We are live on ! Find out more

261 hedge funds and large institutions have $3.51B invested in Spire in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

0.68% more ownership

Funds ownership: 81.83%82.51% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $3.63B → $3.51B (-$121M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

3% less funds holding

Funds holding: 269261 (-8)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
96
Reduced
79
Closed
34
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$577K -$1.36M -16,558 -71%
Sumitomo Mitsui Trust Group
152
Sumitomo Mitsui Trust Group
Japan
$546K +$537K +6,554 New
DIM
153
DC Investments Management
Virginia
$539K -$17.3K -211 -3%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$537K +$573 +7 +0.1%
CWM
155
Cornerstone Wealth Management
Missouri
$529K +$10.6K +129 +2%
Creative Planning
156
Creative Planning
Kansas
$504K +$101K +1,230 +26%
LPL Financial
157
LPL Financial
California
$499K +$240K +2,936 +96%
CTA
158
Chesley Taft & Associates
Illinois
$492K
WC
159
Whitney & Co
New York
$456K
SAM
160
Securian Asset Management
Minnesota
$431K -$43.5K -531 -9%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$430K +$115K +1,402 +37%
GI
162
GAMCO Investors
Connecticut
$420K
QCM
163
Quantinno Capital Management
New York
$413K -$16K -195 -4%
CGH
164
Crossmark Global Holdings
Texas
$390K +$1.64K +20 +0.4%
PIA
165
Piedmont Investment Advisors
North Carolina
$388K -$58.3K -712 -13%
MFG
166
Magnus Financial Group
New York
$388K
SM
167
Sciencast Management
New Jersey
$381K +$385K +4,700 New
SMC
168
Smith, Moore & Co
Missouri
$377K -$59.4K -725 -14%
RBFC
169
Roman Butler Fullerton & Co
Missouri
$375K +$148K +1,805 +67%
SSA
170
Schonfeld Strategic Advisors
New York
$365K +$359K +4,384 New
DP
171
Dearborn Partners
Illinois
$363K +$70.9K +865 +25%
LTFS
172
Ladenburg Thalmann Financial Services
Florida
$357K +$42.9K +524 +14%
AG
173
Advisor Group
Arizona
$335K -$8.03K -98 -2%
GAM
174
Garrison Asset Management
Arkansas
$323K
HC
175
Henshaw Capital
Massachusetts
$318K

SR Hedge Fund Activity: Q4 2019 in Review

261 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2019, worth a combined $3.51B — down 3.3% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SR and 32 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 96 added.

The largest buyer was American Century Companies, adding an estimated $21.1M. The largest seller was Franklin Resources, cutting an estimated $35.1M.

  • 261 institutional investors held Spire (SR) as of Q4 2019, down from 269 in Q3 2019.
  • Funds reported $3.51B of Spire stock for Q4 2019, down 3.3% quarter-over-quarter.
  • 32 funds opened new Spire positions in Q4 2019 and 34 closed out, a net change of -2 holders.
  • The largest Spire buyer in Q4 2019 was American Century Companies, an estimated $21.1M added.
  • The largest Spire seller in Q4 2019 was Franklin Resources, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2019.