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277 hedge funds and large institutions have $3.33B invested in Spire in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

11% more funds holding

Funds holding: 250277 (+27)

8% more capital invested

Capital invested by funds: $3.08B → $3.33B (+$243M)

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

2.43% less ownership

Funds ownership: 82.1%79.67% (-2.4%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
277
Holders Change
+27
Holders Change %
+10.8%
% of All Funds
6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
56
Increased
85
Reduced
87
Closed
27
Calls
$838K
Puts
Net Calls
+$838K
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Assured Investment Management
New York
$71K +$61.1K +784 +933%
TRCT
227
Tower Research Capital (TRC)
New York
$67K +$63.4K +813 New
VCM
228
Versant Capital Management
Arizona
$62K -$64.6K -828 -52%
BAMG
229
Brand Asset Management Group
Missouri
$60K
Cohen & Steers
230
Cohen & Steers
New York
$59K +$56.2K +721 New
WCM
231
WealthBridge Capital Management
Ohio
$54K
FL
232
Fort LP
Maryland
$54K +$51.2K +656 New
JGIA
233
Jackson Grant Investment Advisers
Connecticut
$51K +$390 +5 +0.8%
FCA
234
FinTrust Capital Advisors
South Carolina
$49K
GWM
235
Geneos Wealth Management
Colorado
$49K
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$45K
OIA
237
OneDigital Investment Advisors
Kansas
$41K +$78 +1 +0.2%
CIA
238
ClearBridge Investments (Australia)
Australia
$40K +$37K +475 New
BWA
239
BDO Wealth Advisors
Florida
$39K -$125K -1,600 -77%
PFBT
240
Parkside Financial Bank & Trust
Missouri
$39K -$9.2K -118 -20%
GI
241
Gradient Investments
Minnesota
$36K
HNB
242
Huntington National Bank
Ohio
$36K
MCM
243
MV Capital Management
Maryland
$33K
GIC
244
Gantzert Investment Company
Illinois
$25K
BAM
245
Bruderman Asset Management
New York
$22K +$156 +2 +0.8%
LFG
246
Larson Financial Group
Missouri
$20K
PA
247
Parallel Advisors
California
$18K +$78 +1 +0.5%
BFEC
248
Benjamin F. Edwards & Company
Missouri
$18K +$4.52K +58 +36%
TA
249
TCG Advisors
Texas
$17K +$16.4K +210 New
AIM
250
Anchor Investment Management
South Carolina
$16.5K

SR Hedge Fund Activity: Q1 2019 in Review

277 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2019, worth a combined $3.33B — up 7.9% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SR positions and 27 closed out — a net gain of 29 holders — while 85 added to existing stakes and 87 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $19.4M. The largest seller was BlackRock, cutting an estimated $130M.

  • 277 institutional investors held Spire (SR) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $3.33B of Spire stock for Q1 2019, up 7.9% quarter-over-quarter.
  • 56 funds opened new Spire positions in Q1 2019 and 27 closed out, a net change of +29 holders.
  • The largest Spire buyer in Q1 2019 was Teachers Advisors, an estimated $19.4M added.
  • The largest Spire seller in Q1 2019 was BlackRock, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2019.