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223 hedge funds and large institutions have $2.06B invested in Spire in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 64

6% more capital invested

Capital invested by funds: $1.95B → $2.06B (+$112M)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 223223 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
223
Holders Change
Holders Change %
0%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
93
Reduced
64
Closed
25
Calls
$643K
Puts
Net Calls
+$643K
Net Calls Change
-$698K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
176
Bison Wealth
Georgia
$211K +$205K +3,556 New
Jane Street
177
Jane Street
New York
$208K +$202K +3,508 New
Creative Planning
178
Creative Planning
Kansas
$203K +$153K +2,655 +345%
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$191K
CPIG
180
Chicago Partners Investment Group
Illinois
$166K
MSFP
181
Mark Sheptoff Financial Planning
Connecticut
$149K
FIB
182
First Interstate Bank
Montana
$146K +$68.3K +1,185 +93%
FMT
183
First Mercantile Trust
Tennessee
$143K -$14.4K -250 -9%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$138K +$4.27K +74 +3%
MFS
185
MSI Financial Services
Massachusetts
$124K +$120K +2,083 New
KCPG
186
Kavar Capital Partners Group
Kansas
$118K +$115 +2 +0.1%
Walleye Trading
187
Walleye Trading
New York
$112K +$108K +1,877 New
Envestnet Asset Management
188
Envestnet Asset Management
Illinois
$94K +$24.9K +432 +38%
VCM
189
Versant Capital Management
Arizona
$91K +$88.6K +1,536 New
LIA
190
LS Investment Advisors
Michigan
$85K +$1.96K +34 +2%
BAM
191
Bruderman Asset Management
New York
$83K -$48.4K -839 -38%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$81K
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$66K +$63.6K +1,104 New
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$62K +$26.9K +466 +80%
ACM
195
Armbruster Capital Management
New York
$48K +$46.1K +800 New
QI
196
QS Investors
New York
$39K +$9.51K +165 +34%
MUS
197
Mitsubishi UFJ Securities
Japan
$39K +$37.8K +655 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$38K +$115 +2 +0.3%
JGIA
199
Jackson Grant Investment Advisers
Connecticut
$33K +$32.2K +559 New
DSC
200
Duncker Streett & Co
Missouri
$30K

SR Hedge Fund Activity: Q4 2015 in Review

223 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2015, worth a combined $2.06B — up 5.8% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SR positions and 25 closed out — a net gain of 2 holders — while 93 added to existing stakes and 64 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $84.9M. The largest seller was Allianz Asset Management, cutting an estimated $39.3M.

  • 223 institutional investors held Spire (SR) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $2.06B of Spire stock for Q4 2015, up 5.8% quarter-over-quarter.
  • 27 funds opened new Spire positions in Q4 2015 and 25 closed out, a net change of +2 holders.
  • The largest Spire buyer in Q4 2015 was Vaughan Nelson Investment Management, an estimated $84.9M added.
  • The largest Spire seller in Q4 2015 was Allianz Asset Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2015.