We are live on ! Find out more

223 hedge funds and large institutions have $2.06B invested in Spire in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 64

6% more capital invested

Capital invested by funds: $1.95B → $2.06B (+$112M)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 223223 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
223
Holders Change
Holders Change %
0%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
93
Reduced
64
Closed
25
Calls
$643K
Puts
Net Calls
+$643K
Net Calls Change
-$698K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$19.9M -$814K -14,120 -4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$18.6M +$1.39M +24,045 +8%
HAI
28
Hennessy Advisors Inc
California
$18.6M -$3.43M -59,416 -16%
Principal Financial Group
29
Principal Financial Group
Iowa
$17.5M +$758K +13,148 +5%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$16.9M +$3.39M +58,843 +26%
William Blair Investment Management
31
William Blair Investment Management
Illinois
$15M +$14.5M +252,315 New
Bank of America
32
Bank of America
North Carolina
$14.1M -$15.3M -265,388 -53%
BA
33
BlackRock Advisors
Delaware
$14M +$2.37M +41,023 +21%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$13.7M
OCG
35
Opus Capital Group
Ohio
$13.2M -$351K -6,094 -3%
DIA
36
Denver Investment Advisors
Colorado
$12.7M -$18.7M -323,860 -60%
BIM
37
BlackRock Investment Management
Delaware
$11.8M -$65.8K -1,141 -0.6%
WCM Investment Management
38
WCM Investment Management
California
$11.5M -$986K -17,100 -8%
Charles Schwab
39
Charles Schwab
California
$11.3M +$146K +2,539 +1%
GF
40
Gabelli Funds
New York
$9.8M -$1.21M -21,000 -11%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$9.77M -$310K -5,385 -3%
TCIM
42
TIAA CREF Investment Management
New York
$9.77M -$287K -4,982 -3%
First Trust Advisors
43
First Trust Advisors
Illinois
$9.71M -$1.02M -17,705 -10%
ORIO
44
Old Republic International (ORI)
Illinois
$9.51M
Natixis Advisors
45
Natixis Advisors
Massachusetts
$8.85M +$8.59M +149,014 New
SIA
46
Sit Investment Associates
Minnesota
$8.67M -$27.4M -475,148 -77%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$8.48M -$191K -3,315 -2%
USAA
48
United Services Automobile Association
Texas
$8.28M +$311K +5,390 +4%
Allianz Asset Management
49
Allianz Asset Management
Germany
$7.89M -$39.3M -681,214 -84%
Goldman Sachs
50
Goldman Sachs
New York
$7.42M +$759K +13,170 +12%

SR Hedge Fund Activity: Q4 2015 in Review

223 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2015, worth a combined $2.06B — up 5.8% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SR positions and 25 closed out — a net gain of 2 holders — while 93 added to existing stakes and 64 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $84.9M. The largest seller was Allianz Asset Management, cutting an estimated $39.3M.

  • 223 institutional investors held Spire (SR) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $2.06B of Spire stock for Q4 2015, up 5.8% quarter-over-quarter.
  • 27 funds opened new Spire positions in Q4 2015 and 25 closed out, a net change of +2 holders.
  • The largest Spire buyer in Q4 2015 was Vaughan Nelson Investment Management, an estimated $84.9M added.
  • The largest Spire seller in Q4 2015 was Allianz Asset Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2015.