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S&P Global

1,291 hedge funds and large institutions have $75.9B invested in S&P Global in 2021 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 517 increasing their positions, 408 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
+24
Holders Change %
+1.89%
% of All Funds
22.73%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.69%
New
148
Increased
517
Reduced
408
Closed
111
Calls
$603M
Puts
$523M
Net Calls
+$79.3M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1251
Baystate Wealth Management
Massachusetts
$11K
FFC
1252
First Financial Corp
Indiana
$11K
TSW
1253
Thompson Siegel & Walmsley
Virginia
$11K +$2.13K +6 +24%
CIA
1254
CSat Investment Advisory
Michigan
$10K +$4.07K +11 +69%
ANBT
1255
American National Bank & Trust
Texas
$10K +$10K +28 New
KFS
1256
Kelly Financial Services
Massachusetts
$9.9K +$3.53K +10 +56%
IAS
1257
IMA Advisory Services
Colorado
$9K
FA
1258
Fortis Advisors
Pennsylvania
$9K
DOA
1259
D'Orazio & Associates
Virginia
$9K +$9K +25 New
APW
1260
Acima Private Wealth
Virginia
$8K
BWM
1261
BerganKDV Wealth Management
Minnesota
$7K
MLFP
1262
MPS Loria Financial Planners
Illinois
$6K
Kayne Anderson Rudnick Investment Management
1263
Kayne Anderson Rudnick Investment Management
California
$6K
NIC
1264
Northwest Investment Counselors
Oregon
$6K +$6K +17 New
SBL
1265
Sargent Bickham Lagudis
Colorado
$5K
HDIM
1266
Hanson & Doremus Investment Management
Vermont
$5K +$5K +13 New
SFO
1267
Standard Family Office
South Dakota
$4K
PCTC
1268
Perkins Coie Trust Company
Washington
$4K
PCA
1269
Providence Capital Advisors
North Carolina
$4K
SPWG
1270
Sage Private Wealth Group
Illinois
$4K
SWG
1271
Summit Wealth Group
Vermont
$4K +$4K +12 New
EWM
1272
Elite Wealth Management
Washington
$3.54K +$1.11K +3,157 +46%
HI
1273
Hudock Inc
Pennsylvania
$3K -$15.8K -58 -84%
BC
1274
Bartlett & Co
Ohio
$3K
DWMG
1275
DB Wealth Management Group
California
$3K