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277 hedge funds and large institutions have $3.33B invested in Spire in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

11% more funds holding

Funds holding: 250277 (+27)

8% more capital invested

Capital invested by funds: $3.08B → $3.33B (+$243M)

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

2.43% less ownership

Funds ownership: 82.1%79.67% (-2.4%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
277
Holders Change
+27
Holders Change %
+10.8%
% of All Funds
6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
56
Increased
85
Reduced
87
Closed
27
Calls
$838K
Puts
Net Calls
+$838K
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$488M -$130M -1,666,197 -22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$439M +$502K +6,442 +0.1%
American Century Companies
3
American Century Companies
Missouri
$279M +$15.2M +194,435 +6%
State Street
4
State Street
Massachusetts
$134M +$13.9M +178,344 +12%
Franklin Resources
5
Franklin Resources
California
$128M +$439K +5,635 +0.4%
Macquarie Group
6
Macquarie Group
Australia
$100M +$607K +7,785 +0.6%
Northern Trust
7
Northern Trust
Illinois
$93.5M +$10.2M +131,295 +13%
Wells Fargo
8
Wells Fargo
California
$84.2M +$802K +10,288 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$78M +$616K +7,901 +0.8%
DPIM
10
Duff & Phelps Investment Management
Illinois
$76.6M -$63.2K -810 -0.1%
Renaissance Technologies
11
Renaissance Technologies
New York
$76.2M -$1.64M -21,000 -2%
VNIM
12
Vaughan Nelson Investment Management
Texas
$70.8M -$1.35M -17,325 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$67.6M +$10.5M +135,051 +20%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$58.8M -$1.6M -20,487 -3%
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$49.4M -$2.61M -33,521 -5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$49.2M +$5.72M +73,303 +14%
Bessemer Group
17
Bessemer Group
New Jersey
$47.1M +$11.1M +141,869 +33%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$46M -$564K -7,237 -1%
N
19
Nuveen
North Carolina
$40.5M -$1.84M -23,554 -5%
KCM
20
Kennedy Capital Management
Missouri
$35.5M -$2.08M -26,645 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33.8M -$1.75M -22,401 -5%
Norges Bank
22
Norges Bank
Norway
$33.6M
Charles Schwab
23
Charles Schwab
California
$33.5M +$3.28M +42,072 +12%
First Trust Advisors
24
First Trust Advisors
Illinois
$32M +$391K +5,011 +1%
TA
25
Teachers Advisors
New York
$29M +$19.4M +248,662 +239%

SR Hedge Fund Activity: Q1 2019 in Review

277 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q1 2019, worth a combined $3.33B — up 7.9% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SR positions and 27 closed out — a net gain of 29 holders — while 85 added to existing stakes and 87 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $19.4M. The largest seller was BlackRock, cutting an estimated $130M.

  • 277 institutional investors held Spire (SR) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $3.33B of Spire stock for Q1 2019, up 7.9% quarter-over-quarter.
  • 56 funds opened new Spire positions in Q1 2019 and 27 closed out, a net change of +29 holders.
  • The largest Spire buyer in Q1 2019 was Teachers Advisors, an estimated $19.4M added.
  • The largest Spire seller in Q1 2019 was BlackRock, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2019.