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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
MAM
51
Martingale Asset Management
Massachusetts
$10.5M -$385K -4,701 -4%
BNP Paribas Asset Management
52
BNP Paribas Asset Management
France
$10.5M -$849K -10,367 -8%
TIS
53
Tortoise Index Solutions
Kansas
$8.9M +$3.97M +48,426 +83%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.3M -$377K -4,597 -4%
Swiss National Bank
55
Swiss National Bank
Switzerland
$8.1M +$139K +1,700 +2%
MOACM
56
Mutual of America Capital Management
New York
$8.03M +$140K +1,715 +2%
QI
57
QS Investors
New York
$7.63M -$41K -500 -0.5%
UBS AM
58
UBS AM
Illinois
$7.6M +$889K +10,852 +13%
Hotchkis & Wiley Capital Management
59
Hotchkis & Wiley Capital Management
California
$7.37M +$1.96M +23,870 +37%
SEI Investments
60
SEI Investments
Pennsylvania
$7.33M +$1.05M +12,845 +17%
Federated Hermes
61
Federated Hermes
Pennsylvania
$6.6M -$6.3M -76,925 -49%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$6.33M -$126K -1,535 -2%
PFC
63
Phocas Financial Corp
California
$6.07M -$1.39M -16,965 -19%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$6.01M
RHFI
65
Reilly Herbert Faulkner III
$5.84M +$109K +1,327 +2%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$5.61M +$338K +4,132 +7%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$5.53M +$27.2K +332 +0.5%
NIPH
68
NN Investment Partners Holdings
Netherlands
$4.79M +$3.89M +47,450 +475%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$4.71M +$180K +2,200 +4%
CB
70
Commerce Bank
Missouri
$4.26M +$127K +1,549 +3%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$4.25M -$1.08M -13,226 -21%
MIM
72
MetLife Investment Management
New Jersey
$4.19M -$23.8K -291 -0.6%
AG
73
Aperio Group
California
$4.05M -$31.7K -387 -0.8%
Canada Life
74
Canada Life
Manitoba, Canada
$3.94M +$3.9M +47,655 New
CS
75
Credit Suisse
Switzerland
$3.61M -$220K -2,684 -6%

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.