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Spire
SR

168 hedge funds and large institutions have $1.01B invested in Spire in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $968M → $1.01B (+$45.1M)

1% more funds holding

Funds holding: 167 → 168 (+1)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
62
Reduced
59
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$48.7M
2
First Trust Advisors
First Trust Advisors
Illinois
+$7.94M
3
Invesco
Invesco
Georgia
+$6.74M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$5.48M
5
GC
Guggenheim Capital
Illinois
+$5.26M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$29.1M
2
SC
Sculptor Capital
New York
-$15M
3
JIR
James Investment Research
Ohio
-$12.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$11.9M
5
ARC
Absolute Return Capital
Massachusetts
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
101
Smith, Moore & Co
Missouri
$739K +$83.4K +1,835 +13%
Allianz Asset Management
102
Allianz Asset Management
Germany
$734K – – –
UB
103
UMB Bank
Missouri
$691K +$140K +3,075 +27%
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$665K – – –
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$652K +$605K +13,322 +3,149%
CTC
106
Central Trust Company
Missouri
$646K -$4.54K -100 -0.7%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$622K – – –
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$570K – – –
CAM
109
Capstone Asset Management
Texas
$562K -$50.4K -1,110 -9%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$560K +$4.09K +90 +0.8%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$523K -$516K -11,352 -51%
SCM
112
Symons Capital Management
Pennsylvania
$521K +$502K +11,040 New
SBH
113
Segall Bryant & Hamill
Illinois
$497K +$18K +396 +4%
CC
114
Curian Capital
Colorado
$488K -$646K -14,213 -58%
UBS AM
115
UBS AM
Illinois
$481K +$68.1K +1,500 +17%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$472K – – –
MMG
117
Monetary Management Group
Missouri
$453K – – –
AI
118
Analytic Investors
California
$453K +$436K +9,606 New
OA
119
OFI Advisors
Pennsylvania
$444K +$1.36K +30 +0.3%
HW
120
Hancock Whitney
Mississippi
$437K +$47.8K +1,053 +13%
LCP
121
Longbow Capital Partners
New York
$401K +$386K +8,500 New
PCM
122
Prelude Capital Management
New York
$378K +$109K +2,402 +43%
AG
123
Aperio Group
California
$375K +$362K +7,962 New
MA
124
Marshwinds Advisory
Georgia
$363K – – –
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$360K -$317K -6,981 -48%
3 4
5
6 7

SR Hedge Fund Activity: Q1 2014 in Review

168 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2014, worth a combined $1.01B — up 4.7% from $968M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SR positions and 17 closed out — a net gain of 1 holder — while 62 added to existing stakes and 59 trimmed.

The largest buyer was American Century Companies, adding an estimated $48.7M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $29.1M sold.

  • 168 institutional investors held Spire (SR) as of Q1 2014, up from 167 in Q4 2013.
  • Funds reported $1.01B of Spire stock for Q1 2014, up 4.7% quarter-over-quarter.
  • 18 funds opened new Spire positions in Q1 2014 and 17 closed out, a net change of +1 holder.
  • The largest Spire buyer in Q1 2014 was American Century Companies, an estimated $48.7M added.
  • The largest Spire seller in Q1 2014 was Lord, Abbett & Co, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2014.