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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 %
SFS
1101
Sowell Financial Services
Arkansas
$203K -$78.3K -238 -28%
VFA
1102
Voya Financial Advisors
Connecticut
$203K -$5.5K -17 -3%
KPWS
1103
Kestra Private Wealth Services
Texas
$203K +$12.9K +40 +7%
TCOT
1104
Trust Company of Toledo
Ohio
$203K +$19.4K +59 +11%
FCH
1105
Freestone Capital Holdings
Washington
$202K +$29.3K +89 +17%
FWP
1106
FAS Wealth Partners
Kansas
$202K +$202K +615 New
RIG
1107
RiverFront Investment Group
Virginia
$201K +$201K +611 New
RPWA
1108
Regent Peak Wealth Advisors
Georgia
$199K +$2.63K +8 +1%
FHA
1109
First Horizon Advisors
Tennessee
$184K
JFGIW
1110
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$172K +$146K +444 +562%
PCM
1111
Penserra Capital Management
California
$167K +$22.6K +69 +16%
HI
1112
Hendershot Investments
Virginia
$155K
GAM
1113
Gemmer Asset Management
California
$155K +$113K +345 +272%
GWM
1114
Geneos Wealth Management
Colorado
$155K +$99K +555 +177%
HI
1115
Human Investing
Oregon
$151K -$3.96K -12 -3%
LTI
1116
Laffer Tengler Investments
Tennessee
$150K
LC
1117
Lindbrook Capital
California
$148K +$1.32K +4 +0.9%
CAAS
1118
Capital Asset Advisory Services
Michigan
$146K +$146K +443 New
BCA
1119
Berman Capital Advisors
Georgia
$145K +$11.8K +36 +9%
PCG
1120
Private Capital Group
Connecticut
$138K +$28.3K +86 +26%
CB
1121
CNB Bank
Pennsylvania
$135K +$19.3K +59 +17%
VBCG
1122
Valley Brook Capital Group
Pennsylvania
$131K +$131K +400 New
AWM
1123
Avior Wealth Management
Nebraska
$128K +$6.53K +20 +5%
SAI
1124
Systematic Alpha Investments
New Jersey
$128K +$128K +388 New
PWMG
1125
Prestige Wealth Management Group
New Jersey
$125K +$24.8K +75 +25%