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Spire
SR

233 hedge funds and large institutions have $2.43B invested in Spire in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $877K | Put options by funds: $250K

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $2.29B → $2.43B (+$141M)

1.04% more ownership

Funds ownership: 77.68% → 78.72% (+1%)

8% less funds holding

Funds holding: 252 → 233 (-19)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
5.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
98
Reduced
80
Closed
30
Calls
$877K
Puts
$250K
Net Calls
+$627K
Net Calls Change
-$1.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$369M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$20M
3
DIA
Denver Investment Advisors
Colorado
+$17.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$16.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6.65M
3
Axa
Axa
France
-$6.24M
4
CS
Credit Suisse
Switzerland
-$5.85M
5
Norges Bank
Norges Bank
Norway
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$20.8M +$2.72M +41,866 +16%
Ameriprise
27
Ameriprise
Minnesota
$20.4M +$3.41M +52,419 +21%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$20.3M -$54.4K -836 -0.3%
ICOM
29
Investment Counselors of Maryland
Maryland
$19.6M -$84.6K -1,300 -0.4%
MFIMFI
30
Mesirow Financial Investment Management - Fixed Income
Illinois
$18.4M -$1.87M -28,795 -10%
DIA
31
Denver Investment Advisors
Colorado
$18M +$17.3M +266,560 New
Charles Schwab
32
Charles Schwab
California
$15.9M +$192K +2,958 +1%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$15.3M -$753K -11,575 -5%
Bank of America
34
Bank of America
North Carolina
$15.1M +$5.37M +82,551 +58%
N
35
Nuveen
North Carolina
$15.1M +$2.54M +39,002 +21%
CRM
36
Cramer Rosenthal McGlynn
Connecticut
$15M -$200K -3,080 -1%
Legal & General Group
37
Legal & General Group
United Kingdom
$13.6M -$238K -3,652 -2%
PPA
38
Parametric Portfolio Associates
Washington
$12.4M +$1.35M +20,762 +13%
Morgan Stanley
39
Morgan Stanley
New York
$11.2M -$16.6M -254,625 -61%
ORIO
40
Old Republic International (ORI)
Illinois
$10.8M – – –
LM
41
Luminus Management
Texas
$9.35M -$4.07M -62,560 -31%
GF
42
Gabelli Funds
New York
$9.35M – – –
TCIM
43
TIAA CREF Investment Management
New York
$9.26M -$1.44M -22,199 -14%
ProShare Advisors
44
ProShare Advisors
Maryland
$7.6M +$938K +14,416 +15%
PFC
45
Phocas Financial Corp
California
$7.39M -$983K -15,108 -12%
MAM
46
Martingale Asset Management
Massachusetts
$7.04M -$599K -9,210 -8%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$6.91M – – –
NAP
48
New Amsterdam Partners
New York
$6.37M -$406K -6,243 -6%
USAA
49
United Services Automobile Association
Texas
$6.34M -$564K -8,670 -8%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$6.3M +$1.59M +24,361 +35%
1
2
3 4 5

SR Hedge Fund Activity: Q1 2017 in Review

233 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2017, worth a combined $2.43B — up 6.2% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SR and 18 opened new positions — a net loss of 12 holders — while 80 trimmed existing stakes and 98 added.

The largest buyer was BlackRock, adding an estimated $369M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 233 institutional investors held Spire (SR) as of Q1 2017, down from 252 in Q4 2016.
  • Funds reported $2.43B of Spire stock for Q1 2017, up 6.2% quarter-over-quarter.
  • 18 funds opened new Spire positions in Q1 2017 and 30 closed out, a net change of -12 holders.
  • The largest Spire buyer in Q1 2017 was BlackRock, an estimated $369M added.
  • The largest Spire seller in Q1 2017 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2017.