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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: 167168 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
151
Kavar Capital Partners Group
Kansas
$87K +$818 +18 +1%
TAM
152
Tocqueville Asset Management
New York
$78K +$25.3K +558 +51%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$59K +$45 +1 +0.1%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$54K -$909 -20 -2%
QT
155
Quantbot Technologies
New York
$51K +$50K +1,100 New
TRCT
156
Tower Research Capital (TRC)
New York
$48K +$22.8K +501 +96%
Canada Life
157
Canada Life
Manitoba, Canada
$46K
Creative Planning
158
Creative Planning
Kansas
$43K
BC
159
Bartlett & Co
Ohio
$28K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$25K -$89.9K -1,980 -79%
DSC
161
Duncker Streett & Co
Missouri
$24K
BFEC
162
Benjamin F. Edwards & Company
Missouri
$9K
DADC
163
D.A. Davidson & Co
Montana
$9K
TF
164
Tompkins Financial
New York
$9K
ST
165
Smithfield Trust
Pennsylvania
$9K +$9.09K +200 New
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$8K -$49.2K -1,084 -86%
GAM
167
Gemmer Asset Management
California
$7K +$7.04K +155 New
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15K -$15.5K -341 -1%
Lord, Abbett & Co
169
Lord, Abbett & Co
New Jersey
-$29.1M -638,300 Closed
SC
170
Sculptor Capital
New York
-$15M -328,810 Closed
JIR
171
James Investment Research
Ohio
-$12.1M -265,090 Closed
ARC
172
Absolute Return Capital
Massachusetts
-$3.17M -69,507 Closed
PI
173
Putnam Investments
Massachusetts
-$2.02M -44,395 Closed
BFA
174
Beaumont Financial Advisors
Massachusetts
-$1.83M -40,188 Closed
NCCM
175
Nine Chapters Capital Management
New Jersey
-$560K -12,300 Closed

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.