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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 %
TF
1376
Tompkins Financial
New York
-$71K -216 Closed
HGWM
1377
Harvest Group Wealth Management
Massachusetts
-$60K -182 Closed
EA
1378
Elm Advisors
California
-$58K -175 Closed
CCA
1379
Childress Capital Advisors
Texas
-$57K -167 Closed
HIM
1380
Hillsdale Investment Management
Ontario, Canada
-$53K -160 Closed
CDIA
1381
Capital Directions Investment Advisors
Georgia
-$38K -115 Closed
AWG
1382
Altus Wealth Group
Colorado
-$33K -101 Closed
VCG
1383
Vantage Consulting Group
Virginia
-$33K -100 Closed
D
1384
Diversified
Delaware
-$34K -96 Closed
NFSG
1385
Newbridge Financial Services Group
Florida
-$30K -90 Closed
VCM
1386
Vigilant Capital Management
Maine
-$25K -75 Closed
GLLW
1387
Graves Light Lenhart Wealth
Virginia
-$20K -60 Closed
FWM
1388
FSA Wealth Management
Massachusetts
-$18K -54 Closed
AS
1389
Altshuler Shaham
Israel
-$15K -47 Closed
MF
1390
Manchester Financial
California
-$12K -36 Closed
TI
1391
tru Independence
Oregon
-$12 -36 Closed
HWM
1392
HighMark Wealth Management
Minnesota
-$9K -26 Closed
BSG
1393
Black Swift Group
Colorado
-$7K -22 Closed
IA
1394
Inspire Advisors
Idaho
-$5K -15 Closed
DWM
1395
Defined Wealth Management
Oregon
-$5K -14 Closed
ONST
1396
Old North State Trust
North Carolina
-$4K -13 Closed
BCMIO
1397
Beacon Capital Management Inc (Ohio)
Ohio
-$4K -11 Closed
IFAM
1398
Institutional & Family Asset Management
Colorado
-$3K -10 Closed
RWA
1399
Ropes Wealth Advisors
Massachusetts
-$3K -10 Closed
CWM
1400
Curi Wealth Management
North Carolina
-$2K -8 Closed