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S&P Global

1,209 hedge funds and large institutions have $72.4B invested in S&P Global in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 423 increasing their positions, 487 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+35
Holders Change %
+2.98%
% of All Funds
24.46%
Holding in Top 10
61
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.15%
% of All Funds
1.23%
New
91
Increased
423
Reduced
487
Closed
48
Calls
$664M
Puts
$751M
Net Calls
-$86.4M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NNP
1101
Nachman Norwood & Parrott
South Carolina
$76K +$76K +210 New
CAL
1102
Capital Analysts LLC
Pennsylvania
$75K
ZB
1103
Zions Bancorporation
Utah
$75K
HWA
1104
HHM Wealth Advisors
Tennessee
$75K
LWM
1105
Liberty Wealth Management
California
$74K -$5.75K -16 -7%
EFSCE
1106
Enterprise Financial Services Corp (EFSC)
Missouri
$74K
TWA
1107
TCI Wealth Advisors
Arizona
$74K
C
1108
Cerebellum
California
$66K -$210K -580 -76%
LWA
1109
Lenox Wealth Advisors
New York
$66K
AS
1110
Altshuler Shaham
Israel
$62K +$14.5K +40 +31%
CHA
1111
Carmichael Hill & Associates
Maryland
$60K
GRP
1112
Global Retirement Partners
California
$59K
RFA
1113
Reilly Financial Advisors
California
$59K +$362 +1 +0.6%
KTC
1114
Kistler-Tiffany Companies
Pennsylvania
$58K
HGWM
1115
Harvest Group Wealth Management
Massachusetts
$58K
RIM
1116
Rampart Investment Management
Connecticut
$55K -$1.57M -4,357 -97%
WLPWM
1117
Walled Lake Planning & Wealth Management
Illinois
$54K
SLF
1118
Sun Life Financial
Ontario, Canada
$52K -$361 -1 -0.7%
PB
1119
Pinnacle Bancorp
Nebraska
$52K
MAM
1120
Magellan Asset Management
Australia
$52K +$34.4K +96 +196%
RIM
1121
Rockbridge Investment Management
New York
$50K +$50K +140 New
TAIM
1122
TD Ameritrade Investment Management
Nebraska
$47K +$2.17K +6 +5%
FMII
1123
Farmers & Merchants Investments Inc
Nebraska
$46K -$2.17K -6 -5%
GAM
1124
Gemmer Asset Management
California
$46K
EARNEST Partners
1125
EARNEST Partners
Georgia
$46K