Spire
258 hedge funds and large institutions have $3.17B invested in Spire in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 87 reducing their positions, and 29 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
3% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 87
0.77% more ownership
Funds ownership: 82.51% → 83.29% (+0.77%)
1% less funds holding
Funds holding: 261 → 258 (-3)
10% less capital invested
Capital invested by funds: $3.51B → $3.17B (-$339M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $22K
Top Buyers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$28.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$25.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.4M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$10.8M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.6M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$11.8M |
| 3 |
Renaissance Technologies
New York
|
-$10.5M |
| 4 |
BlackRock
New York
|
-$10.5M |
| 5 |
Morgan Stanley
New York
|
-$7.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KC
276
Knuff & Co
Foster City,
California
| – | -$26K | -309 | Closed |
|
277
Chevy Chase Trust
Bethesda,
Maryland
| – | -$18K | -211 | Closed |
|
|
FL
278
Fort LP
Chevy Chase,
Maryland
| – | -$14K | -165 | Closed |
|
|
OPS
279
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$9.14K | -114 | -98% |
|
|
BCI
280
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$5K | -58 | Closed |
|
|
RIA
281
Realta Investment Advisors
Wilmington,
Delaware
| – | -$3K | -41 | Closed |
|
|
TFO
282
Tarbox Family Office
Newport Beach,
California
| – | -$2K | -27 | Closed |
|
283
Lazard Asset Management
New York
| – | -$1K | -19 | Closed |
|
|
MAM
284
Meeder Asset Management
Dublin,
Ohio
| – | +$160 | +2 | New |
|
SR Hedge Fund Activity: Q1 2020 in Review
258 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2020, worth a combined $3.17B — down 9.7% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SR positions and 29 closed out — a net gain of 2 holders — while 90 added to existing stakes and 87 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $28.5M. The largest seller was Fidelity Investments, cutting an estimated $16.6M.
- 258 institutional investors held Spire (SR) as of Q1 2020, down from 261 in Q4 2019.
- Funds reported $3.17B of Spire stock for Q1 2020, down 9.7% quarter-over-quarter.
- 31 funds opened new Spire positions in Q1 2020 and 29 closed out, a net change of +2 holders.
- The largest Spire buyer in Q1 2020 was Victory Capital Management, an estimated $28.5M added.
- The largest Spire seller in Q1 2020 was Fidelity Investments, an estimated $16.6M sold.
Based on aggregated 13F filings for Q1 2020.