We are live on ! Find out more

310 hedge funds and large institutions have $3.39B invested in Spire in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,403% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $73K

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

12% more capital invested

Capital invested by funds: $3.01B → $3.39B (+$372M)

6% more funds holding

Funds holding: 293310 (+17)

1.3% more ownership

Funds ownership: 85.85%87.15% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
310
Holders Change
+17
Holders Change %
+5.8%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
111
Reduced
98
Closed
31
Calls
$1.1M
Puts
$73K
Net Calls
+$1.02M
Net Calls Change
+$599K
Name Holding Trade Value Shares
Change
Change in
Stake
BL
201
BFSG LLC
California
$353K
Jones Financial Companies
202
Jones Financial Companies
Missouri
$348K +$102K +1,566 +43%
SPA
203
Sherbrooke Park Advisers
New York
$338K +$17.6K +271 +6%
SMC
204
Smith, Moore & Co
Missouri
$336K -$109K -1,682 -25%
DFCM
205
Dark Forest Capital Management
Puerto Rico
$330K -$268K -4,133 -46%
RJFSA
206
Raymond James Financial Services Advisors
Florida
$328K -$10.1K -156 -3%
COI
207
Connable Office Inc
Michigan
$321K -$88.8K -1,367 -22%
UB
208
UMB Bank
Missouri
$321K +$2.6K +40 +0.8%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$320K
Pathstone Holdings
210
Pathstone Holdings
New Jersey
$316K +$29.3K +452 +11%
Osaic Holdings
211
Osaic Holdings
Arizona
$311K -$212K -3,262 -41%
CTA
212
Chesley Taft & Associates
Illinois
$309K
SAM
213
Securian Asset Management
Minnesota
$297K -$6.49K -100 -2%
SC
214
Savant Capital
Illinois
$294K +$3.05K +47 +1%
ACM
215
Aster Capital Management
United Arab Emirates
$290K +$280K +4,314 New
SFA
216
Sequoia Financial Advisors
Ohio
$284K -$15.4K -237 -5%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$281K +$40.2K +619 +17%
MWC
218
MBM Wealth Consultants
Missouri
$279K +$3.12K +48 +1%
CT
219
ClearAlpha Technologies
Connecticut
$277K +$268K +4,122 New
Envestnet Asset Management
220
Envestnet Asset Management
Illinois
$275K +$265K +4,086 New
HSBC Holdings
221
HSBC Holdings
United Kingdom
$273K +$263K +4,058 New
AI
222
Atria Investments
North Carolina
$273K -$45.3K -698 -15%
MFWP
223
Mosaic Family Wealth Partners
Missouri
$264K -$18K -278 -7%
WC
224
Whitney & Co
New York
$262K
TRCT
225
Tower Research Capital (TRC)
New York
$249K -$422K -6,503 -64%

SR Hedge Fund Activity: Q3 2024 in Review

310 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2024, worth a combined $3.39B — up 12% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SR positions and 31 closed out — a net gain of 19 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $37.8M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $63.4M.

  • 310 institutional investors held Spire (SR) as of Q3 2024, up from 293 in Q2 2024.
  • Funds reported $3.39B of Spire stock for Q3 2024, up 12% quarter-over-quarter.
  • 50 funds opened new Spire positions in Q3 2024 and 31 closed out, a net change of +19 holders.
  • The largest Spire buyer in Q3 2024 was CAPTRUST Financial Advisors, an estimated $37.8M added.
  • The largest Spire seller in Q3 2024 was Fuller & Thaler Asset Management, an estimated $63.4M sold.

Based on aggregated 13F filings for Q3 2024.