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168 hedge funds and large institutions have $1.01B invested in Spire in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $968M → $1.01B (+$45.1M)

1% more funds holding

Funds holding: 167168 (+1)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
62
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$9.29M -$532K -11,711 -6%
Principal Financial Group
27
Principal Financial Group
Iowa
$9.08M +$216K +4,758 +3%
CIC
28
Crawford Investment Counsel
Georgia
$8.58M +$274K +6,030 +3%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$8.31M +$743K +16,353 +10%
NFA
30
Nationwide Fund Advisors
Ohio
$7.63M +$1.41M +31,082 +24%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$7.37M -$304K -6,700 -4%
TCIM
32
TIAA CREF Investment Management
New York
$7.07M -$121K -2,670 -2%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$6.43M +$70.9K +1,560 +1%
BIM
34
BlackRock Investment Management
Delaware
$6.05M +$46.8K +1,031 +0.8%
Charles Schwab
35
Charles Schwab
California
$5.34M +$462K +10,160 +10%
ORIO
36
Old Republic International (ORI)
Illinois
$5.3M +$1.16M +25,500 +29%
Bank of America
37
Bank of America
North Carolina
$5M -$493K -10,846 -9%
MSA
38
Mason Street Advisors
Wisconsin
$4.58M +$1.6M +35,142 +57%
USAA
39
United Services Automobile Association
Texas
$4.39M
Citadel Advisors
40
Citadel Advisors
Florida
$4.38M +$1.26M +27,650 +42%
Morgan Stanley
41
Morgan Stanley
New York
$4.29M +$45.8K +1,009 +1%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$4.08M -$45.4K -1,000 -1%
PPA
43
Parametric Portfolio Associates
Washington
$3.99M -$332K -7,319 -8%
Legal & General Group
44
Legal & General Group
United Kingdom
$3.96M +$202K +4,440 +6%
KCM
45
Kennedy Capital Management
Missouri
$3.6M -$95.6K -2,105 -3%
Deutsche Bank
46
Deutsche Bank
Germany
$3.49M -$2.21M -48,605 -40%
Prudential Financial
47
Prudential Financial
New Jersey
$3.43M -$214K -4,700 -6%
CCB
48
Cutter & Co Brokerage
Missouri
$3.31M +$118K +2,596 +4%
AQR Capital Management
49
AQR Capital Management
Connecticut
$3.19M -$95.4K -2,100 -3%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$3.18M +$59.1K +1,300 +2%

SR Hedge Fund Activity: Q1 2014 in Review

168 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2014, worth a combined $1.01B — up 4.7% from $968M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SR positions and 17 closed out — a net gain of 1 holder — while 62 added to existing stakes and 59 trimmed.

The largest buyer was American Century Companies, adding an estimated $48.7M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $29.1M sold.

  • 168 institutional investors held Spire (SR) as of Q1 2014, up from 167 in Q4 2013.
  • Funds reported $1.01B of Spire stock for Q1 2014, up 4.7% quarter-over-quarter.
  • 18 funds opened new Spire positions in Q1 2014 and 17 closed out, a net change of +1 holder.
  • The largest Spire buyer in Q1 2014 was American Century Companies, an estimated $48.7M added.
  • The largest Spire seller in Q1 2014 was Lord, Abbett & Co, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2014.