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261 hedge funds and large institutions have $3.51B invested in Spire in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

0.68% more ownership

Funds ownership: 81.83%82.51% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $3.63B → $3.51B (-$121M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

3% less funds holding

Funds holding: 269261 (-8)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
96
Reduced
79
Closed
34
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
Larson Financial Group
Missouri
$20K
Cohen & Steers
227
Cohen & Steers
New York
$20K +$3.85K +47 +24%
S
228
SignatureFD
Georgia
$18K -$1.88K -23 -10%
Chevy Chase Trust
229
Chevy Chase Trust
Maryland
$18K +$17.3K +211 New
SCA
230
Stonebridge Capital Advisors
Minnesota
$17K
VRM
231
Vectors Research Management
New York
$17K
ASN
232
Advisory Services Network
Georgia
$17K +$1.64K +20 +11%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$17K +$16.4K +200 New
AIM
234
Anchor Investment Management
South Carolina
$16.7K
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$16K
PA
236
Parallel Advisors
California
$16K +$819 +10 +5%
VCM
237
Versant Capital Management
Arizona
$14K -$983 -12 -7%
FL
238
Fort LP
Maryland
$14K +$13.5K +165 New
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$12K
CIA
240
CSat Investment Advisory
Michigan
$10K +$1.72K +21 +20%
OPS
241
Orion Portfolio Solutions
Nebraska
$10K +$9.5K +116 New
NSIM
242
North Star Investment Management
Illinois
$9K
BFC
243
Bedel Financial Consulting
Indiana
$6K
HGWM
244
Harvest Group Wealth Management
Massachusetts
$5K
ST
245
Smithfield Trust
Pennsylvania
$5K
SFS
246
Sowell Financial Services
Arkansas
$5K +$328 +4 +7%
TT
247
TI-Trust
Illinois
$5K +$4.67K +57 New
BCI
248
Brinker Capital Investments
Pennsylvania
$5K +$4.75K +58 New
GRP
249
Global Retirement Partners
California
$4K +$3.69K +45 New
PA
250
Procyon Advisors
Connecticut
$4K +$3.69K +45 New

SR Hedge Fund Activity: Q4 2019 in Review

261 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2019, worth a combined $3.51B — down 3.3% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SR and 32 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 96 added.

The largest buyer was American Century Companies, adding an estimated $21.1M. The largest seller was Franklin Resources, cutting an estimated $35.1M.

  • 261 institutional investors held Spire (SR) as of Q4 2019, down from 269 in Q3 2019.
  • Funds reported $3.51B of Spire stock for Q4 2019, down 3.3% quarter-over-quarter.
  • 32 funds opened new Spire positions in Q4 2019 and 34 closed out, a net change of -2 holders.
  • The largest Spire buyer in Q4 2019 was American Century Companies, an estimated $21.1M added.
  • The largest Spire seller in Q4 2019 was Franklin Resources, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2019.