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Spire
SR

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: 250 → 277 (+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: 4 → 2 (-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

Top Buyers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
+$19.4M
2
American Century Companies
American Century Companies
Missouri
+$15.2M
3
State Street
State Street
Massachusetts
+$13.9M
4
EAM
Eagle Asset Management
Florida
+$13M
5
Bessemer Group
Bessemer Group
New Jersey
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$130M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$22.9M
3
Invesco
Invesco
Georgia
-$19.4M
4
Principal Financial Group
Principal Financial Group
Iowa
-$15.1M
5
Morgan Stanley
Morgan Stanley
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
251
Wealthspire Advisors (Maryland)
Maryland
$16K -$19.1K -245 -56%
JIR
252
James Investment Research
Ohio
$16K -$12.5K -160 -44%
VRM
253
Vectors Research Management
New York
$16K – – –
GSWM
254
Golden State Wealth Management
California
$16K +$15.6K +200 New
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
S
256
SignatureFD
Georgia
$13K – – –
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
MNBTD
258
Moody National Bank Trust Division
Texas
$12K +$11.1K +142 New
NSIM
259
North Star Investment Management
Illinois
$9K – – –
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$9K +$8.89K +114 New
PCM
261
Prelude Capital Management
New York
$8K +$8.03K +103 New
BFC
262
Bedel Financial Consulting
Indiana
$6K – – –
PCG
263
Private Capital Group
Connecticut
$5K -$16.9K -217 -79%
ST
264
Smithfield Trust
Pennsylvania
$5K – – –
AIC
265
Ameritas Investment Company
Nebraska
$4K -$78 -1 -2%
BMM
266
Buffington Mohr McNeal
Idaho
$4K +$3.35K +43 New
CBT
267
Capital Bank & Trust
California
$4K +$3.59K +46 New
AIA
268
Alera Investment Advisors
Illinois
$2K – – –
QCG
269
Quadrant Capital Group
Ohio
$2K – – –
CAW
270
Cornerstone Advisors (Washington)
Washington
$2K +$1.25K +16 +114%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$1.32K – – –
FGAM
272
Financial Gravity Asset Management
Texas
$1K +$546 +7 New
WT
273
Whittier Trust
California
$1K +$546 +7 New
GWS
274
Glassman Wealth Services
Virginia
$1K +$780 +10 New
Toronto Dominion Bank
275
Toronto Dominion Bank
Ontario, Canada
$1K +$858 +11 New
9 10
11
12 13

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.