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SPA

Sparton
SPA

Delisted

SPA was delisted on the 4th of March, 2019.

81 hedge funds and large institutions have $145M invested in Sparton in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $665K

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $135M → $145M (+$10.2M)

12% less funds holding

Funds holding: 9281 (-11)

67% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 15

Holders
81
Holders Change
-11
Holders Change %
-11.96%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
33
Reduced
24
Closed
15
Calls
$1.03M
Puts
$665K
Net Calls
+$364K
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Kennedy Capital Management
Missouri
$14.5M +$4.16M +211,114 +47%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.3M -$1.32M -66,889 -9%
BlackRock
3
BlackRock
New York
$11.4M +$320K +16,229 +3%
AQR Capital Management
4
AQR Capital Management
Connecticut
$8.26M +$2.77M +140,487 +60%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.22M +$112K +5,693 +2%
BCM
6
Beddow Capital Management
Wyoming
$7.86M -$125K -6,349 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$5.64M +$514K +26,077 +11%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.72M +$714K +36,200 +20%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$4.7M +$4.21M +213,662 New
State Street
10
State Street
Massachusetts
$4.06M +$251K +12,744 +7%
TSP
11
Tappan Street Partners
Illinois
$3.96M -$1.97M -100,000 -36%
Franklin Resources
12
Franklin Resources
California
$3.52M
BA
13
Bard Associates
Illinois
$3.04M -$9.86K -500 -0.4%
COPPSERS
14
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.94M +$2.63M +133,565 New
Charles Schwab
15
Charles Schwab
California
$2.91M +$556K +28,205 +27%
AG
16
Algert Global
California
$2.91M +$398K +20,175 +18%
PCM
17
Perritt Capital Management
Illinois
$2.71M -$7.88K -400 -0.3%
Northern Trust
18
Northern Trust
Illinois
$2.4M +$73.2K +3,713 +4%
TCIM
19
TIAA CREF Investment Management
New York
$2.29M +$723K +36,667 +54%
BCA
20
Benchmark Capital Advisors
New York
$2.2M -$42K -2,130 -2%
UR
21
USCA RIA
Texas
$2.2M
CCMH
22
Cornerstone Capital Management Holdings
New York
$2.12M +$777K +39,400 +69%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$2.08M -$106K -5,358 -5%
Morgan Stanley
24
Morgan Stanley
New York
$2.07M +$757K +38,382 +69%
NI
25
Numeric Investors
Massachusetts
$2M +$97K +4,923 +6%

SPA Hedge Fund Activity: Q2 2017 in Review

81 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sparton (SPA) for Q2 2017, worth a combined $145M — up 7.6% from $135M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SPA and 5 opened new positions — a net loss of 10 holders — while 24 trimmed existing stakes and 33 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $4.21M. The largest seller was Tappan Street Partners, cutting an estimated $1.97M.

  • 81 institutional investors held Sparton (SPA) as of Q2 2017, down from 92 in Q1 2017.
  • Funds reported $145M of Sparton stock for Q2 2017, up 7.6% quarter-over-quarter.
  • 5 funds opened new Sparton positions in Q2 2017 and 15 closed out, a net change of -10 holders.
  • The largest Sparton buyer in Q2 2017 was Janus Henderson Group, an estimated $4.21M added.
  • The largest Sparton seller in Q2 2017 was Tappan Street Partners, an estimated $1.97M sold.

Based on aggregated 13F filings for Q2 2017.