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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$541K -$4.68K -72 -0.9%
FMT
152
First Mercantile Trust
Tennessee
$535K -$13K -200 -2%
BTS
153
BB&T Securities
Virginia
$532K +$513K +7,888 New
IA
154
IFP Advisors
Florida
$485K +$11.1K +170 +2%
AAM
155
Advisors Asset Management
Colorado
$483K +$25.9K +398 +6%
VKH
156
Virtu KCG Holdings
New York
$474K +$70.8K +1,088 +18%
FAAS
157
First Allied Advisory Services
California
$461K +$238K +3,651 +115%
ARTA
158
A.R.T. Advisors
New York
$459K +$443K +6,815 New
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$415K +$99K +1,521 +33%
JG
160
Jefferies Group
New York
$415K +$400K +6,153 New
AB
161
Amalgamated Bank
New York
$409K +$651 +10 +0.2%
SGCA
162
Steel Grove Capital Advisors
Tennessee
$409K +$391K +6,008 New
CTA
163
Chesley Taft & Associates
Illinois
$404K – – –
SSA
164
Schonfeld Strategic Advisors
New York
$401K -$211K -3,238 -35%
GAM
165
Garrison Asset Management
Arkansas
$394K – – –
JIR
166
James Investment Research
Ohio
$390K -$1.67M -25,685 -82%
Mitsubishi UFJ Trust & Banking
167
Mitsubishi UFJ Trust & Banking
Japan
$372K -$19.8K -305 -5%
CIBC Asset Management
168
CIBC Asset Management
Ontario, Canada
$372K – – –
Pacer Advisors
169
Pacer Advisors
Pennsylvania
$362K +$63.4K +975 +22%
SOADOR
170
State of Alaska Department of Revenue
Alaska
$342K +$6.51K +100 +2%
CA
171
Cetera Advisors
Colorado
$340K +$7.94K +122 +3%
N
172
Natixis
France
$336K +$5.01K +77 +2%
OCG
173
Opus Capital Group
Ohio
$334K +$322K +4,954 New
MFW
174
Mosaic Family Wealth
Missouri
$329K +$1.17K +18 +0.4%
PAG
175
Private Advisor Group
New Jersey
$329K +$82.9K +1,274 +36%
5 6
7
8 9

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.