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322 hedge funds and large institutions have $3.5B invested in Spire in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 88 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $373K | Put options by funds: $176K

45% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 88

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

4% more funds holding

Funds holding: 310322 (+12)

2.12% more ownership

Funds ownership: 87.15%89.27% (+2.1%)

3% more capital invested

Capital invested by funds: $3.39B → $3.5B (+$117M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
322
Holders Change
+12
Holders Change %
+3.87%
% of All Funds
4.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
128
Reduced
88
Closed
42
Calls
$373K
Puts
$176K
Net Calls
+$197K
Net Calls Change
-$827K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$31.7M -$5.84M -87,179 -16%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$31.3M +$744K +11,109 +2%
ZP
28
Zimmer Partners
New York
$30.1M +$29.7M +443,500 New
ORIO
29
Old Republic International (ORI)
Illinois
$29.1M -$6.3M -94,000 -18%
JP Morgan Chase
30
JP Morgan Chase
New York
$29.1M +$9.31M +138,971 +48%
Ameriprise
31
Ameriprise
Minnesota
$27.9M -$1.07M -16,006 -4%
Legal & General Group
32
Legal & General Group
United Kingdom
$23.8M -$376K -5,610 -2%
Mirae Asset Global ETFs Holdings
33
Mirae Asset Global ETFs Holdings
Hong Kong
$22.2M +$978K +14,593 +5%
UBS Group
34
UBS Group
Switzerland
$21.5M +$12.8M +191,680 +152%
TSW
35
Thompson Siegel & Walmsley
Virginia
$18.2M +$787K +11,738 +5%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$17.9M -$297K -4,432 -2%
Millennium Management
37
Millennium Management
New York
$16.8M -$6.72M -100,338 -29%
SEI Investments
38
SEI Investments
Pennsylvania
$14.9M +$1.06M +15,854 +8%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$14.1M +$96.6K +1,441 +0.7%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$13.9M +$1.19M +17,700 +9%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$13.3M -$5.69M -84,904 -30%
UBS AM
42
UBS AM
Illinois
$13.1M +$365K +5,454 +3%
SG
43
Sourcerock Group
Colorado
$12.6M +$12.4M +185,265 New
Principal Financial Group
44
Principal Financial Group
Iowa
$11.8M +$212K +3,163 +2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$11.1M -$356K -5,308 -3%
Barclays
46
Barclays
United Kingdom
$9.78M +$2.33M +34,839 +32%
RPWA
47
Regent Peak Wealth Advisors
Georgia
$9.48M -$30.5K -455 -0.3%
GF
48
Gabelli Funds
New York
$8.83M
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$8.28M +$8.18M +122,029 New
ETC
50
Exchange Traded Concepts
Oklahoma
$8.26M +$61.8K +923 +0.8%

SR Hedge Fund Activity: Q4 2024 in Review

322 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2024, worth a combined $3.5B — up 3.5% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SR positions and 42 closed out — a net gain of 15 holders — while 128 added to existing stakes and 88 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $29.7M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

  • 322 institutional investors held Spire (SR) as of Q4 2024, up from 310 in Q3 2024.
  • Funds reported $3.5B of Spire stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 57 funds opened new Spire positions in Q4 2024 and 42 closed out, a net change of +15 holders.
  • The largest Spire buyer in Q4 2024 was Zimmer Partners, an estimated $29.7M added.
  • The largest Spire seller in Q4 2024 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2024.