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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 %
BCP
1201
Blue Chip Partners
Michigan
$186K -$6.98K -17 -4%
CHC
1202
City Holding Co
West Virginia
$181K +$65K +158 +56%
PWMG
1203
Prestige Wealth Management Group
New Jersey
$178K +$5.33K +13 +3%
NFG
1204
Next Financial Group
Texas
$175K +$117K +283 +199%
KFS
1205
Kelly Financial Services
Massachusetts
$174K +$174K +71,463 +255,225%
DMBA
1206
Deseret Mutual Benefit Administrators
Utah
$162K +$162K +394 New
AS
1207
Altshuler Shaham
Israel
$155K +$155K +376 New
BAM
1208
Barrett Asset Management
New York
$154K
SOW
1209
State of Wyoming
Wyoming
$153K +$31.2K +76 +26%
LAS
1210
Lloyd Advisory Services
Georgia
$151K +$46.9K +114 +45%
PCG
1211
Private Capital Group
Connecticut
$150K +$5.33K +13 +4%
EMFAT
1212
Emerald Mutual Fund Advisers Trust
Pennsylvania
$149K +$149K +364 New
PHK
1213
Point72 Hong Kong
Hong Kong
$137K +$137K +333 New
CTB
1214
Country Trust Bank
Illinois
$131K
AWM
1215
Avior Wealth Management
Nebraska
$129K -$31K -76 -19%
KFI
1216
Key Financial Inc
Pennsylvania
$127K +$24.5K +57 +24%
MFT
1217
Moisand Fitzgerald Tamayo
Florida
$127K +$127K +310 New
CFO
1218
CVA Family Office
Colorado
$126K +$37.5K +91 +42%
CIM
1219
CCLA Investment Management
United Kingdom
$126K +$622 +1,516 +0.5%
TWA
1220
TCI Wealth Advisors
Arizona
$111K -$410 -1 -0.4%
VCM
1221
Versant Capital Management
Arizona
$110K
GAM
1222
GVO Asset Management
Switzerland
$107K
PWM
1223
Prentice Wealth Management
New York
$105K +$50K +122 +91%
WB
1224
Webster Bank
Connecticut
$103K
CYG
1225
Clean Yield Group
Vermont
$103K +$103K +250 New