Spire
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
+$19.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$15.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$13.9M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$13M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$130M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$22.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$19.4M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$15.1M |
| 5 |
Morgan Stanley
New York
|
-$15.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Simplex Trading
Chicago,
Illinois
| – | -$2.5K | -32 | Closed |
|
|
MOS
302
MGO One Seven
Beachwood,
Ohio
| – | -$1K | -22 | Closed |
|
|
PWMG
303
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1K | -15 | Closed |
|
|
SFSIG
304
San Francisco Sentry Investment Group
San Francisco,
California
| – | +$390 | +5 | New |
|
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.