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322 hedge funds and large institutions have $3.5B invested in Spire in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 88 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $373K | Put options by funds: $176K

45% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 88

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

4% more funds holding

Funds holding: 310322 (+12)

2.12% more ownership

Funds ownership: 87.15%89.27% (+2.1%)

3% more capital invested

Capital invested by funds: $3.39B → $3.5B (+$117M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
322
Holders Change
+12
Holders Change %
+3.87%
% of All Funds
4.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
128
Reduced
88
Closed
42
Calls
$373K
Puts
$176K
Net Calls
+$197K
Net Calls Change
-$827K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
151
Allianz Asset Management
Germany
$737K +$728K +10,866 New
NMERB
152
New Mexico Educational Retirement Board
New Mexico
$726K
Jones Financial Companies
153
Jones Financial Companies
Missouri
$673K +$318K +4,744 +92%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$672K -$18.7K -279 -3%
IFU
155
iSAM Funds (UK)
United Kingdom
$665K +$16K +239 +3%
FIM
156
Fruth Investment Management
Texas
$664K -$33.5K -500 -5%
EI
157
Ethic Inc
New York
$653K +$231K +3,449 +56%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$642K
GI
159
GAMCO Investors
Connecticut
$614K +$13.4K +200 +2%
BTC
160
Bank & Trust Company
Illinois
$596K -$32.9K -491 -5%
GCM
161
Greenland Capital Management
New York
$596K +$588K +8,780 New
Mariner
162
Mariner
Kansas
$585K +$90.5K +1,351 +19%
Pacer Advisors
163
Pacer Advisors
Pennsylvania
$584K -$393K -5,863 -41%
HC
164
Henshaw Capital
Massachusetts
$581K
RBFC
165
Roman Butler Fullerton & Co
Missouri
$581K -$3.69K -55 -0.7%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$561K -$67.7K -1,011 -11%
CTC
167
Central Trust Company
Missouri
$553K
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$553K +$43.9K +655 +9%
X
169
Xponance
Pennsylvania
$550K +$23.8K +355 +5%
VPIM
170
Vanguard Personalized Indexing Management
California
$548K +$87.3K +1,303 +19%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$537K +$136K +2,027 +34%
HSBC Holdings
172
HSBC Holdings
United Kingdom
$534K +$257K +3,841 +95%
SA
173
Sanctuary Advisors
Indiana
$529K -$36.7K -548 -7%
CWM
174
Cornerstone Wealth Management
Missouri
$525K +$57K +850 +12%
Nomura Holdings
175
Nomura Holdings
Japan
$519K +$513K +7,649 New

SR Hedge Fund Activity: Q4 2024 in Review

322 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2024, worth a combined $3.5B — up 3.5% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SR positions and 42 closed out — a net gain of 15 holders — while 128 added to existing stakes and 88 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $29.7M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

  • 322 institutional investors held Spire (SR) as of Q4 2024, up from 310 in Q3 2024.
  • Funds reported $3.5B of Spire stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 57 funds opened new Spire positions in Q4 2024 and 42 closed out, a net change of +15 holders.
  • The largest Spire buyer in Q4 2024 was Zimmer Partners, an estimated $29.7M added.
  • The largest Spire seller in Q4 2024 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2024.