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322 hedge funds and large institutions have $3.5B invested in Spire in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 88 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $373K | Put options by funds: $176K

45% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 88

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

4% more funds holding

Funds holding: 310322 (+12)

2.12% more ownership

Funds ownership: 87.15%89.27% (+2.1%)

3% more capital invested

Capital invested by funds: $3.39B → $3.5B (+$117M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
322
Holders Change
+12
Holders Change %
+3.87%
% of All Funds
4.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
128
Reduced
88
Closed
42
Calls
$373K
Puts
$176K
Net Calls
+$197K
Net Calls Change
-$827K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
CIBC World Markets
New York
$361K +$356K +5,317 New
AR
202
Advisory Research
Illinois
$359K +$1.94K +29 +0.6%
BL
203
BFSG LLC
California
$353K -$2.88K -43 -0.8%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$340K -$44K -656 -12%
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$339K +$61K +910 +22%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$338K +$54.6K +815 +20%
XT
207
XTX Topco
Cayman Islands
$324K +$320K +4,778 New
UB
208
UMB Bank
Missouri
$323K
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$323K
Pathstone Holdings
210
Pathstone Holdings
New Jersey
$321K +$2.14K +32 +0.7%
AI
211
Atria Investments
North Carolina
$315K +$39.1K +583 +14%
CTA
212
Chesley Taft & Associates
Illinois
$311K
GAM
213
Gotham Asset Management
New York
$309K +$95.3K +1,422 +45%
CC
214
Centiva Capital
New York
$309K +$305K +4,557 New
COI
215
Connable Office Inc
Michigan
$305K -$18.4K -275 -6%
MWC
216
MBM Wealth Consultants
Missouri
$304K +$19.8K +295 +7%
VI
217
Vestcor Inc
New Brunswick, Canada
$302K +$298K +4,445 New
SMC
218
Smith, Moore & Co
Missouri
$299K -$39.4K -588 -12%
SC
219
Savant Capital
Illinois
$297K +$536 +8 +0.2%
SAM
220
Securian Asset Management
Minnesota
$293K -$6.7K -100 -2%
SFA
221
Sequoia Financial Advisors
Ohio
$286K +$1.94K +29 +0.7%
Walleye Capital
222
Walleye Capital
New York
$281K +$277K +4,138 New
IF
223
Intrua Financial
Texas
$270K +$30.8K +460 +13%
EWA
224
EP Wealth Advisors
California
$269K +$47K +701 +21%
MFWP
225
Mosaic Family Wealth Partners
Missouri
$268K +$1.41K +21 +0.5%

SR Hedge Fund Activity: Q4 2024 in Review

322 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2024, worth a combined $3.5B — up 3.5% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SR positions and 42 closed out — a net gain of 15 holders — while 128 added to existing stakes and 88 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $29.7M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

  • 322 institutional investors held Spire (SR) as of Q4 2024, up from 310 in Q3 2024.
  • Funds reported $3.5B of Spire stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 57 funds opened new Spire positions in Q4 2024 and 42 closed out, a net change of +15 holders.
  • The largest Spire buyer in Q4 2024 was Zimmer Partners, an estimated $29.7M added.
  • The largest Spire seller in Q4 2024 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2024.