Spire
168 hedge funds and large institutions have $1.01B invested in Spire in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 17 closing their positions.
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
5% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 59
5% more capital invested
Capital invested by funds: $968M → $1.01B (+$45.1M)
1% more funds holding
Funds holding: 167 → 168 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$48.7M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$7.94M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$6.74M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$5.48M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$5.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$29.1M |
| 2 |
SC
Sculptor Capital
New York
|
-$15M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
-$12.1M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$11.9M |
| 5 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$3.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCMH
176
Cornerstone Capital Management Holdings
New York
| – | -$345K | -7,600 | Closed |
|
|
WMSA
177
Weiss Multi-Strategy Advisers
New York
| – | -$317K | -6,960 | Closed |
|
|
GC
178
Globeflex Capital
San Diego,
California
| – | -$303K | -6,660 | Closed |
|
|
HI
179
HBK Investments
Dallas,
Texas
| – | -$264K | -5,800 | Closed |
|
180
William Blair & Company
Chicago,
Illinois
| – | -$225K | -4,950 | Closed |
|
|
PTCG
181
Pring Turner Capital Group
Alamo,
California
| – | -$23K | -500 | Closed |
|
|
HNB
182
Huntington National Bank
Columbus,
Ohio
| – | -$20K | -440 | Closed |
|
|
FNBT
183
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$18K | -400 | Closed |
|
|
HF
184
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$15K | -325 | Closed |
|
|
PIA
185
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$865 | -19 | Closed |
|
SR Hedge Fund Activity: Q1 2014 in Review
168 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2014, worth a combined $1.01B — up 4.7% from $968M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SR positions and 17 closed out — a net gain of 1 holder — while 62 added to existing stakes and 59 trimmed.
The largest buyer was American Century Companies, adding an estimated $48.7M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $29.1M sold.
- 168 institutional investors held Spire (SR) as of Q1 2014, up from 167 in Q4 2013.
- Funds reported $1.01B of Spire stock for Q1 2014, up 4.7% quarter-over-quarter.
- 18 funds opened new Spire positions in Q1 2014 and 17 closed out, a net change of +1 holder.
- The largest Spire buyer in Q1 2014 was American Century Companies, an estimated $48.7M added.
- The largest Spire seller in Q1 2014 was Lord, Abbett & Co, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2014.