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265 hedge funds and large institutions have $3.12B invested in Spire in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 94 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% more ownership

Funds ownership: 82.78%83.73% (+0.96%)

1% less capital invested

Capital invested by funds: $3.15B → $3.12B (-$33M)

5% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 99

3% less funds holding

Funds holding: 274265 (-9)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
265
Holders Change
-9
Holders Change %
-3.28%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
94
Reduced
99
Closed
29
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$39K
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
176
Mosaic Family Wealth
Missouri
$267K +$1.42K +19 +0.5%
Creative Planning
177
Creative Planning
Kansas
$264K -$16.8K -226 -6%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$263K +$66.9K +898 +33%
EGM
179
Engineers Gate Manager
New York
$262K +$270K +3,621 New
CGH
180
Crossmark Global Holdings
Texas
$259K -$6.7K -90 -2%
PAMU
181
Pictet Asset Management (UK)
United Kingdom
$253K -$59.6K -800 -19%
EVM
182
Eaton Vance Management
Massachusetts
$252K +$169K +2,268 +186%
BC
183
Burney Company
Virginia
$251K -$25.7K -345 -9%
JMPWA
184
JP Morgan Private Wealth Advisors
California
$251K +$259K +3,474 New
DC
185
Davenport & Co
Virginia
$231K -$5.66K -76 -2%
MYIA
186
Mount Yale Investment Advisors
Colorado
$228K -$2.46K -33 -1%
OQS
187
Occudo Quantitative Strategies
Florida
$228K +$235K +3,153 New
SCM
188
Shelton Capital Management
Colorado
$222K
VCA
189
Verdence Capital Advisors
Maryland
$217K -$83K -1,114 -27%
E
190
Ergoteles
New York
$217K +$223K +3,000 New
CMA
191
Cedar Mountain Advisors
Oregon
$211K
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$210K +$33.1K +445 +18%
GAMC
193
Garner Asset Management Corp
Texas
$208K
SPIA
194
Steward Partners Investment Advisory
New York
$205K -$128K -1,721 -38%
TC
195
TAP Consulting
Missouri
$203K
QC
196
Quadrature Capital
United Kingdom
$201K +$207K +2,784 New
EI
197
Ellevest Inc
New York
$198K +$31K +416 +18%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$195K -$49.8M -668,103 -100%
HFS
199
Hantz Financial Services
Michigan
$183K +$189K +2,533 New
VI
200
Vestcor Inc
New Brunswick, Canada
$157K -$18.1K -243 -10%

SR Hedge Fund Activity: Q2 2021 in Review

265 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q2 2021, worth a combined $3.12B — down 1% from $3.15B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SR and 21 opened new positions — a net loss of 8 holders — while 99 trimmed existing stakes and 94 added.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $38.2M. The largest seller was Fidelity Investments, cutting an estimated $49.8M.

  • 265 institutional investors held Spire (SR) as of Q2 2021, down from 274 in Q1 2021.
  • Funds reported $3.12B of Spire stock for Q2 2021, down 1% quarter-over-quarter.
  • 21 funds opened new Spire positions in Q2 2021 and 29 closed out, a net change of -8 holders.
  • The largest Spire buyer in Q2 2021 was Vaughan Nelson Investment Management, an estimated $38.2M added.
  • The largest Spire seller in Q2 2021 was Fidelity Investments, an estimated $49.8M sold.

Based on aggregated 13F filings for Q2 2021.