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258 hedge funds and large institutions have $3.17B invested in Spire in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

3% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 87

0.77% more ownership

Funds ownership: 82.51%83.29% (+0.77%)

1% less funds holding

Funds holding: 261258 (-3)

10% less capital invested

Capital invested by funds: $3.51B → $3.17B (-$339M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $22K

Holders
258
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
90
Reduced
87
Closed
29
Calls
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$504K -$2.13M -26,526 -80%
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$501K +$23K +287 +4%
Balyasny Asset Management
153
Balyasny Asset Management
Illinois
$481K +$518K +6,464 New
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$448K +$482K +6,016 New
CTA
155
Chesley Taft & Associates
Illinois
$439K
Truist Financial
156
Truist Financial
North Carolina
$437K +$470K +5,861 New
HC
157
Henshaw Capital
Massachusetts
$429K +$155K +1,939 +51%
WC
158
Whitney & Co
New York
$408K
PA
159
Profund Advisors
Maryland
$390K -$248K -3,091 -37%
SAM
160
Securian Asset Management
Minnesota
$385K
GI
161
GAMCO Investors
Connecticut
$375K
SSA
162
Schonfeld Strategic Advisors
New York
$365K +$41.4K +516 +12%
Creative Planning
163
Creative Planning
Kansas
$354K -$104K -1,295 -21%
PIA
164
Piedmont Investment Advisors
North Carolina
$348K +$1.04K +13 +0.3%
MFG
165
Magnus Financial Group
New York
$347K
SMC
166
Smith, Moore & Co
Missouri
$344K +$7.05K +88 +2%
DTL
167
Dynamic Technology Lab
Singapore
$343K +$369K +4,603 New
CGH
168
Crossmark Global Holdings
Texas
$341K -$8.82K -110 -2%
LPL Financial
169
LPL Financial
California
$336K -$118K -1,473 -25%
BEI
170
Benjamin Edwards Inc
Missouri
$329K +$269K +3,352 +316%
DP
171
Dearborn Partners
Illinois
$323K -$1.68K -21 -0.5%
Sumitomo Mitsui Trust Group
172
Sumitomo Mitsui Trust Group
Japan
$317K -$184K -2,300 -35%
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
$315K -$580K -7,237 -63%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$312K +$55.9K +697 +20%
Tudor Investment Corp
175
Tudor Investment Corp
Connecticut
$301K +$324K +4,047 New

SR Hedge Fund Activity: Q1 2020 in Review

258 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2020, worth a combined $3.17B — down 9.7% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SR positions and 29 closed out — a net gain of 2 holders — while 90 added to existing stakes and 87 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $28.5M. The largest seller was Fidelity Investments, cutting an estimated $16.6M.

  • 258 institutional investors held Spire (SR) as of Q1 2020, down from 261 in Q4 2019.
  • Funds reported $3.17B of Spire stock for Q1 2020, down 9.7% quarter-over-quarter.
  • 31 funds opened new Spire positions in Q1 2020 and 29 closed out, a net change of +2 holders.
  • The largest Spire buyer in Q1 2020 was Victory Capital Management, an estimated $28.5M added.
  • The largest Spire seller in Q1 2020 was Fidelity Investments, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2020.