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288 hedge funds and large institutions have $2.95B invested in Spire in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

771% more call options, than puts

Call options by funds: $653K | Put options by funds: $75K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.04% more ownership

Funds ownership: 86.28%88.32% (+2%)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

0% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 103

0% less funds holding

Funds holding: 289288 (-1)

6% less capital invested

Capital invested by funds: $3.14B → $2.95B (-$193M)

Holders
288
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
4.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
103
Reduced
103
Closed
37
Calls
$653K
Puts
$75K
Net Calls
+$578K
Net Calls Change
-$552K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$77.8K -$645K -9,614 -89%
LFG
227
Larson Financial Group
Missouri
$69.3K +$36K +537 +97%
GRP
228
Global Retirement Partners
California
$66.5K -$38.9K -580 -36%
HIA
229
Harbor Investment Advisory
Maryland
$66.2K
GWMI
230
Guardian Wealth Management (Illinois)
Illinois
$64.3K
Ohio Public Employees Retirement System (OPERS)
231
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K +$940 +14 +1%
BEI
232
Benjamin Edwards Inc
Missouri
$59K
Bessemer Group
233
Bessemer Group
New Jersey
$59K +$2.95K +44 +5%
SPIA
234
Steward Partners Investment Advisory
New York
$58K -$5.91K -88 -9%
S
235
SignatureFD
Georgia
$51.4K -$2.82K -42 -5%
CSPIA
236
Cary Street Partners Investment Advisory
Virginia
$41.2K
CI Investments Inc
237
CI Investments Inc
Ontario, Canada
$41K -$2.35K -35 -5%
EWA
238
EverSource Wealth Advisors
Alabama
$39.3K +$738 +11 +2%
QL
239
Quarry LP
New York
$36.7K +$34.6K +515 +817%
Nomura Asset Management
240
Nomura Asset Management
Japan
$36.2K
FCA
241
FinTrust Capital Advisors
South Carolina
$34.4K
PTC
242
Private Trust Company
Ohio
$32.1K
HNB
243
Huntington National Bank
Ohio
$29.6K +$1.75K +26 +6%
PA
244
Parallel Advisors
California
$29.4K +$1.21K +18 +4%
GI
245
Gradient Investments
Minnesota
$27.9K
MCM
246
MV Capital Management
Maryland
$25.4K
Cohen & Steers
247
Cohen & Steers
New York
$23K
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$22.5K +$5.17K +77 +28%
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$17.2K -$872 -13 -5%
SWA
250
SOA Wealth Advisors
New York
$15K +$134 +2 +0.9%

SR Hedge Fund Activity: Q2 2023 in Review

288 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q2 2023, worth a combined $2.95B — down 6.1% from $3.14B a quarter earlier.

Fund positioning in SR was balanced in Q2 2023: 37 funds opened new positions, 37 closed out, 103 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $26.6M. The largest seller was Envestnet Asset Management, cutting an estimated $38M.

  • 288 institutional investors held Spire (SR) as of Q2 2023, down from 289 in Q1 2023.
  • Funds reported $2.95B of Spire stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 37 funds opened new Spire positions in Q2 2023 and 37 closed out, a net change of 0 holders.
  • The largest Spire buyer in Q2 2023 was BlackRock, an estimated $26.6M added.
  • The largest Spire seller in Q2 2023 was Envestnet Asset Management, an estimated $38M sold.

Based on aggregated 13F filings for Q2 2023.