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S&P Global

1,267 hedge funds and large institutions have $68.3B invested in S&P Global in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 512 increasing their positions, 412 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+58
Holders Change %
+4.8%
% of All Funds
22.48%
Holding in Top 10
40
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-34.43%
% of All Funds
0.71%
New
162
Increased
512
Reduced
412
Closed
89
Calls
$685M
Puts
$509M
Net Calls
+$177M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1226
Baystate Wealth Management
Massachusetts
$10K -$30.3K -91 -75%
OIA
1227
Optimum Investment Advisors
Illinois
$10K
BWA
1228
BDO Wealth Advisors
Florida
$10K
IAS
1229
IMA Advisory Services
Colorado
$9K
HWM
1230
HighMark Wealth Management
Minnesota
$9K
TSW
1231
Thompson Siegel & Walmsley
Virginia
$8K
LAS
1232
Lloyd Advisory Services
Georgia
$8K
FA
1233
Fortis Advisors
Pennsylvania
$8K +$8K +25 New
BWM
1234
BerganKDV Wealth Management
Minnesota
$7K -$2.1K -6 -23%
APW
1235
Acima Private Wealth
Virginia
$7K
BSG
1236
Black Swift Group
Colorado
$7K +$7K +22 New
MLFP
1237
MPS Loria Financial Planners
Illinois
$6K +$6K +18 New
KFS
1238
Kelly Financial Services
Massachusetts
$5.92K +$5.92K +18 New
CIA
1239
CSat Investment Advisory
Michigan
$5K -$219K -700 -98%
Kayne Anderson Rudnick Investment Management
1240
Kayne Anderson Rudnick Investment Management
California
$5K
SBL
1241
Sargent Bickham Lagudis
Colorado
$5K +$5K +14 New
DWM
1242
Defined Wealth Management
Oregon
$5K +$5K +14 New
IA
1243
Inspire Advisors
Idaho
$5K +$5K +15 New
PCA
1244
Providence Capital Advisors
North Carolina
$4K
BCMIO
1245
Beacon Capital Management Inc (Ohio)
Ohio
$4K
PCTC
1246
Perkins Coie Trust Company
Washington
$4K
SFO
1247
Standard Family Office
South Dakota
$4K +$4K +11 New
ONST
1248
Old North State Trust
North Carolina
$4K +$4K +13 New
CWC
1249
Carolinas Wealth Consulting
North Carolina
$3K -$1.8K -6 -38%
CCM
1250
Copeland Capital Management
Pennsylvania
$3K