +51 New
TI
1114
tru Independence
Oregon
$8
OAG
1115
Orbis Allan Gray
Bermuda
-$341M -1,247,548 Closed
VVP
1116
Vulcan Value Partners
Alabama
-$227M -831,837 Closed
FCM
1117
Farallon Capital Management
California
-$175M -640,382 Closed
Balyasny Asset Management
1118
Balyasny Asset Management
Illinois
-$81.9M -299,779 Closed
N
1119
Natixis
France
-$57M -209,657 Closed
PC
1120
Packer & Co
Australia
-$46.1M -169,000 Closed
Squarepoint
1121
Squarepoint
New York
-$36.8M -134,721 Closed
PCM
1122
Prana Capital Management
Connecticut
-$21.3M -78,160 Closed
BC
1123
Breakline Capital
New York
-$11.3M -41,569 Closed
SCM
1124
Stevens Capital Management
Pennsylvania
-$10.5M -38,627 Closed
OAM
1125
Oxford Asset Management
United Kingdom
-$10.5M -38,497 Closed