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167 hedge funds and large institutions have $968M invested in Spire in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

2% more funds holding

Funds holding: 164167 (+3)

2% more capital invested

Capital invested by funds: $950M → $968M (+$18.4M)

Holders
167
Holders Change
+3
Holders Change %
+1.83%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
68
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
101
Fruth Investment Management
Texas
$719K +$9.21K +200 +1%
Allianz Asset Management
102
Allianz Asset Management
Germany
$708K +$15.3K +332 +2%
LCS
103
Levin Capital Strategies
New York
$676K -$124K -2,697 -15%
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$666K +$673K +14,617 New
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$642K +$649K +14,100 New
SMC
106
Smith, Moore & Co
Missouri
$630K +$637K +13,832 New
CTC
107
Central Trust Company
Missouri
$628K -$64.4K -1,400 -9%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$601K -$46K -1,000 -7%
CAM
109
Capstone Asset Management
Texas
$593K +$7.18K +156 +1%
NCCM
110
Nine Chapters Capital Management
New Jersey
$560K +$566K +12,300 New
Millennium Management
111
Millennium Management
New York
$552K -$3.92M -85,238 -88%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$551K +$10.2K +221 +2%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$535K -$43.6K -948 -7%
SBH
114
Segall Bryant & Hamill
Illinois
$462K -$26.5K -575 -5%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$455K -$110K -2,400 -19%
AG
116
Aperio Group
California
$454K -$429K -9,317 Closed
MMG
117
Monetary Management Group
Missouri
$438K +$92.4K +2,008 +26%
OA
118
OFI Advisors
Pennsylvania
$428K +$73.7K +1,602 +21%
UBS AM
119
UBS AM
Illinois
$396K +$13.8K +300 +4%
VRS
120
Virginia Retirement Systems
Virginia
$392K
PI
121
PineBridge Investments
New York
$381K +$226K +4,904 +142%
HW
122
Hancock Whitney
Mississippi
$375K +$39.7K +862 +12%
MA
123
Marshwinds Advisory
Georgia
$351K -$46K -1,000 -11%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$349K
CCMH
125
Cornerstone Capital Management Holdings
New York
$346K -$626K -13,600 -64%

SR Hedge Fund Activity: Q4 2013 in Review

167 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2013, worth a combined $968M — up 1.9% from $950M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SR positions and 12 closed out — a net gain of 3 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $9.3M. The largest seller was First Trust Advisors, cutting an estimated $12M.

  • 167 institutional investors held Spire (SR) as of Q4 2013, up from 164 in Q3 2013.
  • Funds reported $968M of Spire stock for Q4 2013, up 1.9% quarter-over-quarter.
  • 15 funds opened new Spire positions in Q4 2013 and 12 closed out, a net change of +3 holders.
  • The largest Spire buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $9.3M added.
  • The largest Spire seller in Q4 2013 was First Trust Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2013.