We are live on ! Find out more
SR icon

Spire
SR

233 hedge funds and large institutions have $2.43B invested in Spire in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $877K | Put options by funds: $250K

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $2.29B → $2.43B (+$141M)

1.04% more ownership

Funds ownership: 77.68% → 78.72% (+1%)

8% less funds holding

Funds holding: 252 → 233 (-19)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
5.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
98
Reduced
80
Closed
30
Calls
$877K
Puts
$250K
Net Calls
+$627K
Net Calls Change
-$1.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$369M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$20M
3
DIA
Denver Investment Advisors
Colorado
+$17.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$16.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6.65M
3
Axa
Axa
France
-$6.24M
4
CS
Credit Suisse
Switzerland
-$5.85M
5
Norges Bank
Norges Bank
Norway
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
176
Shelton Capital Management
Colorado
$290K +$43.4K +667 +18%
Barclays
177
Barclays
United Kingdom
$278K -$576K -8,845 -68%
Brown Advisory
178
Brown Advisory
Maryland
$278K – – –
William Blair & Company
179
William Blair & Company
Illinois
$271K – – –
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$271K +$42.6K +654 +19%
AIP
181
Ameritas Investment Partners
Nebraska
$261K – – –
Millennium Management
182
Millennium Management
New York
$257K -$3.63M -55,795 -94%
Creative Planning
183
Creative Planning
Kansas
$243K -$5.66K -87 -2%
ECM
184
Everence Capital Management
Indiana
$242K +$234K +3,590 New
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$16.6K +255 +8%
Neuberger Berman Group
186
Neuberger Berman Group
New York
$215K +$195 +3 +0.1%
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$214K -$1.3K -20 -0.6%
MMG
188
Monetary Management Group
Missouri
$206K – – –
EP
189
Elkfork Partners
Oregon
$197K -$33.2K -510 -15%
CPIG
190
Chicago Partners Investment Group
Illinois
$189K – – –
MSFP
191
Mark Sheptoff Financial Planning
Connecticut
$169K +$65 +1 +0%
GHCM
192
Glen Harbor Capital Management
California
$163K -$27.3K -420 -15%
QI
193
QS Investors
New York
$159K +$110K +1,698 +259%
LTFS
194
Ladenburg Thalmann Financial Services
Florida
$148K +$325 +5 +0.2%
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$134K -$14.5K -223 -10%
MCIM
196
Meadow Creek Investment Management
Georgia
$128K -$21.5K -330 -15%
Ohio Public Employees Retirement System (OPERS)
197
Ohio Public Employees Retirement System (OPERS)
Ohio
$126K – – –
VCM
198
Versant Capital Management
Arizona
$114K -$651 -10 -0.6%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$113K – – –
AG
200
Advisor Group
Arizona
$112K +$23K +354 +27%
6 7
8
9 10

SR Hedge Fund Activity: Q1 2017 in Review

233 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2017, worth a combined $2.43B — up 6.2% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SR and 18 opened new positions — a net loss of 12 holders — while 80 trimmed existing stakes and 98 added.

The largest buyer was BlackRock, adding an estimated $369M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 233 institutional investors held Spire (SR) as of Q1 2017, down from 252 in Q4 2016.
  • Funds reported $2.43B of Spire stock for Q1 2017, up 6.2% quarter-over-quarter.
  • 18 funds opened new Spire positions in Q1 2017 and 30 closed out, a net change of -12 holders.
  • The largest Spire buyer in Q1 2017 was BlackRock, an estimated $369M added.
  • The largest Spire seller in Q1 2017 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2017.