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322 hedge funds and large institutions have $3.5B invested in Spire in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 88 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $373K | Put options by funds: $176K

45% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 88

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

4% more funds holding

Funds holding: 310322 (+12)

2.12% more ownership

Funds ownership: 87.15%89.27% (+2.1%)

3% more capital invested

Capital invested by funds: $3.39B → $3.5B (+$117M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
322
Holders Change
+12
Holders Change %
+3.87%
% of All Funds
4.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
128
Reduced
88
Closed
42
Calls
$373K
Puts
$176K
Net Calls
+$197K
Net Calls Change
-$827K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$524M +$8.72M +130,207 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M +$3.11M +46,434 +0.8%
American Century Companies
3
American Century Companies
Missouri
$264M -$1.21M -18,051 -0.5%
State Street
4
State Street
Massachusetts
$233M +$15.9M +237,340 +8%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$219M -$8.62M -128,654 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$93.6M -$363K -5,415 -0.4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$69.4M +$15.4M +229,662 +29%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$68M +$1.06M +15,835 +2%
Macquarie Group
9
Macquarie Group
Australia
$67.5M -$6.5M -97,010 -9%
Northern Trust
10
Northern Trust
Illinois
$57.4M +$6.54M +97,573 +13%
N
11
Nuveen
North Carolina
$56.7M +$2.88M +42,934 +5%
Charles Schwab
12
Charles Schwab
California
$56.6M +$1.92M +28,715 +4%
First Trust Advisors
13
First Trust Advisors
Illinois
$56.2M -$3.87M -57,707 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.8M +$7.13M +106,386 +16%
DPIM
15
Duff & Phelps Investment Management
Illinois
$52.7M
Morgan Stanley
16
Morgan Stanley
New York
$52.1M -$13.2M -196,290 -20%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$49.6M +$5.73M +85,476 +13%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$49M +$9.37M +139,815 +24%
Invesco
19
Invesco
Georgia
$47.9M -$787K -11,742 -2%
Goldman Sachs
20
Goldman Sachs
New York
$47.1M +$10.1M +150,622 +28%
Victory Capital Management
21
Victory Capital Management
Texas
$46.1M -$463K -6,917 -1%
Franklin Resources
22
Franklin Resources
California
$45.8M -$3.35M -50,058 -7%
ProShare Advisors
23
ProShare Advisors
Maryland
$43.3M +$2.55M +38,033 +6%
Norges Bank
24
Norges Bank
Norway
$42.4M +$4.52M +67,449 +12%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.9M -$91K -1,358 -0.3%

SR Hedge Fund Activity: Q4 2024 in Review

322 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Spire (SR) for Q4 2024, worth a combined $3.5B — up 3.5% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SR positions and 42 closed out — a net gain of 15 holders — while 128 added to existing stakes and 88 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $29.7M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

  • 322 institutional investors held Spire (SR) as of Q4 2024, up from 310 in Q3 2024.
  • Funds reported $3.5B of Spire stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 57 funds opened new Spire positions in Q4 2024 and 42 closed out, a net change of +15 holders.
  • The largest Spire buyer in Q4 2024 was Zimmer Partners, an estimated $29.7M added.
  • The largest Spire seller in Q4 2024 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2024.