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S&P Global

1,114 hedge funds and large institutions have $49.7B invested in S&P Global in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 402 increasing their positions, 441 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 108

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

1.26% more ownership

Funds ownership: 83.11%84.37% (+1.3%)

1% more funds holding

Funds holding: 1,1071,114 (+7)

9% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 441

10% less capital invested

Capital invested by funds: $55.4B → $49.7B (-$5.72B)

10% less call options, than puts

Call options by funds: $217M | Put options by funds: $243M

Holders
1,114
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
24.55%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.15%
New
127
Increased
402
Reduced
441
Closed
108
Calls
$217M
Puts
$243M
Net Calls
-$25.1M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1176
Anfield Capital Management
California
-$310K -1,052 Closed
BMA
1177
Brooks Moore & Associates
Tennessee
-$273K -1,000 Closed
PHS
1178
Pekin Hardy Strauss
Illinois
-$273K -1,000 Closed
CRCM
1179
Corbett Road Capital Management
Virginia
-$271K -992 Closed
SS
1180
Sunbelt Securities
Texas
-$266K -975 Closed
SIM
1181
Stratos Investment Management
Ohio
-$259K -948 Closed
BAM
1182
Blueshift Asset Management
New Jersey
-$247K -906 Closed
SWP
1183
Stratos Wealth Partners
Ohio
-$247K -906 Closed
BCM
1184
BlueCrest Capital Management
Jersey
-$236K -865 Closed
BSPF
1185
British Steel Pension Fund
United Kingdom
-$236K -863 Closed
JIP
1186
Jaffetilchin Investment Partners
Florida
-$227K -833 Closed
VCA
1187
Verdence Capital Advisors
Maryland
-$223K -818 Closed
ACA
1188
Affinity Capital Advisors
California
-$222K -812 Closed
ACM
1189
Avalon Capital Management
California
-$218K -800 Closed
H
1190
HoyleCohen
California
-$218K -800 Closed
FG
1191
Fiduciary Group
Georgia
-$218K -797 Closed
SAM
1192
Secure Asset Management
Michigan
-$216K -792 Closed
MC
1193
Moors & Cabot
Massachusetts
-$216K -790 Closed
CBFP
1194
Cedar Brook Financial Partners
Ohio
-$210K -769 Closed
DJSG
1195
D.J. St. Germain
Massachusetts
-$208K -761 Closed
GBT
1196
Grove Bank & Trust
Florida
-$205K -749 Closed
SB
1197
Strategic Blueprint
Georgia
-$201K -735 Closed
FMT
1198
First Mercantile Trust
Tennessee
-$199K -728 Closed
GLI
1199
Guardian Life Insurance
New York
-$197K -720 Closed
NIM
1200
NuWave Investment Management
New Jersey
-$194K -710 Closed