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254 hedge funds and large institutions have $2.89B invested in Spire in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 85

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding

Funds holding: 254254 (0)

0.02% less ownership

Funds ownership: 82.6%82.57% (-0.02%)

4% less capital invested

Capital invested by funds: $3B → $2.89B (-$114M)

8% less call options, than puts

Call options by funds: $246K | Put options by funds: $268K

Holders
254
Holders Change
Holders Change %
0%
% of All Funds
5.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
101
Reduced
85
Closed
24
Calls
$246K
Puts
$268K
Net Calls
-$22K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$458M +$3.75M +55,036 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$341M +$5.35M +78,536 +2%
American Century Companies
3
American Century Companies
Missouri
$238M +$1.76M +25,755 +0.8%
Franklin Resources
4
Franklin Resources
California
$134M -$30.6M -448,363 -20%
State Street
5
State Street
Massachusetts
$92M -$1.96M -28,774 -2%
Wells Fargo
6
Wells Fargo
California
$81.4M +$2M +29,412 +3%
Northern Trust
7
Northern Trust
Illinois
$75.8M +$350K +5,133 +0.5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$69.9M -$443K -6,500 -0.7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$67M +$13.3K +195 +0%
DPIM
10
Duff & Phelps Investment Management
Illinois
$59M -$202K -2,970 -0.4%
Macquarie Group
11
Macquarie Group
Australia
$55.9M +$3.01M +44,185 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$55M +$282K +4,138 +0.5%
Renaissance Technologies
13
Renaissance Technologies
New York
$54M +$2.7M +39,600 +6%
CCM
14
Channing Capital Management
Illinois
$53M +$1.25M +18,321 +3%
VNIM
15
Vaughan Nelson Investment Management
Texas
$52.9M -$9.57M -140,376 -16%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$51.7M -$247K -3,628 -0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$44.3M -$1.86M -27,323 -4%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$40.1M -$458K -6,727 -1%
N
19
Nuveen
North Carolina
$38.4M +$9.16M +134,402 +34%
Invesco
20
Invesco
Georgia
$32.4M +$5.12M +75,163 +20%
KCM
21
Kennedy Capital Management
Missouri
$32.4M +$4.58M +67,146 +18%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$29.6M +$359K +5,262 +1%
First Trust Advisors
23
First Trust Advisors
Illinois
$28.2M +$4.58M +67,190 +21%
DIA
24
Denver Investment Advisors
Colorado
$27.5M +$753K +11,057 +3%
Principal Financial Group
25
Principal Financial Group
Iowa
$27.2M +$473K +6,942 +2%

SR Hedge Fund Activity: Q1 2018 in Review

254 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2018, worth a combined $2.89B — down 3.8% from $3B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SR positions and 24 closed out — a net gain of 1 holder — while 101 added to existing stakes and 85 trimmed.

The largest buyer was Bessemer Group, adding an estimated $16.1M. The largest seller was Franklin Resources, cutting an estimated $30.6M.

  • 254 institutional investors held Spire (SR) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $2.89B of Spire stock for Q1 2018, down 3.8% quarter-over-quarter.
  • 25 funds opened new Spire positions in Q1 2018 and 24 closed out, a net change of +1 holder.
  • The largest Spire buyer in Q1 2018 was Bessemer Group, an estimated $16.1M added.
  • The largest Spire seller in Q1 2018 was Franklin Resources, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2018.