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265 hedge funds and large institutions have $3.12B invested in Spire in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 94 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% more ownership

Funds ownership: 82.78%83.73% (+0.96%)

1% less capital invested

Capital invested by funds: $3.15B → $3.12B (-$33M)

5% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 99

3% less funds holding

Funds holding: 274265 (-9)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
265
Holders Change
-9
Holders Change %
-3.28%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
94
Reduced
99
Closed
29
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$39K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$32K
MCM
227
MV Capital Management
Maryland
$29K
SCA
228
Stonebridge Capital Advisors
Minnesota
$29K +$14.9K +200 +100%
MWC
229
MBM Wealth Consultants
Missouri
$27K
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$25K +$2.23K +30 +9%
HI
231
Harbour Investments
Wisconsin
$25K +$3.43K +46 +15%
FF
232
FourThought Financial
Florida
$25K +$20.1K +270 +342%
BCA
233
Berman Capital Advisors
Georgia
$20K +$894 +12 +4%
LFG
234
Larson Financial Group
Missouri
$19K
SWA
235
SOA Wealth Advisors
New York
$15K -$5.51K -74 -25%
LC
236
Lindbrook Capital
California
$15K
SSC
237
Syverson Strege & Co
Iowa
$15K
AIM
238
Anchor Investment Management
South Carolina
$14.5K
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$14K
AIL
240
AGF Investments LLC
Ontario, Canada
$13K -$682K -9,156 -98%
TWA
241
TCI Wealth Advisors
Arizona
$13K
ST
242
Sageworth Trust
Pennsylvania
$12K +$11.9K +160 New
SC
243
SouthState Corp
Florida
$11K
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$10K -$2.68K -36 -21%
Simplex Trading
245
Simplex Trading
Illinois
$9K -$57.3K -769 -86%
LWCFA
246
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$8.94K +120 New
AIG
247
American International Group
New York
$8.64K -$201K -2,701 -2%
NSIM
248
North Star Investment Management
Illinois
$8K
BFC
249
Bedel Financial Consulting
Indiana
$5K
IA
250
IFP Advisors
Florida
$5K

SR Hedge Fund Activity: Q2 2021 in Review

265 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q2 2021, worth a combined $3.12B — down 1% from $3.15B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SR and 21 opened new positions — a net loss of 8 holders — while 99 trimmed existing stakes and 94 added.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $38.2M. The largest seller was Fidelity Investments, cutting an estimated $49.8M.

  • 265 institutional investors held Spire (SR) as of Q2 2021, down from 274 in Q1 2021.
  • Funds reported $3.12B of Spire stock for Q2 2021, down 1% quarter-over-quarter.
  • 21 funds opened new Spire positions in Q2 2021 and 29 closed out, a net change of -8 holders.
  • The largest Spire buyer in Q2 2021 was Vaughan Nelson Investment Management, an estimated $38.2M added.
  • The largest Spire seller in Q2 2021 was Fidelity Investments, an estimated $49.8M sold.

Based on aggregated 13F filings for Q2 2021.