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255 hedge funds and large institutions have $3.04B invested in Spire in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 86

4% more capital invested

Capital invested by funds: $2.92B → $3.04B (+$119M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 83.22%83.06% (-0.16%)

6% less funds holding

Funds holding: 270255 (-15)

37% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 38

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
5.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
93
Reduced
86
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$539M +$21.8M +295,292 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$377M +$8.82M +119,269 +2%
American Century Companies
3
American Century Companies
Missouri
$235M -$417K -5,636 -0.2%
Franklin Resources
4
Franklin Resources
California
$114M +$2.22K +30 +0%
State Street
5
State Street
Massachusetts
$105M +$7.94M +107,386 +8%
Macquarie Group
6
Macquarie Group
Australia
$76.8M +$14.2M +192,450 +23%
Wells Fargo
7
Wells Fargo
California
$76.4M -$1.81M -24,495 -2%
Northern Trust
8
Northern Trust
Illinois
$74.2M -$3.07M -41,578 -4%
DPIM
9
Duff & Phelps Investment Management
Illinois
$68.6M -$1.02M -13,835 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$68.4M +$254K +3,433 +0.4%
Renaissance Technologies
11
Renaissance Technologies
New York
$60.9M -$4.29M -58,000 -7%
VNIM
12
Vaughan Nelson Investment Management
Texas
$59.8M -$4.77M -64,575 -7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$54.9M -$4.65M -62,846 -8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$54.2M +$1.97M +26,597 +4%
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$48.3M -$3.63M -49,039 -7%
N
16
Nuveen
North Carolina
$43.5M +$1.85M +25,029 +4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$41.5M -$181K -2,450 -0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$39.3M -$560K -7,572 -1%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$36.4M -$30.5K -413 -0.1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$35.9M +$1.42M +19,141 +4%
KCM
21
Kennedy Capital Management
Missouri
$33.3M +$2.15M +29,117 +7%
Principal Financial Group
22
Principal Financial Group
Iowa
$30.4M +$1.21M +16,368 +4%
Invesco
23
Invesco
Georgia
$30.2M -$1.75M -23,651 -5%
Norges Bank
24
Norges Bank
Norway
$29.1M +$2.05M +27,742 +8%
Morgan Stanley
25
Morgan Stanley
New York
$27.5M +$319K +4,313 +1%

SR Hedge Fund Activity: Q3 2018 in Review

255 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2018, worth a combined $3.04B — up 4.1% from $2.92B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SR and 24 opened new positions — a net loss of 14 holders — while 86 trimmed existing stakes and 93 added.

The largest buyer was BlackRock, adding an estimated $21.8M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $13.1M sold.

  • 255 institutional investors held Spire (SR) as of Q3 2018, down from 270 in Q2 2018.
  • Funds reported $3.04B of Spire stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 24 funds opened new Spire positions in Q3 2018 and 38 closed out, a net change of -14 holders.
  • The largest Spire buyer in Q3 2018 was BlackRock, an estimated $21.8M added.
  • The largest Spire seller in Q3 2018 was Segall Bryant & Hamill, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2018.