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280 hedge funds and large institutions have $2.74B invested in Spire in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $724K | Put options by funds: $288K

3.72% more ownership

Funds ownership: 88.32%92.04% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 288280 (-8)

7% less capital invested

Capital invested by funds: $2.95B → $2.74B (-$208M)

10% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 108

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
97
Reduced
108
Closed
39
Calls
$724K
Puts
$288K
Net Calls
+$436K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
II
176
Inspire Investing
Idaho
$306K +$26.7K +440 +9%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$303K -$795K -13,102 -71%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$301K +$15.6K +258 +5%
MFS
179
Mirabella Financial Services
United Kingdom
$301K +$323K +5,320 New
CAG
180
Csenge Advisory Group
Florida
$298K +$320K +5,270 New
BL
181
BFSG LLC
California
$298K -$27.2K -448 -8%
VPIM
182
Vanguard Personalized Indexing Management
California
$291K +$312K +5,147 New
EI
183
Ethic Inc
New York
$291K +$35.5K +585 +13%
COI
184
Connable Office Inc
Michigan
$285K +$305K +5,036 New
VCA
185
Verdence Capital Advisors
Maryland
$282K +$98.9K +1,630 +49%
ACM
186
Aquatic Capital Management
Illinois
$277K -$18.2K -300 -6%
MFWP
187
Mosaic Family Wealth Partners
Missouri
$274K +$1.46K +24 +0.5%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$263K +$15.2K +251 +6%
CTA
189
Chesley Taft & Associates
Illinois
$259K
WC
190
Whitney & Co
New York
$255K
SAM
191
Securian Asset Management
Minnesota
$252K -$11.9K -196 -4%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$248K -$292K -4,811 -52%
Walleye Capital
193
Walleye Capital
New York
$248K -$278K -4,583 -51%
Federated Hermes
194
Federated Hermes
Pennsylvania
$248K -$184K -3,031 -41%
Verition Fund Management
195
Verition Fund Management
Connecticut
$242K +$259K +4,272 New
I
196
InceptionR
California
$240K +$257K +4,242 New
CGH
197
Crossmark Global Holdings
Texas
$233K -$6.49K -107 -3%
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
$227K -$176K -2,908 -42%
PL
199
Plancorp LLC
Missouri
$227K +$243K +4,008 New
VI
200
Vestcor Inc
New Brunswick, Canada
$222K +$238K +3,920 New

SR Hedge Fund Activity: Q3 2023 in Review

280 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2023, worth a combined $2.74B — down 7.1% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SR and 34 opened new positions — a net loss of 5 holders — while 108 trimmed existing stakes and 97 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $118M. The largest seller was Citadel Advisors, cutting an estimated $29.4M.

  • 280 institutional investors held Spire (SR) as of Q3 2023, down from 288 in Q2 2023.
  • Funds reported $2.74B of Spire stock for Q3 2023, down 7.1% quarter-over-quarter.
  • 34 funds opened new Spire positions in Q3 2023 and 39 closed out, a net change of -5 holders.
  • The largest Spire buyer in Q3 2023 was Fuller & Thaler Asset Management, an estimated $118M added.
  • The largest Spire seller in Q3 2023 was Citadel Advisors, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2023.