We are live on ! Find out more
SR icon

Spire
SR

167 hedge funds and large institutions have $968M invested in Spire in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

2% more funds holding

Funds holding: 164 → 167 (+3)

2% more capital invested

Capital invested by funds: $950M → $968M (+$18.4M)

Holders
167
Holders Change
+3
Holders Change %
+1.83%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
68
Reduced
59
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$9.3M
2
JIR
James Investment Research
Ohio
+$6.07M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.02M
4
RFC
Russell Frank Company
Washington
+$3.15M
5
IA
Icon Advisers
Colorado
+$3.08M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$12M
2
SC
Sculptor Capital
New York
-$5.12M
3
Millennium Management
Millennium Management
New York
-$3.92M
4
LM
Luminus Management
Texas
-$3.74M
5
GACM
Green Arrow Capital Management
New York
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
176
SG Americas Securities
New York
– -$262K -5,814 Closed
Two Sigma Investments
177
Two Sigma Investments
New York
– -$206K -4,570 Closed
CMBA
178
C.M. Bidwell & Associates
Hawaii
– -$94K -2,085 Closed
LSV Asset Management
179
LSV Asset Management
Illinois
– -$18K -400 Closed
4 5 6 7
8

SR Hedge Fund Activity: Q4 2013 in Review

167 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2013, worth a combined $968M — up 1.9% from $950M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SR positions and 12 closed out — a net gain of 3 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $9.3M. The largest seller was First Trust Advisors, cutting an estimated $12M.

  • 167 institutional investors held Spire (SR) as of Q4 2013, up from 164 in Q3 2013.
  • Funds reported $968M of Spire stock for Q4 2013, up 1.9% quarter-over-quarter.
  • 15 funds opened new Spire positions in Q4 2013 and 12 closed out, a net change of +3 holders.
  • The largest Spire buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $9.3M added.
  • The largest Spire seller in Q4 2013 was First Trust Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2013.