We are live on ! Find out more

223 hedge funds and large institutions have $1.95B invested in Spire in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

5% more funds holding

Funds holding: 212223 (+11)

4% more capital invested

Capital invested by funds: $1.87B → $1.95B (+$77.7M)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

Holders
223
Holders Change
+11
Holders Change %
+5.19%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
29
Increased
77
Reduced
78
Closed
17
Calls
$1.34M
Puts
Net Calls
+$1.34M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$170M +$1.7M +31,945 +1%
Franklin Resources
2
Franklin Resources
California
$150M -$1.19M -22,383 -0.8%
BFA
3
BlackRock Fund Advisors
California
$141M +$4.12M +77,405 +3%
American Century Companies
4
American Century Companies
Missouri
$125M -$21.8M -409,717 -15%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$74.9M +$3.2M +60,115 +5%
BIT
6
BlackRock Institutional Trust
California
$58.3M -$281K -5,276 -0.5%
LM
7
Luminus Management
Texas
$54.7M +$612K +11,507 +1%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$51.7M +$3.64M +68,466 +8%
NIMC
9
NWQ Investment Management Company
California
$51.3M -$14.7M -275,683 -23%
State Street
10
State Street
Massachusetts
$47.6M -$191K -3,587 -0.4%
Northern Trust
11
Northern Trust
Illinois
$46.2M -$248K -4,667 -0.5%
Allianz Asset Management
12
Allianz Asset Management
Germany
$44.3M -$456K -8,575 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$42.7M +$1.36M +25,555 +3%
Ameriprise
14
Ameriprise
Minnesota
$39.1M -$7.83M -147,168 -17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$37.5M +$6.62M +124,413 +22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$36.9M -$21M -395,037 -37%
SIA
17
Sit Investment Associates
Minnesota
$33.9M -$2.49M -46,820 -7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$32.3M
DIA
19
Denver Investment Advisors
Colorado
$29.4M -$3.5M -65,856 -11%
Bank of America
20
Bank of America
North Carolina
$27.4M +$18.8M +353,268 +237%
DPIM
21
Duff & Phelps Investment Management
Illinois
$27.3M
FMA
22
Fiduciary Management Associates
Illinois
$25.9M +$25.3M +475,240 New
JP Morgan Chase
23
JP Morgan Chase
New York
$24.5M -$6.86M -128,983 -22%
Norges Bank
24
Norges Bank
Norway
$23M +$21.3K +400 +0.1%
CCM
25
Channing Capital Management
Illinois
$20.5M +$20M +376,354 New

SR Hedge Fund Activity: Q3 2015 in Review

223 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2015, worth a combined $1.95B — up 4.2% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SR positions and 17 closed out — a net gain of 12 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Fiduciary Management Associates, opening a new position worth an estimated $25.3M. The largest seller was American Century Companies, cutting an estimated $21.8M.

  • 223 institutional investors held Spire (SR) as of Q3 2015, up from 212 in Q2 2015.
  • Funds reported $1.95B of Spire stock for Q3 2015, up 4.2% quarter-over-quarter.
  • 29 funds opened new Spire positions in Q3 2015 and 17 closed out, a net change of +12 holders.
  • The largest Spire buyer in Q3 2015 was Fiduciary Management Associates, an estimated $25.3M added.
  • The largest Spire seller in Q3 2015 was American Century Companies, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2015.