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288 hedge funds and large institutions have $3.04B invested in Spire in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $288K

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 88

9% more capital invested

Capital invested by funds: $2.8B → $3.04B (+$243M)

3% more funds holding

Funds holding: 280288 (+8)

0.04% more ownership

Funds ownership: 85.56%85.6% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
288
Holders Change
+8
Holders Change %
+2.86%
% of All Funds
4.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
97
Reduced
88
Closed
35
Calls
$2.15M
Puts
$288K
Net Calls
+$1.86M
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
251
Hollencrest Capital Management
California
$13.2K +$13.1K +192 New
FFA
252
Farther Finance Advisors
California
$12.8K +$12.7K +186 New
HI
253
Harbour Investments
Wisconsin
$8.61K
NSIM
254
North Star Investment Management
Illinois
$7.16K
CWM
255
CarsonAllaria Wealth Management
Illinois
$7K
MCC
256
Money Concepts Capital
Florida
$6.4K +$6.33K +93 New
AF
257
Advisornet Financial
Minnesota
$5.99K +$681 +10 +13%
CFD
258
Creative Financial Designs
Indiana
$5.17K
IA
259
IFP Advisors
Florida
$5K
HCP
260
Hexagon Capital Partners
Arkansas
$4.89K +$2.52K +37 +109%
VCM
261
Versant Capital Management
Arizona
$4.06K -$612 -9 -13%
Bessemer Group
262
Bessemer Group
New Jersey
$4K -$20.8K -305 -84%
APC
263
Aspire Private Capital
North Carolina
$3.51K
GRP
264
Global Retirement Partners
California
$3.37K
ZIG
265
Zullo Investment Group
Pennsylvania
$3.17K
BFEC
266
Benjamin F. Edwards & Company
Missouri
$3K -$1.84K -27 -39%
SWM
267
Spire Wealth Management
Virginia
$3K +$3.27K +48 New
CWP
268
Concord Wealth Partners
Virginia
$2.75K +$2.72K +40 New
BIA
269
Bell Investment Advisors
California
$2.41K +$68 +1 +3%
JWA
270
JFS Wealth Advisors
Pennsylvania
$2.07K -$544 -8 -21%
CS
271
Comerica Securities
Michigan
$2.02K +$1.97K +29 New
PPWM
272
PFG Private Wealth Management
Florida
$2K
ASN
273
Advisory Services Network
Georgia
$1.79K +$1.77K +26 New
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$1.65K
IGWM
275
ICA Group Wealth Management
Colorado
$1.52K +$1.43K +21 New

SR Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2022, worth a combined $3.04B — up 8.7% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SR positions and 35 closed out — a net gain of 11 holders — while 97 added to existing stakes and 88 trimmed.

The largest buyer was American Century Companies, adding an estimated $29.6M. The largest seller was Cohen & Steers, cutting an estimated $62.6M.

  • 288 institutional investors held Spire (SR) as of Q4 2022, up from 280 in Q3 2022.
  • Funds reported $3.04B of Spire stock for Q4 2022, up 8.7% quarter-over-quarter.
  • 46 funds opened new Spire positions in Q4 2022 and 35 closed out, a net change of +11 holders.
  • The largest Spire buyer in Q4 2022 was American Century Companies, an estimated $29.6M added.
  • The largest Spire seller in Q4 2022 was Cohen & Steers, an estimated $62.6M sold.

Based on aggregated 13F filings for Q4 2022.