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261 hedge funds and large institutions have $3.51B invested in Spire in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

0.68% more ownership

Funds ownership: 81.83%82.51% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $3.63B → $3.51B (-$121M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

3% less funds holding

Funds holding: 269261 (-8)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
96
Reduced
79
Closed
34
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
176
Garner Asset Management Corp
Texas
$304K
MFW
177
Mosaic Family Wealth
Missouri
$295K +$819 +10 +0.3%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$291K +$36.8K +449 +15%
FMT
179
First Mercantile Trust
Tennessee
$288K -$7.04K -86 -2%
BWA
180
Beam Wealth Advisors
Louisiana
$278K +$274K +3,340 New
VI
181
Vestcor Inc
New Brunswick, Canada
$275K +$271K +3,304 New
VanEck Associates
182
VanEck Associates
New York
$265K +$260K +3,178 New
SCM
183
Shelton Capital Management
Colorado
$263K -$23.2K -283 -8%
TRCT
184
Tower Research Capital (TRC)
New York
$258K +$163K +1,995 +181%
CMA
185
Cedar Mountain Advisors
Oregon
$258K +$254K +3,095 New
CPIG
186
Chicago Partners Investment Group
Illinois
$236K
OSIA
187
O'Shares Investment Advisers
Massachusetts
$235K +$3.19K +39 +1%
M&T Bank
188
M&T Bank
New York
$235K +$37.1K +453 +19%
JIP
189
Jaffetilchin Investment Partners
Florida
$234K +$230K +2,811 New
HighTower Advisors
190
HighTower Advisors
Illinois
$226K +$9.58K +117 +5%
Brown Advisory
191
Brown Advisory
Maryland
$217K
ECM
192
EagleClaw Capital Management
Massachusetts
$212K
LIA
193
LS Investment Advisors
Michigan
$211K -$3.11K -38 -1%
MSFP
194
Mark Sheptoff Financial Planning
Connecticut
$208K
GAM
195
Gotham Asset Management
New York
$206K -$56.4K -689 -22%
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$199K -$491 -6 -0.3%
MMG
197
Monetary Management Group
Missouri
$194K -$10.2K -125 -5%
SPIA
198
Steward Partners Investment Advisory
New York
$168K
TI
199
Truehand Inc
New Hampshire
$121K
MWC
200
MBM Wealth Consultants
Missouri
$95K

SR Hedge Fund Activity: Q4 2019 in Review

261 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2019, worth a combined $3.51B — down 3.3% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SR and 32 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 96 added.

The largest buyer was American Century Companies, adding an estimated $21.1M. The largest seller was Franklin Resources, cutting an estimated $35.1M.

  • 261 institutional investors held Spire (SR) as of Q4 2019, down from 269 in Q3 2019.
  • Funds reported $3.51B of Spire stock for Q4 2019, down 3.3% quarter-over-quarter.
  • 32 funds opened new Spire positions in Q4 2019 and 34 closed out, a net change of -2 holders.
  • The largest Spire buyer in Q4 2019 was American Century Companies, an estimated $21.1M added.
  • The largest Spire seller in Q4 2019 was Franklin Resources, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2019.