We are live on ! Find out more

223 hedge funds and large institutions have $1.95B invested in Spire in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

5% more funds holding

Funds holding: 212223 (+11)

4% more capital invested

Capital invested by funds: $1.87B → $1.95B (+$77.7M)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

Holders
223
Holders Change
+11
Holders Change %
+5.19%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
29
Increased
77
Reduced
78
Closed
17
Calls
$1.34M
Puts
Net Calls
+$1.34M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
26
Hennessy Advisors Inc
California
$20.3M -$4M -75,224 -17%
ICOM
27
Investment Counselors of Maryland
Maryland
$19.5M -$2.01M -37,775 -10%
IAM
28
Impax Asset Management
New Hampshire
$19.4M +$1.34M +25,117 +8%
KCM
29
Kennedy Capital Management
Missouri
$19.1M -$46K -865 -0.2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$15.7M +$4.42M +83,000 +40%
Principal Financial Group
31
Principal Financial Group
Iowa
$15.4M +$515K +9,671 +4%
Invesco
32
Invesco
Georgia
$14.2M -$1.03M -19,393 -7%
Deutsche Bank
33
Deutsche Bank
Germany
$13.7M +$8.53M +160,366 +177%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$12.6M +$11.9M +224,256 +3,538%
OCG
35
Opus Capital Group
Ohio
$12.5M -$803K -15,094 -6%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$12.3M -$2.11M -39,596 -15%
WCM Investment Management
37
WCM Investment Management
California
$11.5M -$1.02M -19,084 -8%
BIM
38
BlackRock Investment Management
Delaware
$10.9M -$148K -2,781 -1%
BA
39
BlackRock Advisors
Delaware
$10.6M +$1.28M +24,139 +14%
Charles Schwab
40
Charles Schwab
California
$10.2M +$665K +12,492 +7%
GF
41
Gabelli Funds
New York
$10.1M -$745K -14,000 -7%
First Trust Advisors
42
First Trust Advisors
Illinois
$9.88M -$3.79M -71,178 -28%
Marshall Wace
43
Marshall Wace
United Kingdom
$9.28M -$3.26M -61,233 -26%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$9.27M +$3.36M +63,237 +59%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$9.26M +$266 +5 +0%
TCIM
46
TIAA CREF Investment Management
New York
$9.24M -$1.62M -30,465 -15%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$7.97M -$1.16M -21,868 -13%
ZP
48
Zimmer Partners
New York
$7.5M -$1.06M -20,000 -13%
USAA
49
United Services Automobile Association
Texas
$7.3M -$426K -8,000 -6%
ORIO
50
Old Republic International (ORI)
Illinois
$6.91M +$2.13M +40,000 +33%

SR Hedge Fund Activity: Q3 2015 in Review

223 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2015, worth a combined $1.95B — up 4.2% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SR positions and 17 closed out — a net gain of 12 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Fiduciary Management Associates, opening a new position worth an estimated $25.3M. The largest seller was American Century Companies, cutting an estimated $21.8M.

  • 223 institutional investors held Spire (SR) as of Q3 2015, up from 212 in Q2 2015.
  • Funds reported $1.95B of Spire stock for Q3 2015, up 4.2% quarter-over-quarter.
  • 29 funds opened new Spire positions in Q3 2015 and 17 closed out, a net change of +12 holders.
  • The largest Spire buyer in Q3 2015 was Fiduciary Management Associates, an estimated $25.3M added.
  • The largest Spire seller in Q3 2015 was American Century Companies, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2015.