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168 hedge funds and large institutions have $1.01B invested in Spire in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $968M → $1.01B (+$45.1M)

1% more funds holding

Funds holding: 167168 (+1)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
62
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$142M +$48.7M +1,072,205 +56%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97M +$3.34M +73,416 +4%
BFA
3
BlackRock Fund Advisors
California
$82.2M +$61.3K +1,350 +0.1%
BIT
4
BlackRock Institutional Trust
California
$41M -$600K -13,214 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$37.6M -$1.36M -29,915 -4%
Ameriprise
6
Ameriprise
Minnesota
$30.6M -$707K -15,554 -2%
State Street
7
State Street
Massachusetts
$30.5M -$944K -20,770 -3%
Northern Trust
8
Northern Trust
Illinois
$30.3M -$1.57M -34,460 -5%
JP Morgan Chase
9
JP Morgan Chase
New York
$28M +$796K +17,529 +3%
EIP
10
Energy Income Partners
Connecticut
$27.7M +$291K +6,400 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$27.2M +$365K +8,044 +1%
LM
12
Luminus Management
Texas
$23.5M -$1.51M -33,343 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$20.6M +$243K +5,346 +1%
First Trust Advisors
14
First Trust Advisors
Illinois
$17.4M +$7.94M +174,782 +90%
GF
15
Gabelli Funds
New York
$15.9M
IA
16
Icon Advisers
Colorado
$15.8M +$1.75M +38,600 +13%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$15.2M +$5.48M +120,620 +60%
Norges Bank
18
Norges Bank
Norway
$15M
HAI
19
Hennessy Advisors Inc
California
$14M +$1.99M +43,800 +17%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$12.1M -$11.9M -263,000 -51%
RFC
21
Russell Frank Company
Washington
$12M +$2.57M +56,677 +29%
Invesco
22
Invesco
Georgia
$11M +$6.74M +148,451 +173%
WCM Investment Management
23
WCM Investment Management
California
$10.5M -$387K -8,519 -4%
STC
24
SEI Trust Company
Pennsylvania
$10.4M +$2.43M +53,561 +32%
GC
25
Guggenheim Capital
Illinois
$10.1M +$5.26M +115,834 +119%

SR Hedge Fund Activity: Q1 2014 in Review

168 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2014, worth a combined $1.01B — up 4.7% from $968M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SR positions and 17 closed out — a net gain of 1 holder — while 62 added to existing stakes and 59 trimmed.

The largest buyer was American Century Companies, adding an estimated $48.7M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $29.1M sold.

  • 168 institutional investors held Spire (SR) as of Q1 2014, up from 167 in Q4 2013.
  • Funds reported $1.01B of Spire stock for Q1 2014, up 4.7% quarter-over-quarter.
  • 18 funds opened new Spire positions in Q1 2014 and 17 closed out, a net change of +1 holder.
  • The largest Spire buyer in Q1 2014 was American Century Companies, an estimated $48.7M added.
  • The largest Spire seller in Q1 2014 was Lord, Abbett & Co, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2014.