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252 hedge funds and large institutions have $2.29B invested in Spire in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 83

6% more funds holding

Funds holding: 237252 (+15)

1% less capital invested

Capital invested by funds: $2.3B → $2.29B (-$12.7M)

2.07% less ownership

Funds ownership: 79.75%77.68% (-2.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
6.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
92
Reduced
83
Closed
26
Calls
$1.73M
Puts
Net Calls
+$1.73M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Bruderman Asset Management
New York
$59K +$36K +572 +168%
SWA
227
Sutton Wealth Advisors
Florida
$52.7K
GWM
228
Geneos Wealth Management
Colorado
$50K +$3.15K +50 +7%
MA
229
MUFG Americas
New York
$45K
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$44K +$4.66K +74 +12%
QI
231
QS Investors
New York
$42K
JGIA
232
Jackson Grant Investment Advisers
Connecticut
$37K +$252 +4 +0.7%
DSC
233
Duncker Streett & Co
Missouri
$33K
MFS
234
MSI Financial Services
Massachusetts
$32K -$15.8K -251 -34%
IWM
235
IHT Wealth Management
Illinois
$32K +$31.5K +500 New
BJ
236
BlackRock Japan
Japan
$29K
GI
237
Gradient Investments
Minnesota
$28K
ACM
238
Armbruster Capital Management
New York
$26K -$12.6K -200 -33%
MCM
239
MV Capital Management
Maryland
$26K
SPIA
240
Steward Partners Investment Advisory
New York
$23K +$22.5K +357 New
VanEck Associates
241
VanEck Associates
New York
$20K +$3.84K +61 +24%
Nomura Asset Management
242
Nomura Asset Management
Japan
$19K +$18.2K +290 New
BFEC
243
Benjamin F. Edwards & Company
Missouri
$13K
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.3K +195 New
AIM
245
Acrospire Investment Management
Illinois
$13K +$12.6K +200 New
DADC
246
D.A. Davidson & Co
Montana
$12K
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$10K
NSIM
248
North Star Investment Management
Illinois
$7K +$6.54K +104 New
PA
249
Parallel Advisors
California
$6K +$6.29K +100 New
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$2K -$2.78M -44,192 -100%

SR Hedge Fund Activity: Q4 2016 in Review

252 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2016, worth a combined $2.29B — down 0.55% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SR positions and 26 closed out — a net gain of 19 holders — while 92 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.1M. The largest seller was Brookfield Corp, exiting entirely with an estimated $45.5M sold.

  • 252 institutional investors held Spire (SR) as of Q4 2016, up from 237 in Q3 2016.
  • Funds reported $2.29B of Spire stock for Q4 2016, down 0.55% quarter-over-quarter.
  • 45 funds opened new Spire positions in Q4 2016 and 26 closed out, a net change of +19 holders.
  • The largest Spire buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $25.1M added.
  • The largest Spire seller in Q4 2016 was Brookfield Corp, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2016.