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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
ZF
1201
Zhang Financial
Michigan
-$209K -700 Closed
WA
1202
Waverly Advisors
Alabama
-$207K -699 Closed
BCP
1203
Blue Chip Partners
Michigan
-$163K -598 Closed
AP
1204
Advisors Preferred
Maryland
-$141K -517 Closed
IIA
1205
ICW Investment Advisors
Arizona
-$73K -267 Closed
TPWA
1206
TRUE Private Wealth Advisors
Oregon
-$58K -214 Closed
LB
1207
Legacy Bridge
Iowa
-$48K -175 Closed
RIA
1208
Realta Investment Advisors
Delaware
-$44K -169 Closed
EWA
1209
Evolution Wealth Advisors
Florida
-$45K -165 Closed
EIM
1210
Essex Investment Management
Massachusetts
-$29K -108 Closed
CCA
1211
Catalyst Capital Advisors
New York
-$27K -100 Closed
GCM
1212
Gables Capital Management
Florida
-$27K -100 Closed
SIC
1213
Samalin Investment Counsel
New York
-$21K -78 Closed
ACM
1214
Allred Capital Management
Texas
-$17.7K -65 Closed
BAMG
1215
Brand Asset Management Group
Missouri
-$8K -28 Closed
SL
1216
Savior LLC
Massachusetts
-$7K -27 Closed
LWM
1217
Lionsbridge Wealth Management
Florida
-$4K -15 Closed
HWM
1218
Howard Wealth Management
Connecticut
-$3K -14 Closed
FPFS
1219
First Personal Financial Services
North Carolina
-$3K -12 Closed
FANJ
1220
Financial Architects (New Jersey)
New Jersey
-$2K -7 Closed
HWA
1221
Heritage Wealth Advisors
Virginia
-$1.36K -5 Closed
WQ
1222
Wealth Quarterback
New Jersey
-$1.11K -4 Closed