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Spire
SR

255 hedge funds and large institutions have $3.04B invested in Spire in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 86

4% more capital invested

Capital invested by funds: $2.92B → $3.04B (+$119M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.16% less ownership

Funds ownership: 83.22% → 83.06% (-0.16%)

6% less funds holding

Funds holding: 270 → 255 (-15)

37% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 38

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
5.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
93
Reduced
86
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$21.8M
2
CWM
Cornerstone Wealth Management
Missouri
+$15.5M
3
Macquarie Group
Macquarie Group
Australia
+$14.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.82M
5
State Street
State Street
Massachusetts
+$7.94M

Top Sellers

1
SBH
Segall Bryant & Hamill
Illinois
-$13.1M
2
Deutsche Bank
Deutsche Bank
Germany
-$12.5M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
WG
Winton Group
United Kingdom
-$7.99M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
226
Huntington National Bank
Ohio
$32K – – –
MCM
227
MV Capital Management
Maryland
$29K – – –
IA
228
IFP Advisors
Florida
$28K – – –
JIR
229
James Investment Research
Ohio
$26K – – –
PFBT
230
Parkside Financial Bank & Trust
Missouri
$23K +$148 +2 +0.6%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$22K – – –
SPIA
232
Steward Partners Investment Advisory
New York
$22K +$21.9K +296 New
BAM
233
Bruderman Asset Management
New York
$19K +$148 +2 +0.8%
PCG
234
Private Capital Group
Connecticut
$19K +$4.21K +57 +28%
PA
235
Parallel Advisors
California
$16K – – –
1IA
236
1834 Investment Advisors
Wisconsin
$15K – – –
AIM
237
Anchor Investment Management
South Carolina
$14.7K – – –
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
JA
239
JOYN Advisors
Georgia
$14K +$2.51K +34 +22%
VRM
240
Vectors Research Management
New York
$14K +$14.8K +200 New
S
241
SignatureFD
Georgia
$12K – – –
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
NSIM
243
North Star Investment Management
Illinois
$8K – – –
SFM
244
Signet Financial Management
New Jersey
$6K +$5.03K +68 +340%
BFC
245
Bedel Financial Consulting
Indiana
$5K – – –
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
$4K – – –
ST
247
Smithfield Trust
Pennsylvania
$4K – – –
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$4K +$4.29K +58 New
DA
249
Denali Advisors
California
$2K – – –
QCG
250
Quadrant Capital Group
Ohio
$2K – – –
8 9
10
11 12

SR Hedge Fund Activity: Q3 2018 in Review

255 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2018, worth a combined $3.04B — up 4.1% from $2.92B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SR and 24 opened new positions — a net loss of 14 holders — while 86 trimmed existing stakes and 93 added.

The largest buyer was BlackRock, adding an estimated $21.8M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $13.1M sold.

  • 255 institutional investors held Spire (SR) as of Q3 2018, down from 270 in Q2 2018.
  • Funds reported $3.04B of Spire stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 24 funds opened new Spire positions in Q3 2018 and 38 closed out, a net change of -14 holders.
  • The largest Spire buyer in Q3 2018 was BlackRock, an estimated $21.8M added.
  • The largest Spire seller in Q3 2018 was Segall Bryant & Hamill, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2018.