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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
QT
201
Quantbot Technologies
New York
$153K +$158K +2,118 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
202
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$153K +$158K +2,123 New
MMG
203
Monetary Management Group
Missouri
$143K
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$140K +$73.4K +985 +105%
Mitsubishi UFJ Trust & Banking
205
Mitsubishi UFJ Trust & Banking
Japan
$137K -$450K -6,042 -76%
Robeco Institutional Asset Management
206
Robeco Institutional Asset Management
Netherlands
$137K
GWM
207
Geneos Wealth Management
Colorado
$121K +$32.2K +432 +35%
TI
208
Truehand Inc
New Hampshire
$105K
Jones Financial Companies
209
Jones Financial Companies
Missouri
$102K +$9.76K +131 +10%
CI Investments Inc
210
CI Investments Inc
Ontario, Canada
$102K +$37.8K +507 +56%
FMT
211
First Mercantile Trust
Tennessee
$100K -$1.42K -19 -1%
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$92K
MAM
213
Meeder Asset Management
Ohio
$88K +$40.6K +545 +81%
William Blair Investment Management
214
William Blair Investment Management
Illinois
$74K +$76K +1,020 New
HIA
215
Harbor Investment Advisory
Maryland
$69K -$12.6K -169 -15%
BEI
216
Benjamin Edwards Inc
Missouri
$67K -$294K -3,946 -81%
S
217
SignatureFD
Georgia
$64K +$819 +11 +1%
RG
218
Retirement Group
California
$62K
JGIA
219
Jackson Grant Investment Advisers
Connecticut
$49K +$447 +6 +0.9%
PA
220
Parallel Advisors
California
$45K +$12.7K +170 +38%
QCG
221
Quadrant Capital Group
Ohio
$39K +$1.56K +21 +4%
Cohen & Steers
222
Cohen & Steers
New York
$38K
FCA
223
FinTrust Capital Advisors
South Carolina
$36K
BWA
224
BDO Wealth Advisors
Florida
$34K
GI
225
Gradient Investments
Minnesota
$32K

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.