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261 hedge funds and large institutions have $3.51B invested in Spire in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

0.68% more ownership

Funds ownership: 81.83%82.51% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $3.63B → $3.51B (-$121M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

3% less funds holding

Funds holding: 269261 (-8)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
96
Reduced
79
Closed
34
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$30.6M +$1.71M +20,853 +6%
Victory Capital Management
27
Victory Capital Management
Texas
$30.2M +$2.93M +35,720 +11%
ORIO
28
Old Republic International (ORI)
Illinois
$28.3M +$5.9M +72,000 +27%
KCM
29
Kennedy Capital Management
Missouri
$26M -$6.01M -73,417 -19%
ICOM
30
Investment Counselors of Maryland
Maryland
$24.2M +$382K +4,664 +2%
JP Morgan Chase
31
JP Morgan Chase
New York
$21.4M +$1.57M +19,194 +8%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$21.1M -$303K -3,697 -1%
Bank of America
33
Bank of America
North Carolina
$20.1M -$2.66M -32,529 -12%
Goldman Sachs
34
Goldman Sachs
New York
$14.7M -$1.34M -16,383 -9%
HAI
35
Hennessy Advisors Inc
California
$14.5M -$491K -6,000 -3%
ProShare Advisors
36
ProShare Advisors
Maryland
$14.2M +$2.47M +30,187 +22%
EAM
37
Eagle Asset Management
Florida
$13.8M -$842K -10,277 -6%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$13.7M
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$13.5M -$64.5K -788 -0.5%
Morgan Stanley
40
Morgan Stanley
New York
$13.5M +$6.43M +78,538 +94%
Ameriprise
41
Ameriprise
Minnesota
$13.3M -$167K -2,039 -1%
PPA
42
Parametric Portfolio Associates
Washington
$13M -$518K -6,326 -4%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$12.8M +$3.38M +41,212 +37%
Barclays
44
Barclays
United Kingdom
$11.9M +$9.34M +113,986 +403%
AllianceBernstein
45
AllianceBernstein
Tennessee
$11.2M -$73.1K -893 -0.7%
Bessemer Group
46
Bessemer Group
New Jersey
$11.1M -$23.5M -286,585 -68%
GF
47
Gabelli Funds
New York
$11M -$41K -500 -0.4%
AIG
48
American International Group
New York
$10.7M +$55.2K +674 +0.5%
RPWA
49
Regent Peak Wealth Advisors
Georgia
$10.7M +$10.5M +128,451 New
UBS Group
50
UBS Group
Switzerland
$10.6M +$5.02M +61,277 +92%

SR Hedge Fund Activity: Q4 2019 in Review

261 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2019, worth a combined $3.51B — down 3.3% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SR and 32 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 96 added.

The largest buyer was American Century Companies, adding an estimated $21.1M. The largest seller was Franklin Resources, cutting an estimated $35.1M.

  • 261 institutional investors held Spire (SR) as of Q4 2019, down from 269 in Q3 2019.
  • Funds reported $3.51B of Spire stock for Q4 2019, down 3.3% quarter-over-quarter.
  • 32 funds opened new Spire positions in Q4 2019 and 34 closed out, a net change of -2 holders.
  • The largest Spire buyer in Q4 2019 was American Century Companies, an estimated $21.1M added.
  • The largest Spire seller in Q4 2019 was Franklin Resources, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2019.