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S&P Global

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
1126
Shufro Rose & Co
New York
$274K
UBV
1127
United Bank (Virginia)
Virginia
$274K +$274K +668 New
ACA
1128
Affinity Capital Advisors
California
$273K -$8.2K -20 -3%
PPW
1129
Pasadena Private Wealth
California
$268K +$1.64K +4 +0.6%
LWMM
1130
Legacy Wealth Management (Mississippi)
Mississippi
$268K
FMT
1131
First Mercantile Trust
Tennessee
$267K -$24.6K -60 -8%
ANTB
1132
AMG National Trust Bank
Colorado
$266K -$7.39K -18 -3%
AWA
1133
Arete Wealth Advisors
Illinois
$266K
MSS
1134
Mitchell Sinkler & Starr
Pennsylvania
$266K +$14.4K +35 +6%
PFM
1135
Parsec Financial Management
North Carolina
$264K
AWP
1136
Ascent Wealth Partners
New York
$262K +$262K +639 New
UR
1137
USCA RIA
Texas
$261K +$2.05K +5 +0.8%
CFO
1138
Collective Family Office
Pennsylvania
$260K
NAMP
1139
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K
TA
1140
Tiedemann Advisors
New York
$256K -$11.5K -28 -4%
4WM
1141
44 Wealth Management
Oregon
$255K -$32.5K -79 -11%
TCOT
1142
Trust Company of Toledo
Ohio
$254K
Lido Advisors
1143
Lido Advisors
California
$253K -$25.8K -63 -9%
FWP
1144
FAS Wealth Partners
Kansas
$252K
DY
1145
Dowling & Yahnke
California
$252K
ECM
1146
Evergreen Capital Management
Washington
$251K +$251K +612 New
BFA
1147
Bragg Financial Advisors
North Carolina
$250K
GKWIM
1148
Gerber Kawasaki Wealth & Investment Management
California
$250K +$409 +1 +0.2%
MFG
1149
Menard Financial Group
Texas
$249K +$249K +607 New
Fisher Asset Management
1150
Fisher Asset Management
Washington
$248K -$141K -343 -36%