Spire
272 hedge funds and large institutions have $2.19B invested in Spire in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 83 reducing their positions, and 36 closing their positions.
183% more call options, than puts
Call options by funds: $2.24M | Put options by funds: $792K
27% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 83
6% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 36
0% more funds holding
Funds holding: 272 → 272 (0)
0.69% less ownership
Funds ownership: 80.62% → 79.94% (-0.69%)
19% less capital invested
Capital invested by funds: $2.71B → $2.19B (-$526M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$22.6M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$20.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$11M |
| 4 |
ZP
Zimmer Partners
New York
|
+$11M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$45.7M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$23.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.8M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$12M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.8M |
SR Hedge Fund Activity: Q3 2020 in Review
272 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2020, worth a combined $2.19B — down 19% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SR positions and 36 closed out — a net gain of 2 holders — while 105 added to existing stakes and 83 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $22.6M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $45.7M.
- 272 institutional investors held Spire (SR) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $2.19B of Spire stock for Q3 2020, down 19% quarter-over-quarter.
- 38 funds opened new Spire positions in Q3 2020 and 36 closed out, a net change of +2 holders.
- The largest Spire buyer in Q3 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $22.6M added.
- The largest Spire seller in Q3 2020 was Vaughan Nelson Investment Management, an estimated $45.7M sold.
Based on aggregated 13F filings for Q3 2020.