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269 hedge funds and large institutions have $3.63B invested in Spire in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $3.41B → $3.63B (+$217M)

2% more funds holding

Funds holding: 263269 (+6)

1.76% more ownership

Funds ownership: 80.07%81.83% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 94

Holders
269
Holders Change
+6
Holders Change %
+2.28%
% of All Funds
5.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
84
Reduced
94
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$525M +$4.82M +57,248 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$467M +$3.59M +42,583 +0.8%
American Century Companies
3
American Century Companies
Missouri
$355M +$53.3M +632,558 +18%
State Street
4
State Street
Massachusetts
$145M -$1.44M -17,060 -1%
Macquarie Group
5
Macquarie Group
Australia
$120M +$7.16M +84,974 +7%
Franklin Resources
6
Franklin Resources
California
$117M -$14.1M -166,885 -11%
Northern Trust
7
Northern Trust
Illinois
$102M +$1.4M +16,643 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$93.7M +$7.93M +94,063 +10%
Wells Fargo
9
Wells Fargo
California
$91.6M +$1.48M +17,533 +2%
DPIM
10
Duff & Phelps Investment Management
Illinois
$81.1M -$22.3K -265 -0%
N
11
Nuveen
North Carolina
$80.8M -$1.43M -16,937 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$79.4M +$663K +7,867 +0.9%
Invesco
13
Invesco
Georgia
$71.9M +$7.53M +89,369 +12%
VNIM
14
Vaughan Nelson Investment Management
Texas
$70.3M -$1.11M -13,115 -2%
Renaissance Technologies
15
Renaissance Technologies
New York
$68.3M -$9.36M -111,100 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$63M -$376K -4,463 -0.6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$58.6M +$1.27M +15,118 +2%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$47.5M -$2.92M -34,623 -6%
First Trust Advisors
19
First Trust Advisors
Illinois
$46.6M +$9.05M +107,465 +25%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$44.7M -$4.97M -58,949 -10%
Charles Schwab
21
Charles Schwab
California
$36.9M +$1.24M +14,676 +4%
Bessemer Group
22
Bessemer Group
New Jersey
$36.6M -$707K -8,385 -2%
Norges Bank
23
Norges Bank
Norway
$33.6M -$950K -11,279 -3%
KCM
24
Kennedy Capital Management
Missouri
$33.6M -$1.28M -15,167 -4%
Principal Financial Group
25
Principal Financial Group
Iowa
$30.4M +$10.5M +124,197 +55%

SR Hedge Fund Activity: Q3 2019 in Review

269 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q3 2019, worth a combined $3.63B — up 6.4% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SR positions and 24 closed out — a net gain of 6 holders — while 84 added to existing stakes and 94 trimmed.

The largest buyer was American Century Companies, adding an estimated $53.3M. The largest seller was Franklin Resources, cutting an estimated $14.1M.

  • 269 institutional investors held Spire (SR) as of Q3 2019, up from 263 in Q2 2019.
  • Funds reported $3.63B of Spire stock for Q3 2019, up 6.4% quarter-over-quarter.
  • 30 funds opened new Spire positions in Q3 2019 and 24 closed out, a net change of +6 holders.
  • The largest Spire buyer in Q3 2019 was American Century Companies, an estimated $53.3M added.
  • The largest Spire seller in Q3 2019 was Franklin Resources, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2019.