We are live on ! Find out more

272 hedge funds and large institutions have $2.71B invested in Spire in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,074% more call options, than puts

Call options by funds: $223K | Put options by funds: $19K

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

5% more funds holding

Funds holding: 258272 (+14)

2.66% less ownership

Funds ownership: 83.29%80.62% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 96

14% less capital invested

Capital invested by funds: $3.17B → $2.71B (-$451M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
272
Holders Change
+14
Holders Change %
+5.43%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
83
Reduced
96
Closed
30
Calls
$223K
Puts
$19K
Net Calls
+$204K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$391M -$2.46M -34,582 -0.6%
American Century Companies
2
American Century Companies
Missouri
$328M +$24M +336,734 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M -$40.5M -568,037 -10%
State Street
4
State Street
Massachusetts
$113M -$7.78M -109,192 -6%
Macquarie Group
5
Macquarie Group
Australia
$91M -$860K -12,074 -0.9%
Northern Trust
6
Northern Trust
Illinois
$77.7M +$1.36M +19,154 +2%
Wells Fargo
7
Wells Fargo
California
$66.6M -$2.21M -31,032 -3%
Franklin Resources
8
Franklin Resources
California
$59.3M +$35.8K +503 +0.1%
DPIM
9
Duff & Phelps Investment Management
Illinois
$58.8M -$4.43M -62,100 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$56.8M -$1.84M -25,832 -3%
VNIM
11
Vaughan Nelson Investment Management
Texas
$51.3M -$708K -9,929 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$50.8M +$1.34M +18,777 +2%
First Trust Advisors
13
First Trust Advisors
Illinois
$47.2M +$9.79M +137,425 +24%
N
14
Nuveen
North Carolina
$47M -$3.02M -42,389 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45.4M +$277K +3,888 +0.6%
Principal Financial Group
16
Principal Financial Group
Iowa
$41.6M -$2.26M -31,711 -5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$39.8M -$19.3M -270,434 -31%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$38.8M +$3.95M +55,413 +10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$38.6M +$2.9M +40,675 +7%
Norges Bank
20
Norges Bank
Norway
$37.7M +$14.4M +202,572 +55%
Invesco
21
Invesco
Georgia
$32.6M -$20.9M -293,933 -37%
Charles Schwab
22
Charles Schwab
California
$30.1M +$65.1K +913 +0.2%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$29.3M -$5.35M -75,138 -14%
JP Morgan Chase
24
JP Morgan Chase
New York
$26.5M +$3.73M +52,347 +15%
Legal & General Group
25
Legal & General Group
United Kingdom
$25.1M +$776K +10,896 +3%

SR Hedge Fund Activity: Q2 2020 in Review

272 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q2 2020, worth a combined $2.71B — down 14% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SR positions and 30 closed out — a net gain of 15 holders — while 83 added to existing stakes and 96 trimmed.

The largest buyer was American Century Companies, adding an estimated $24M. The largest seller was Vanguard Group, cutting an estimated $40.5M.

  • 272 institutional investors held Spire (SR) as of Q2 2020, up from 258 in Q1 2020.
  • Funds reported $2.71B of Spire stock for Q2 2020, down 14% quarter-over-quarter.
  • 45 funds opened new Spire positions in Q2 2020 and 30 closed out, a net change of +15 holders.
  • The largest Spire buyer in Q2 2020 was American Century Companies, an estimated $24M added.
  • The largest Spire seller in Q2 2020 was Vanguard Group, an estimated $40.5M sold.

Based on aggregated 13F filings for Q2 2020.