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212 hedge funds and large institutions have $1.87B invested in Spire in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

6% more funds holding

Funds holding: 200212 (+12)

4% more capital invested

Capital invested by funds: $1.8B → $1.87B (+$66.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
212
Holders Change
+12
Holders Change %
+6%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
89
Reduced
61
Closed
15
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
-$900K
Name Holding Trade Value Shares
Change
Change in
Stake
IAM
26
Impax Asset Management
New Hampshire
$17.2M +$5.72M +109,541 +50%
MAA
27
Managed Account Advisors
New Jersey
$16.2M -$69.1K -1,324 -0.4%
Invesco
28
Invesco
Georgia
$14.5M -$1.82M -34,967 -11%
Principal Financial Group
29
Principal Financial Group
Iowa
$14.2M -$144K -2,752 -1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$13.8M +$501K +9,598 +4%
First Trust Advisors
31
First Trust Advisors
Illinois
$13.1M +$954K +18,287 +8%
OCG
32
Opus Capital Group
Ohio
$12.7M -$150K -2,872 -1%
Marshall Wace
33
Marshall Wace
United Kingdom
$12M +$117K +2,249 +1%
WCM Investment Management
34
WCM Investment Management
California
$12M +$617K +11,828 +5%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$10.7M +$3.44M +65,900 +47%
BIM
36
BlackRock Investment Management
Delaware
$10.5M +$988K +18,932 +10%
GF
37
Gabelli Funds
New York
$10.4M -$209K -4,000 -2%
TCIM
38
TIAA CREF Investment Management
New York
$10.4M +$1.27M +24,258 +14%
Charles Schwab
39
Charles Schwab
California
$9.09M +$201K +3,860 +2%
BA
40
BlackRock Advisors
Delaware
$8.89M +$116K +2,223 +1%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$8.84M +$1.4M +26,906 +19%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$8.74M -$474K -9,089 -5%
ZP
43
Zimmer Partners
New York
$8.2M -$30.7M -587,500 -79%
Bank of America
44
Bank of America
North Carolina
$7.78M +$2.21M +42,291 +39%
USAA
45
United Services Automobile Association
Texas
$7.39M +$99.2K +1,900 +1%
RFC
46
Russell Frank Company
Washington
$6.82M +$3.21M +61,575 +89%
Comerica Bank
47
Comerica Bank
Texas
$6.27M +$3.17M +60,757 +102%
ORIO
48
Old Republic International (ORI)
Illinois
$6.25M
Legal & General Group
49
Legal & General Group
United Kingdom
$6.24M +$873K +16,733 +16%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$6.15M -$2.92M -55,930 -32%

SR Hedge Fund Activity: Q2 2015 in Review

212 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q2 2015, worth a combined $1.87B — up 3.7% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SR positions and 15 closed out — a net gain of 13 holders — while 89 added to existing stakes and 61 trimmed.

The largest buyer was Franklin Resources, adding an estimated $71.3M. The largest seller was American Century Companies, cutting an estimated $39.2M.

  • 212 institutional investors held Spire (SR) as of Q2 2015, up from 200 in Q1 2015.
  • Funds reported $1.87B of Spire stock for Q2 2015, up 3.7% quarter-over-quarter.
  • 28 funds opened new Spire positions in Q2 2015 and 15 closed out, a net change of +13 holders.
  • The largest Spire buyer in Q2 2015 was Franklin Resources, an estimated $71.3M added.
  • The largest Spire seller in Q2 2015 was American Century Companies, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2015.