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Spire
SR

265 hedge funds and large institutions have $3.12B invested in Spire in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 94 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% more ownership

Funds ownership: 82.78% → 83.73% (+0.96%)

1% less capital invested

Capital invested by funds: $3.15B → $3.12B (-$33M)

5% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 99

3% less funds holding

Funds holding: 274 → 265 (-9)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
265
Holders Change
-9
Holders Change %
-3.28%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
94
Reduced
99
Closed
29
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$39K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$38.2M
2
BC
Brookfield Corp
Ontario, Canada
+$28.3M
3
Invesco
Invesco
Georgia
+$18.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$17.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$14.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$49.8M
2
Bank of America
Bank of America
North Carolina
-$14.2M
3
BlackRock
BlackRock
New York
-$12.1M
4
Wells Fargo
Wells Fargo
California
-$9.85M
5
CS
Credit Suisse
Switzerland
-$9.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$444M -$12.1M -162,829 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$366M +$6.45M +86,608 +2%
American Century Companies
3
American Century Companies
Missouri
$354M -$5.85M -78,604 -2%
State Street
4
State Street
Massachusetts
$119M +$1.93M +25,967 +2%
Deutsche Bank
5
Deutsche Bank
Germany
$117M +$17.4M +233,257 +17%
Franklin Resources
6
Franklin Resources
California
$81.7M +$74.1K +995 +0.1%
Macquarie Group
7
Macquarie Group
Australia
$74.7M -$7.29M -97,829 -9%
DPIM
8
Duff & Phelps Investment Management
Illinois
$64.6M – – –
BC
9
Brookfield Corp
Ontario, Canada
$64.1M +$28.3M +380,300 +75%
First Trust Advisors
10
First Trust Advisors
Illinois
$63.8M +$1.27M +17,095 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$62.3M +$2.67M +35,851 +4%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$56.4M -$656K -8,807 -1%
Wells Fargo
13
Wells Fargo
California
$55.5M -$9.85M -132,201 -15%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$54.9M -$2.69M -36,081 -5%
Northern Trust
15
Northern Trust
Illinois
$52.4M -$884K -11,875 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$52.2M -$8.17M -109,638 -13%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$49.5M +$2.87M +38,500 +6%
N
18
Nuveen
North Carolina
$44.7M +$564K +7,573 +1%
VNIM
19
Vaughan Nelson Investment Management
Texas
$38.2M +$38.2M +513,130 +3,467%
ORIO
20
Old Republic International (ORI)
Illinois
$37.8M +$7M +94,000 +22%
Victory Capital Management
21
Victory Capital Management
Texas
$37.1M +$13.8M +185,834 +57%
Charles Schwab
22
Charles Schwab
California
$36.7M +$2.21M +29,675 +6%
ICOM
23
Investment Counselors of Maryland
Maryland
$36.5M +$3.13M +42,013 +9%
JP Morgan Chase
24
JP Morgan Chase
New York
$35.6M +$5.47M +73,442 +18%
Principal Financial Group
25
Principal Financial Group
Iowa
$33.8M +$356K +4,782 +1%
1
2 3 4 5

SR Hedge Fund Activity: Q2 2021 in Review

265 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q2 2021, worth a combined $3.12B — down 1% from $3.15B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SR and 21 opened new positions — a net loss of 8 holders — while 99 trimmed existing stakes and 94 added.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $38.2M. The largest seller was Fidelity Investments, cutting an estimated $49.8M.

  • 265 institutional investors held Spire (SR) as of Q2 2021, down from 274 in Q1 2021.
  • Funds reported $3.12B of Spire stock for Q2 2021, down 1% quarter-over-quarter.
  • 21 funds opened new Spire positions in Q2 2021 and 29 closed out, a net change of -8 holders.
  • The largest Spire buyer in Q2 2021 was Vaughan Nelson Investment Management, an estimated $38.2M added.
  • The largest Spire seller in Q2 2021 was Fidelity Investments, an estimated $49.8M sold.

Based on aggregated 13F filings for Q2 2021.