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167 hedge funds and large institutions have $968M invested in Spire in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

2% more funds holding

Funds holding: 164167 (+3)

2% more capital invested

Capital invested by funds: $950M → $968M (+$18.4M)

Holders
167
Holders Change
+3
Holders Change %
+1.83%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
68
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$8.83M -$12M -259,696 -57%
Principal Financial Group
27
Principal Financial Group
Iowa
$8.55M +$506K +10,990 +6%
CIC
28
Crawford Investment Counsel
Georgia
$8.01M +$301K +6,540 +4%
STC
29
SEI Trust Company
Pennsylvania
$7.61M +$2.05M +44,497 +36%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$7.61M +$325K +7,051 +4%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$7.28M +$960K +20,845 +15%
TCIM
32
TIAA CREF Investment Management
New York
$6.95M -$263K -5,703 -4%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$6.14M +$621K +13,500 +11%
NFA
34
Nationwide Fund Advisors
Ohio
$5.95M -$40K -870 -0.7%
BIM
35
BlackRock Investment Management
Delaware
$5.79M -$138K -2,988 -2%
Deutsche Bank
36
Deutsche Bank
Germany
$5.58M +$1.52M +33,093 +37%
Bank of America
37
Bank of America
North Carolina
$5.32M +$978K +21,244 +22%
Charles Schwab
38
Charles Schwab
California
$4.7M +$224K +4,857 +5%
GC
39
Guggenheim Capital
Illinois
$4.45M +$737K +16,009 +20%
USAA
40
United Services Automobile Association
Texas
$4.24M +$180K +3,900 +4%
PPA
41
Parametric Portfolio Associates
Washington
$4.18M +$511K +11,103 +14%
Morgan Stanley
42
Morgan Stanley
New York
$4.09M +$43.3K +941 +1%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$3.99M -$175K -3,800 -4%
ORIO
44
Old Republic International (ORI)
Illinois
$3.96M +$4M +87,000 New
Invesco
45
Invesco
Georgia
$3.91M +$793K +17,223 +25%
Legal & General Group
46
Legal & General Group
United Kingdom
$3.62M +$588K +12,764 +19%
KCM
47
Kennedy Capital Management
Missouri
$3.58M -$74.8K -1,625 -2%
Prudential Financial
48
Prudential Financial
New Jersey
$3.52M -$2.36M -51,300 -40%
Wells Fargo
49
Wells Fargo
California
$3.39M -$89.3K -1,940 -3%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.37M +$27.6K +600 +0.8%

SR Hedge Fund Activity: Q4 2013 in Review

167 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2013, worth a combined $968M — up 1.9% from $950M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SR positions and 12 closed out — a net gain of 3 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $9.3M. The largest seller was First Trust Advisors, cutting an estimated $12M.

  • 167 institutional investors held Spire (SR) as of Q4 2013, up from 164 in Q3 2013.
  • Funds reported $968M of Spire stock for Q4 2013, up 1.9% quarter-over-quarter.
  • 15 funds opened new Spire positions in Q4 2013 and 12 closed out, a net change of +3 holders.
  • The largest Spire buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $9.3M added.
  • The largest Spire seller in Q4 2013 was First Trust Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2013.