We are live on ! Find out more

252 hedge funds and large institutions have $2.29B invested in Spire in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 83

6% more funds holding

Funds holding: 237252 (+15)

1% less capital invested

Capital invested by funds: $2.3B → $2.29B (-$12.7M)

2.07% less ownership

Funds ownership: 79.75%77.68% (-2.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
6.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
92
Reduced
83
Closed
26
Calls
$1.73M
Puts
Net Calls
+$1.73M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$258M +$7.58M +120,575 +3%
BFA
2
BlackRock Fund Advisors
California
$243M +$25.1M +398,994 +12%
Franklin Resources
3
Franklin Resources
California
$164M +$794K +12,630 +0.5%
American Century Companies
4
American Century Companies
Missouri
$102M -$3.51M -55,777 -3%
BIT
5
BlackRock Institutional Trust
California
$82.8M +$9.68M +153,880 +14%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$73.3M -$1.49M -23,621 -2%
State Street
7
State Street
Massachusetts
$70.5M +$3.86M +61,292 +6%
Wells Fargo
8
Wells Fargo
California
$59.2M +$17.9M +285,010 +45%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$57.2M +$760K +12,083 +1%
Northern Trust
10
Northern Trust
Illinois
$56.1M +$2.2M +34,941 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$56M -$26.2M -417,272 -32%
DPIM
12
Duff & Phelps Investment Management
Illinois
$48.9M -$625K -9,935 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$47.3M -$74.7K -1,188 -0.2%
CCM
14
Channing Capital Management
Illinois
$41.7M -$2.36M -37,570 -5%
JP Morgan Chase
15
JP Morgan Chase
New York
$40.4M +$11.1M +176,963 +39%
VNIM
16
Vaughan Nelson Investment Management
Texas
$34M +$3.4M +54,125 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$33.2M -$3.43M -54,553 -10%
Morgan Stanley
18
Morgan Stanley
New York
$27.1M +$13.7M +218,378 +108%
Norges Bank
19
Norges Bank
Norway
$26.8M -$5.25M -83,484 -17%
KCM
20
Kennedy Capital Management
Missouri
$24.7M +$2.49M +39,662 +12%
Macquarie Group
21
Macquarie Group
Australia
$24.1M +$3.23M +51,352 +16%
Principal Financial Group
22
Principal Financial Group
Iowa
$22.2M +$259K +4,123 +1%
HAI
23
Hennessy Advisors Inc
California
$22M -$138K -2,200 -0.6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$21.2M +$738K +11,735 +4%
Renaissance Technologies
25
Renaissance Technologies
New York
$19.7M +$4.5M +71,600 +31%

SR Hedge Fund Activity: Q4 2016 in Review

252 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2016, worth a combined $2.29B — down 0.55% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SR positions and 26 closed out — a net gain of 19 holders — while 92 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.1M. The largest seller was Brookfield Corp, exiting entirely with an estimated $45.5M sold.

  • 252 institutional investors held Spire (SR) as of Q4 2016, up from 237 in Q3 2016.
  • Funds reported $2.29B of Spire stock for Q4 2016, down 0.55% quarter-over-quarter.
  • 45 funds opened new Spire positions in Q4 2016 and 26 closed out, a net change of +19 holders.
  • The largest Spire buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $25.1M added.
  • The largest Spire seller in Q4 2016 was Brookfield Corp, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2016.