We are live on ! Find out more

193 hedge funds and large institutions have $1.84B invested in Spire in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $1.58B → $1.84B (+$255M)

4% less funds holding

Funds holding: 201193 (-8)

13% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 76

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
66
Reduced
76
Closed
24
Calls
$904K
Puts
Net Calls
+$904K
Net Calls Change
+$686K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
151
UBS Group
Switzerland
$259K +$245K +4,868 New
CIBC Asset Management
152
CIBC Asset Management
Ontario, Canada
$255K -$8.7K -173 -3%
FMBTD
153
First Midwest Bank Trust Division
Illinois
$252K -$9.55K -190 -4%
YMRC
154
Yorktown Management & Research Company
Virginia
$239K -$101K -2,000 -31%
RFC
155
Regions Financial Corp
Alabama
$237K -$10.1K -200 -4%
Canada Life
156
Canada Life
Manitoba, Canada
$226K
Jane Street
157
Jane Street
New York
$215K +$203K +4,043 New
William Blair & Company
158
William Blair & Company
Illinois
$215K +$204K +4,060 New
LA
159
Lynch & Associates
Indiana
$203K -$58.1K -1,155 -23%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$202K +$191K +3,788 New
AIP
161
Ameritas Investment Partners
Nebraska
$202K +$191K +3,793 New
FMT
162
First Mercantile Trust
Tennessee
$154K -$5.03K -100 -3%
CPIG
163
Chicago Partners Investment Group
Illinois
$149K +$141K +2,800 New
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$136K
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
$133K
EFSCE
166
Enterprise Financial Services Corp (EFSC)
Missouri
$119K
DSC
167
Duncker Streett & Co
Missouri
$84K +$35.2K +700 +79%
NPC
168
National Planning Corporation
California
$74.9K +$71.4K +1,420 New
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$67K -$11.5K -229 -15%
QT
170
Quantbot Technologies
New York
$57K +$7.85K +156 +17%
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$49K -$11.7K -233 -20%
Creative Planning
172
Creative Planning
Kansas
$47K
PAM
173
Panagora Asset Management
Massachusetts
$41K +$38.8K +771 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$28K
HNB
175
Huntington National Bank
Ohio
$23K +$22.1K +440 New

SR Hedge Fund Activity: Q4 2014 in Review

193 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2014, worth a combined $1.84B — up 16% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SR and 19 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 66 added.

The largest buyer was Millennium Management, adding an estimated $41.1M. The largest seller was Energy Income Partners, exiting entirely with an estimated $22.7M sold.

  • 193 institutional investors held Spire (SR) as of Q4 2014, down from 201 in Q3 2014.
  • Funds reported $1.84B of Spire stock for Q4 2014, up 16% quarter-over-quarter.
  • 19 funds opened new Spire positions in Q4 2014 and 24 closed out, a net change of -5 holders.
  • The largest Spire buyer in Q4 2014 was Millennium Management, an estimated $41.1M added.
  • The largest Spire seller in Q4 2014 was Energy Income Partners, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2014.