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280 hedge funds and large institutions have $2.74B invested in Spire in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $724K | Put options by funds: $288K

3.72% more ownership

Funds ownership: 88.32%92.04% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 288280 (-8)

7% less capital invested

Capital invested by funds: $2.95B → $2.74B (-$208M)

10% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 108

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
97
Reduced
108
Closed
39
Calls
$724K
Puts
$288K
Net Calls
+$436K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
251
Simplex Trading
Illinois
$9K +$4.06K +67 +71%
HI
252
Harbour Investments
Wisconsin
$7.07K
NSIM
253
North Star Investment Management
Illinois
$5.88K
CIA
254
Cape Investment Advisory
Georgia
$5.66K
NA
255
NewEdge Advisors
Louisiana
$5.61K +$1.27K +21 +27%
IA
256
IFP Advisors
Florida
$5.32K +$1.76K +29 +45%
BTI
257
Blue Trust Inc
Georgia
$5K +$3.82K +63 +525%
AF
258
Advisornet Financial
Minnesota
$4.53K -$425 -7 -8%
VCM
259
Versant Capital Management
Arizona
$4.41K +$2.37K +39 +100%
CFD
260
Creative Financial Designs
Indiana
$4.24K
LC
261
Lindbrook Capital
California
$3.96K -$243 -4 -5%
BIA
262
Bell Investment Advisors
California
$2.89K -$3.64K -60 -54%
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$2.89K +$3.09K +51 New
APC
264
Aspire Private Capital
North Carolina
$2.88K
HCP
265
Hexagon Capital Partners
Arkansas
$2.83K -$1.46K -24 -32%
CWP
266
Concord Wealth Partners
Virginia
$2.26K
NS
267
NBC Securities
Alabama
$2K +$2.43K +40 New
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.36K
HGERS
269
Householder Group Estate & Retirement Specialist
Arizona
$1.16K +$1.21K +20 New
JWA
270
JFS Wealth Advisors
Pennsylvania
$962 -$728 -12 -41%
CFGS
271
Concourse Financial Group Securities
Alabama
$916 +$364 +6 +60%
SWM
272
Spire Wealth Management
Virginia
$792
SIC
273
SJS Investment Consulting
Ohio
$510
TFM
274
TFC Financial Management
Massachusetts
$453 +$485 +8 New
OLVIG
275
Oliver Lagore Vanvalin Investment Group
Michigan
$339

SR Hedge Fund Activity: Q3 2023 in Review

280 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2023, worth a combined $2.74B — down 7.1% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SR and 34 opened new positions — a net loss of 5 holders — while 108 trimmed existing stakes and 97 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $118M. The largest seller was Citadel Advisors, cutting an estimated $29.4M.

  • 280 institutional investors held Spire (SR) as of Q3 2023, down from 288 in Q2 2023.
  • Funds reported $2.74B of Spire stock for Q3 2023, down 7.1% quarter-over-quarter.
  • 34 funds opened new Spire positions in Q3 2023 and 39 closed out, a net change of -5 holders.
  • The largest Spire buyer in Q3 2023 was Fuller & Thaler Asset Management, an estimated $118M added.
  • The largest Spire seller in Q3 2023 was Citadel Advisors, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2023.