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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
RHFI
76
Reilly Herbert Faulkner III
$3.77M +$73.3K +1,126 +2%
SO
77
STRS Ohio
Ohio
$3.71M +$26K +400 +0.7%
WC
78
Whitney & Co
New York
$3.64M -$17.9K -275 -0.5%
CS
79
Credit Suisse
Switzerland
$3.52M -$5.85M -89,902 -63%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$3.46M -$19.7K -302 -0.6%
BCM
81
Bridgeway Capital Management
Texas
$3.29M – – –
VOYA Investment Management
82
VOYA Investment Management
Georgia
$3.27M – – –
Verition Fund Management
83
Verition Fund Management
Connecticut
$3.24M +$1.36M +20,885 +77%
CB
84
Commerce Bank
Missouri
$3.18M -$196K -3,010 -6%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$2.89M +$420K +6,454 +18%
CCM
86
Century Capital Management
Massachusetts
$2.77M -$626K -9,614 -19%
Bessemer Group
87
Bessemer Group
New Jersey
$2.63M +$13K +200 +0.5%
Citigroup
88
Citigroup
New York
$2.62M -$3.31M -50,837 -57%
CCB
89
Cutter & Co Brokerage
Missouri
$2.57M -$39.7K -610 -2%
SI
90
Stephens Inc
Arkansas
$2.53M +$74.4K +1,143 +3%
UBS AM
91
UBS AM
Illinois
$2.51M +$959K +14,738 +66%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$2.4M +$74.2K +1,140 +3%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.31M +$274K +4,210 +14%
DCM
94
Dean Capital Management
Kansas
$2.31M +$288K +4,430 +15%
US Bancorp
95
US Bancorp
Minnesota
$2.3M -$52.7K -810 -2%
TPSF
96
Texas Permanent School Fund
Texas
$2.23M -$11.9K -183 -0.5%
Public Sector Pension Investment Board (PSP Investments)
97
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.23M +$58.6K +900 +3%
UBS Group
98
UBS Group
Switzerland
$2.22M -$1.13M -17,348 -35%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$2.16M +$161K +2,469 +8%
AG
100
Aperio Group
California
$2.11M +$120K +1,838 +6%
2 3
4
5 6

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.