We are live on ! Find out more

200 hedge funds and large institutions have $1.8B invested in Spire in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 54

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

4% more funds holding

Funds holding: 193200 (+7)

2% less capital invested

Capital invested by funds: $1.84B → $1.8B (-$34.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
200
Holders Change
+7
Holders Change %
+3.63%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
22
Increased
93
Reduced
54
Closed
14
Calls
$911K
Puts
Net Calls
+$911K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Gupta Wealth Management
California
$48K +$49.3K +940 New
Creative Planning
177
Creative Planning
Kansas
$39K -$6.77K -129 -15%
PAM
178
Panagora Asset Management
Massachusetts
$39K
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$31K +$4.04K +77 +15%
CHP
180
Cable Hill Partners
Oregon
$27K +$27.3K +521 New
QI
181
QS Investors
New York
$25K +$17.5K +334 +218%
HNB
182
Huntington National Bank
Ohio
$23K
RIA
183
Regal Investment Advisors
Michigan
$20K +$21K +400 New
PIA
184
Peachtree Investment Advisors
Georgia
$15K
FHA
185
First Horizon Advisors
Tennessee
$15K +$1.94K +37 +14%
BC
186
Bartlett & Co
Ohio
$10K -$10.5K -200 -50%
BFEC
187
Benjamin F. Edwards & Company
Missouri
$10K
DADC
188
D.A. Davidson & Co
Montana
$10K
ST
189
Smithfield Trust
Pennsylvania
$10K
TF
190
Tompkins Financial
New York
$10K
GAM
191
Gemmer Asset Management
California
$9K +$682 +13 +8%
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$8K
BPBT
193
Boston Private Bank & Trust
Massachusetts
$7K
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$7K +$7.5K +143 New
ASN
195
Advisory Services Network
Georgia
$5K +$4.77K +91 New
Bessemer Group
196
Bessemer Group
New Jersey
$5K +$5.56K +106 New
FPFS
197
First Personal Financial Services
North Carolina
$4K
Manulife (Manufacturers Life Insurance)
198
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.43K +$63.9K +1,219 +5%
W
199
Wealthfront
California
$1K +$1.15K +22 +2,200%
UB
200
UMB Bank
Missouri
$700 +$21K +400 +3%