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Spire
SR

233 hedge funds and large institutions have $2.43B invested in Spire in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $877K | Put options by funds: $250K

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $2.29B → $2.43B (+$141M)

1.04% more ownership

Funds ownership: 77.68% → 78.72% (+1%)

8% less funds holding

Funds holding: 252 → 233 (-19)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
5.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
98
Reduced
80
Closed
30
Calls
$877K
Puts
$250K
Net Calls
+$627K
Net Calls Change
-$1.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$369M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$20M
3
DIA
Denver Investment Advisors
Colorado
+$17.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$16.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6.65M
3
Axa
Axa
France
-$6.24M
4
CS
Credit Suisse
Switzerland
-$5.85M
5
Norges Bank
Norges Bank
Norway
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$386M +$369M +5,663,734 +11,570%
Vanguard Group
2
Vanguard Group
Pennsylvania
$285M +$14.1M +216,388 +5%
Franklin Resources
3
Franklin Resources
California
$170M -$1.42M -21,770 -0.9%
American Century Companies
4
American Century Companies
Missouri
$104M -$2.08M -32,012 -2%
State Street
5
State Street
Massachusetts
$78.9M +$4.95M +76,134 +7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$76.5M -$80.4K -1,235 -0.1%
Wells Fargo
7
Wells Fargo
California
$66.1M +$4.09M +62,820 +7%
Northern Trust
8
Northern Trust
Illinois
$62.7M +$3.85M +59,156 +7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$60.2M +$382K +5,863 +0.7%
VNIM
10
Vaughan Nelson Investment Management
Texas
$56.3M +$20M +306,800 +58%
DPIM
11
Duff & Phelps Investment Management
Illinois
$55.4M +$4.07M +62,505 +8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$53.6M -$4.77M -73,270 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$51.6M +$2.09M +32,048 +4%
CCM
14
Channing Capital Management
Illinois
$41.9M -$1.7M -26,075 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$40.2M -$1.99M -30,597 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$34.5M -$193K -2,964 -0.6%
Macquarie Group
17
Macquarie Group
Australia
$29M +$3.67M +56,375 +15%
Renaissance Technologies
18
Renaissance Technologies
New York
$27M +$6.12M +94,100 +31%
KCM
19
Kennedy Capital Management
Missouri
$26.3M +$545K +8,377 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$24.2M +$1.91M +29,292 +9%
Invesco
21
Invesco
Georgia
$24M +$3.67M +56,387 +19%
Principal Financial Group
22
Principal Financial Group
Iowa
$23.8M +$622K +9,558 +3%
HAI
23
Hennessy Advisors Inc
California
$23.1M +$130K +2,000 +0.6%
Federated Hermes
24
Federated Hermes
Pennsylvania
$22.6M +$3.05M +46,888 +16%
Norges Bank
25
Norges Bank
Norway
$22M -$5.82M -89,457 -22%
1
2 3 4 5

SR Hedge Fund Activity: Q1 2017 in Review

233 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2017, worth a combined $2.43B — up 6.2% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SR and 18 opened new positions — a net loss of 12 holders — while 80 trimmed existing stakes and 98 added.

The largest buyer was BlackRock, adding an estimated $369M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 233 institutional investors held Spire (SR) as of Q1 2017, down from 252 in Q4 2016.
  • Funds reported $2.43B of Spire stock for Q1 2017, up 6.2% quarter-over-quarter.
  • 18 funds opened new Spire positions in Q1 2017 and 30 closed out, a net change of -12 holders.
  • The largest Spire buyer in Q1 2017 was BlackRock, an estimated $369M added.
  • The largest Spire seller in Q1 2017 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2017.