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261 hedge funds and large institutions have $3.51B invested in Spire in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

0.68% more ownership

Funds ownership: 81.83%82.51% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $3.63B → $3.51B (-$121M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

3% less funds holding

Funds holding: 269261 (-8)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
96
Reduced
79
Closed
34
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$509M +$7.4M +90,342 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$449M +$2.25M +27,417 +0.5%
American Century Companies
3
American Century Companies
Missouri
$361M +$21.1M +257,908 +6%
State Street
4
State Street
Massachusetts
$149M +$10.4M +127,409 +8%
Macquarie Group
5
Macquarie Group
Australia
$129M +$13.4M +164,183 +12%
Northern Trust
6
Northern Trust
Illinois
$96.6M -$384K -4,694 -0.4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$90.2M +$738K +9,005 +0.8%
Wells Fargo
8
Wells Fargo
California
$88.4M +$895K +10,929 +1%
DPIM
9
Duff & Phelps Investment Management
Illinois
$80M +$2.48M +30,320 +3%
Franklin Resources
10
Franklin Resources
California
$75.7M -$35.1M -428,600 -32%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$74.9M -$881K -10,761 -1%
Invesco
12
Invesco
Georgia
$72.6M +$3.84M +46,868 +6%
N
13
Nuveen
North Carolina
$69.2M -$7.85M -95,856 -10%
VNIM
14
Vaughan Nelson Investment Management
Texas
$65.2M -$1.9M -23,150 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$59.8M -$316K -3,859 -0.5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$59.1M +$3.03M +37,016 +6%
First Trust Advisors
17
First Trust Advisors
Illinois
$52M +$7.36M +89,853 +17%
Renaissance Technologies
18
Renaissance Technologies
New York
$47.4M -$17.5M -214,004 -27%
Principal Financial Group
19
Principal Financial Group
Iowa
$46.2M +$16.9M +206,758 +59%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$45.3M -$49.3K -602 -0.1%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$43.2M +$507K +6,188 +1%
Charles Schwab
22
Charles Schwab
California
$36.5M +$1.25M +15,237 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$32.7M +$7.01M +85,620 +28%
Norges Bank
24
Norges Bank
Norway
$32.1M
Prudential Financial
25
Prudential Financial
New Jersey
$32M +$8.46M +103,294 +37%

SR Hedge Fund Activity: Q4 2019 in Review

261 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2019, worth a combined $3.51B — down 3.3% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SR and 32 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 96 added.

The largest buyer was American Century Companies, adding an estimated $21.1M. The largest seller was Franklin Resources, cutting an estimated $35.1M.

  • 261 institutional investors held Spire (SR) as of Q4 2019, down from 269 in Q3 2019.
  • Funds reported $3.51B of Spire stock for Q4 2019, down 3.3% quarter-over-quarter.
  • 32 funds opened new Spire positions in Q4 2019 and 34 closed out, a net change of -2 holders.
  • The largest Spire buyer in Q4 2019 was American Century Companies, an estimated $21.1M added.
  • The largest Spire seller in Q4 2019 was Franklin Resources, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2019.