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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 %
EMFAT
1126
Emerald Mutual Fund Advisers Trust
Pennsylvania
$120K +$120K +364 New
CI
1127
CX Institutional
Indiana
$107K +$35.2K +107 +49%
CTB
1128
Country Trust Bank
Illinois
$105K
PMFA
1129
Plante Moran Financial Advisors
Michigan
$103K -$360K -1,096 -78%
RA
1130
Rational Advisors
New York
$101K +$92.8K +282 +1,128%
Jones Financial Companies
1131
Jones Financial Companies
Missouri
$96K +$96K +292 New
NR
1132
Newfound Research
Massachusetts
$90K +$90K +273 New
VCM
1133
Versant Capital Management
Arizona
$88K -$196K -600 -69%
CG
1134
Cutler Group
California
$87K -$566K -1,736 -87%
HFM
1135
Harvest Fund Management
China
$85K -$449K -1,368 -84%
BFEC
1136
Benjamin F. Edwards & Company
Missouri
$84K -$15.2K -46 -15%
WEC
1137
Winslow Evans & Crocker
Massachusetts
$82K -$725K -2,210 -90%
CYG
1138
Clean Yield Group
Vermont
$82K
WB
1139
Webster Bank
Connecticut
$82K
LS
1140
Leelyn Smith
Illinois
$81K +$8.23K +25 +11%
KFI
1141
Key Financial Inc
Pennsylvania
$79K +$79K +239 New
WPA
1142
West Paces Advisors
Georgia
$76.9K
TF
1143
Tompkins Financial
New York
$71K +$71K +216 New
ZB
1144
Zions Bancorporation
Utah
$68K
HWA
1145
HHM Wealth Advisors
Tennessee
$68K
TWA
1146
TCI Wealth Advisors
Arizona
$67K
LWM
1147
Liberty Wealth Management
California
$66K +$319 +1 +0.5%
WFA
1148
West Financial Advisors
Iowa
$66K +$66K +200 New
HGWM
1149
Harvest Group Wealth Management
Massachusetts
$60K +$6.92K +21 +13%
EFSCE
1150
Enterprise Financial Services Corp (EFSC)
Missouri
$59K -$8.29K -25 -12%