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232 hedge funds and large institutions have $2.64B invested in Spire in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $460K

80.81% more ownership

Funds ownership: 0%80.81% (+81%)

68% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 62

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $2.3B → $2.64B (+$347M)

4% more funds holding

Funds holding: 223232 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
6.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
35
Increased
104
Reduced
62
Closed
24
Calls
$1.75M
Puts
$460K
Net Calls
+$1.29M
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
201
MSI Financial Services
Massachusetts
$145K +$17K +259 +15%
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$144K -$986 -15 -0.7%
FMT
203
First Mercantile Trust
Tennessee
$133K +$53.2K +810 +76%
VCM
204
Versant Capital Management
Arizona
$119K +$1.31K +20 +1%
LIA
205
LS Investment Advisors
Michigan
$116K +$8.81K +134 +9%
PFBT
206
Parkside Financial Bank & Trust
Missouri
$97K
AG
207
Advisor Group
Arizona
$79K +$74.7K +1,136 New
KF
208
Krilogy Financial
Missouri
$77K
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$74K
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$66K +$26.9K +410 +80%
SWA
211
Sutton Wealth Advisors
Florida
$57.8K
QI
212
QS Investors
New York
$46K
ACM
213
Armbruster Capital Management
New York
$43K
JGIA
214
Jackson Grant Investment Advisers
Connecticut
$40K +$263 +4 +0.7%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$37K
DSC
216
Duncker Streett & Co
Missouri
$36K
MCM
217
MV Capital Management
Maryland
$28K
CG
218
Cutler Group
California
$25K -$332K -5,054 -93%
BAM
219
Bruderman Asset Management
New York
$24K +$22.3K +339 New
GWM
220
Geneos Wealth Management
Colorado
$21K +$19.7K +300 New
EWM
221
Evercore Wealth Management
New York
$20K
FHA
222
First Horizon Advisors
Tennessee
$15K
BFEC
223
Benjamin F. Edwards & Company
Missouri
$14K
DADC
224
D.A. Davidson & Co
Montana
$14K
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$14K

SR Hedge Fund Activity: Q2 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q2 2016, worth a combined $2.64B — up 15% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SR positions and 24 closed out — a net gain of 11 holders — while 104 added to existing stakes and 62 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $42.6M. The largest seller was Franklin Resources, cutting an estimated $8.94M.

  • 232 institutional investors held Spire (SR) as of Q2 2016, up from 223 in Q1 2016.
  • Funds reported $2.64B of Spire stock for Q2 2016, up 15% quarter-over-quarter.
  • 35 funds opened new Spire positions in Q2 2016 and 24 closed out, a net change of +11 holders.
  • The largest Spire buyer in Q2 2016 was Zimmer Partners, an estimated $42.6M added.
  • The largest Spire seller in Q2 2016 was Franklin Resources, an estimated $8.94M sold.

Based on aggregated 13F filings for Q2 2016.