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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 %
CAMG
1101
CWA Asset Management Group
Florida
$229K +$229K +649 New
IWC
1102
Integrated Wealth Concepts
Massachusetts
$227K -$883K -2,501 -80%
PFM
1103
Parsec Financial Management
North Carolina
$227K -$1.77K -5 -0.8%
RPWA
1104
Regent Peak Wealth Advisors
Georgia
$225K +$11.6K +33 +5%
SHGA
1105
Sand Hill Global Advisors
California
$224K -$19K -54 -8%
JIP
1106
Jaffetilchin Investment Partners
Florida
$224K +$224K +635 New
NAMP
1107
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$223K
UR
1108
USCA RIA
Texas
$223K +$223K +631 New
CFO
1109
Collective Family Office
Pennsylvania
$223K +$223K +633 New
TCOT
1110
Trust Company of Toledo
Ohio
$218K
WIC
1111
Water Island Capital
New York
$218K +$218K +617 New
FWP
1112
FAS Wealth Partners
Kansas
$217K
DY
1113
Dowling & Yahnke
California
$217K +$217K +615 New
MSS
1114
Mitchell Sinkler & Starr
Pennsylvania
$216K +$216K +612 New
GKWIM
1115
Gerber Kawasaki Wealth & Investment Management
California
$215K -$42.6K -121 -17%
BFA
1116
Bragg Financial Advisors
North Carolina
$215K +$215K +608 New
PCM
1117
Penserra Capital Management
California
$214K +$34.4K +98 +19%
BFPW
1118
BOK Financial Private Wealth
Colorado
$213K +$213K +602 New
HIP
1119
HUB Investment Partners
Texas
$212K
TIA
1120
Traphagen Investment Advisors
New Jersey
$212K +$212K +600 New
CMP
1121
Courage Miller Partners
Virginia
$210K +$210K +595 New
OWA
1122
One Wealth Advisors
California
$209K +$209K +593 New
PA
1123
PFG Advisors
Arizona
$208K +$208K +591 New
BWP
1124
BSW Wealth Partners
Colorado
$207K +$207K +585 New
BBHC
1125
Brown Brothers Harriman & Co
New York
$206K +$204K +578,522 +8,740%