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223 hedge funds and large institutions have $1.95B invested in Spire in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

5% more funds holding

Funds holding: 212223 (+11)

4% more capital invested

Capital invested by funds: $1.87B → $1.95B (+$77.7M)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

Holders
223
Holders Change
+11
Holders Change %
+5.19%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
29
Increased
77
Reduced
78
Closed
17
Calls
$1.34M
Puts
Net Calls
+$1.34M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
176
Private Advisor Group
New Jersey
$204K +$200K +3,758 New
TIS
177
Tortoise Index Solutions
Kansas
$190K +$2.66K +50 +1%
EFSCE
178
Enterprise Financial Services Corp (EFSC)
Missouri
$175K
CPIG
179
Chicago Partners Investment Group
Illinois
$153K
FMT
180
First Mercantile Trust
Tennessee
$145K -$2.66K -50 -2%
MSFP
181
Mark Sheptoff Financial Planning
Connecticut
$136K
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$123K +$1.01K +19 +0.8%
BAM
183
Bruderman Asset Management
New York
$122K -$12.2K -229 -9%
KCPG
184
Kavar Capital Partners Group
Kansas
$108K +$1.01K +19 +1%
LIA
185
LS Investment Advisors
Michigan
$76K
RCM
186
Riverhead Capital Management
Delaware
$76K +$74.5K +1,400 New
PFBT
187
Parkside Financial Bank & Trust
Missouri
$75K +$72.7K +1,367 New
FIB
188
First Interstate Bank
Montana
$69K +$67.6K +1,270 New
QT
189
Quantbot Technologies
New York
$64K +$63.2K +1,188 New
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$62K +$60.9K +1,145 New
KF
191
Krilogy Financial
Missouri
$49K +$47.3K +890 New
GWM
192
Gupta Wealth Management
California
$47K
MGIA
193
Moneta Group Investment Advisors
Missouri
$44K +$42.6K +800 New
Creative Planning
194
Creative Planning
Kansas
$42K +$41K +770 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$35K +$2.18K +41 +7%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$32K +$23.5K +441 +308%
DSC
197
Duncker Streett & Co
Missouri
$27K -$37.2K -700 -58%
QI
198
QS Investors
New York
$27K
DBT
199
Dubuque Bank & Trust
Iowa
$25K
HNB
200
Huntington National Bank
Ohio
$24K

SR Hedge Fund Activity: Q3 2015 in Review

223 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2015, worth a combined $1.95B — up 4.2% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SR positions and 17 closed out — a net gain of 12 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Fiduciary Management Associates, opening a new position worth an estimated $25.3M. The largest seller was American Century Companies, cutting an estimated $21.8M.

  • 223 institutional investors held Spire (SR) as of Q3 2015, up from 212 in Q2 2015.
  • Funds reported $1.95B of Spire stock for Q3 2015, up 4.2% quarter-over-quarter.
  • 29 funds opened new Spire positions in Q3 2015 and 17 closed out, a net change of +12 holders.
  • The largest Spire buyer in Q3 2015 was Fiduciary Management Associates, an estimated $25.3M added.
  • The largest Spire seller in Q3 2015 was American Century Companies, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2015.