We are live on ! Find out more

232 hedge funds and large institutions have $2.64B invested in Spire in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $460K

80.81% more ownership

Funds ownership: 0%80.81% (+81%)

68% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 62

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $2.3B → $2.64B (+$347M)

4% more funds holding

Funds holding: 223232 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
6.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
35
Increased
104
Reduced
62
Closed
24
Calls
$1.75M
Puts
$460K
Net Calls
+$1.29M
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$308K +$3.29K +50 +1%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$303K +$73.6K +1,120 +35%
AAM
178
Advisors Asset Management
Colorado
$302K +$63.4K +964 +29%
RJA
179
Raymond James & Associates
Florida
$301K +$6.05K +92 +2%
VKH
180
Virtu KCG Holdings
New York
$292K -$144K -2,193 -35%
Brown Advisory
181
Brown Advisory
Maryland
$291K +$270K +4,114 New
Jacobs Levy Equity Management
182
Jacobs Levy Equity Management
New Jersey
$280K +$260K +3,950 New
Pacer Advisors
183
Pacer Advisors
Pennsylvania
$269K +$249K +3,791 New
Barclays
184
Barclays
United Kingdom
$264K -$1.82M -27,736 -88%
SCM
185
Shelton Capital Management
Colorado
$258K
Creative Planning
186
Creative Planning
Kansas
$257K +$13.1K +200 +6%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$254K +$236K +3,587 New
AIP
188
Ameritas Investment Partners
Nebraska
$252K +$13.8K +210 +6%
GS
189
GAM Systematic
United Kingdom
$243K -$217K -3,301 -49%
SM
190
Sciencast Management
New Jersey
$241K +$223K +3,400 New
RJFSA
191
Raymond James Financial Services Advisors
Florida
$231K +$723 +11 +0.3%
EFSCE
192
Enterprise Financial Services Corp (EFSC)
Missouri
$228K
PAG
193
Private Advisor Group
New Jersey
$227K +$211K +3,208 New
Baird Financial Group
194
Baird Financial Group
Wisconsin
$224K +$214K +3,261 New
NFA
195
Nuveen Fund Advisors
Illinois
$204K +$189K +2,878 New
CPIG
196
Chicago Partners Investment Group
Illinois
$198K
TRCT
197
Tower Research Capital (TRC)
New York
$193K +$173K +2,629 +2,629%
RCM
198
Riverhead Capital Management
Delaware
$183K -$266K -4,044 -53%
MSFP
199
Mark Sheptoff Financial Planning
Connecticut
$177K +$164K +2,500 New
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$155K +$66 +1 +0%

SR Hedge Fund Activity: Q2 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q2 2016, worth a combined $2.64B — up 15% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SR positions and 24 closed out — a net gain of 11 holders — while 104 added to existing stakes and 62 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $42.6M. The largest seller was Franklin Resources, cutting an estimated $8.94M.

  • 232 institutional investors held Spire (SR) as of Q2 2016, up from 223 in Q1 2016.
  • Funds reported $2.64B of Spire stock for Q2 2016, up 15% quarter-over-quarter.
  • 35 funds opened new Spire positions in Q2 2016 and 24 closed out, a net change of +11 holders.
  • The largest Spire buyer in Q2 2016 was Zimmer Partners, an estimated $42.6M added.
  • The largest Spire seller in Q2 2016 was Franklin Resources, an estimated $8.94M sold.

Based on aggregated 13F filings for Q2 2016.