We are live on ! Find out more
SPGI icon

S&P Global

1,179 hedge funds and large institutions have $66.6B invested in S&P Global in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 382 increasing their positions, 465 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 69

34% more capital invested

Capital invested by funds: $49.7B → $66.6B (+$16.9B)

25% more funds holding in top 10

Funds holding in top 10: 5265 (+13)

6% more funds holding

Funds holding: 1,1141,179 (+65)

0.4% less ownership

Funds ownership: 84.37%83.97% (-0.4%)

18% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 465

25% less call options, than puts

Call options by funds: $377M | Put options by funds: $501M

Holders
1,179
Holders Change
+65
Holders Change %
+5.83%
% of All Funds
24.17%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
142
Increased
382
Reduced
465
Closed
69
Calls
$377M
Puts
$501M
Net Calls
-$123M
Net Calls Change
-$98.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1226
Personal CFO Solutions
New Jersey
-$215K -878 Closed
ER
1227
Enlightenment Research
Florida
-$213K -800 Closed
FA
1228
Fortis Advisors
Pennsylvania
-$178K -727 Closed
PCM
1229
Prelude Capital Management
New York
-$186K -619 Closed
HDIM
1230
Hanson & Doremus Investment Management
Vermont
-$74K -300 Closed
AIC
1231
Ameritas Investment Company
Nebraska
-$68K -278 Closed
BII
1232
Bainco International Investors
Massachusetts
-$62K -254 Closed
IUHSA
1233
Itau Unibanco Holding S.A.
Brazil
-$58K -238 Closed
NSIM
1234
North Star Investment Management
Illinois
-$42K -170 Closed
CC
1235
Cognios Capital
Kansas
-$35K -143 Closed
SMFS
1236
Squar Milner Financial Services
California
-$18K -76 Closed
CCM
1237
Cox Capital Management
Massachusetts
-$20K -75 Closed
DWM
1238
Darwin Wealth Management
Florida
-$17K -75 Closed
QAM
1239
QCI Asset Management
New York
-$12K -50 Closed
IRC
1240
Investors Research Corp
Georgia
-$12K -49 Closed
WAP
1241
Wealthcare Advisory Partners
Pennsylvania
-$11K -44 Closed
KFI
1242
Key Financial Inc
Pennsylvania
-$8K -34 Closed
AA
1243
Advisory Alpha
Michigan
-$7.55K -27 Closed
WCM
1244
Wealthcare Capital Management
Virginia
-$4K -18 Closed
SCA
1245
Stonebridge Capital Advisors
Minnesota
-$3K -14 Closed
EWM
1246
EPG Wealth Management
Georgia
-$1K -4 Closed
PW
1247
Price Wealth
Texas
-$1K -4 Closed
BAM
1248
Bellevue Asset Management
Washington
-$1K -2 Closed