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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
FCFS
276
First Command Financial Services
Texas
$1.14K +$1.21K +18 New
BTI
277
Blue Trust Inc
Georgia
$1K -$52.5K -783 -98%
SWM
278
Spire Wealth Management
Virginia
$888 -$1.07K -16 -53%
CFGS
279
Concourse Financial Group Securities
Alabama
$634 +$671 +10 New
SIC
280
SJS Investment Consulting
Ohio
$571
DI
281
Disciplined Investments
Oklahoma
$508
AF
282
Allworth Financial
California
$381 -$201 -3 -33%
OLVIG
283
Oliver Lagore Vanvalin Investment Group
Michigan
$381 +$403 +6 New
RG
284
Retirement Group
California
$317
Comerica Bank
285
Comerica Bank
Texas
$1 +$681K +10,144 New
TSW
286
Thompson Siegel & Walmsley
Virginia
-$1.88M -26,761 Closed
D.E. Shaw & Co
287
D.E. Shaw & Co
New York
-$1.74M -24,853 Closed
TI
288
Trexquant Investment
Connecticut
-$1.63M -23,279 Closed
HSBC Holdings
289
HSBC Holdings
United Kingdom
-$1.5M -21,367 Closed
GCM
290
Graham Capital Management
Connecticut
-$1.21M -17,277 Closed
OQS
291
Occudo Quantitative Strategies
Florida
-$944K -13,462 Closed
PAM
292
Panagora Asset Management
Massachusetts
-$860K -12,257 Closed
YIH
293
Y-Intercept (HK)
Hong Kong
-$521K -7,430 Closed
Walleye Trading
294
Walleye Trading
New York
-$519K -7,402 Closed
ACM
295
Acrisure Capital Management
Texas
-$455K -6,493 Closed
VPIM
296
Vanguard Personalized Indexing Management
California
-$438K -6,244 Closed
CWA
297
CM Wealth Advisors
Ohio
-$414K -6,126 Closed
DA
298
Duality Advisers
Florida
-$270K -3,843 Closed
Verition Fund Management
299
Verition Fund Management
Connecticut
-$236K -3,370 Closed
BCM
300
BTC Capital Management
Iowa
-$235K -3,354 Closed

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.