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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 %
CTB
1151
Country Trust Bank
Illinois
$112K
PMFA
1152
Plante Moran Financial Advisors
Michigan
$111K
SOW
1153
State of Wyoming
Wyoming
$105K +$105K +297 New
HI
1154
Human Investing
Oregon
$103K -$58.6K -166 -36%
CHC
1155
City Holding Co
West Virginia
$99K +$99K +282 New
TWA
1156
TCI Wealth Advisors
Arizona
$96K +$24K +68 +33%
VCM
1157
Versant Capital Management
Arizona
$95K
GAM
1158
GVO Asset Management
Switzerland
$92K +$92K +260 New
LAS
1159
Lloyd Advisory Services
Georgia
$89K +$80.9K +230 +1,000%
WB
1160
Webster Bank
Connecticut
$88K
KFI
1161
Key Financial Inc
Pennsylvania
$84K
LS
1162
Leelyn Smith
Illinois
$83K -$3.15K -9 -4%
WPA
1163
West Paces Advisors
Georgia
$82.6K
TIM
1164
Tortoise Investment Management
New York
$82K +$82K +233 New
NR
1165
Newfound Research
Massachusetts
$80K -$15.8K -45 -16%
CWP
1166
Concord Wealth Partners
Virginia
$80K +$42.1K +119 +111%
CFO
1167
CVA Family Office
Colorado
$76K +$76K +215 New
HWA
1168
HHM Wealth Advisors
Tennessee
$73K
WFA
1169
West Financial Advisors
Iowa
$71K
MRCM
1170
M&R Capital Management
New Jersey
$70K -$1.54M -4,405 -96%
EFSCE
1171
Enterprise Financial Services Corp (EFSC)
Missouri
$67K +$4.56K +13 +7%
LWM
1172
Liberty Wealth Management
California
$66K
ZB
1173
Zions Bancorporation
Utah
$65K -$8.08K -23 -11%
CMBA
1174
C.M. Bidwell & Associates
Hawaii
$62K +$3.54K +10 +6%
CHA
1175
Carmichael Hill & Associates
Maryland
$59K