Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spire Inc (SR)

392 + Investors. Track Smart Money conviction in SR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — SR

Based on 396 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
396 hedge funds hold SR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

217 buying140 selling
Last quarter: 217 funds were net buyers (69 opened a brand new position + 148 added to an existing one). Only 140 were sellers (107 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~69 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 54 → 66 → 69. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 16% medium 23% new
240 out of 396 hedge funds have held SR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

54 → 47 → 54 → 66 → 69 new funds/Q
New funds entering each quarter: 47 → 54 → 66 → 69. A growing number of institutions are discovering SR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 27% newcomers

65% veterans 9% 1-2yr 27% new
Entry-cohort mix of 399 holders: 259 (65%) are 2+ year veterans, 34 entered 1–2 years ago, and 106 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
55 of 396 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SR

In 2026 Q1, 217 hedge funds were net buyers of SR (69 opened a new position, 148 added to an existing one), while 140 reduced or exited (107 trimmed, 33 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 41% of total institutional value in SR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 396.

Hedge Fund Ownership: SR

How many hedge funds hold SR — quarterly history vs. share price
Quarterly hedge fund ownership of SR vs. share price

Market Analysis: SR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Spire Inc (SR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SR has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
SR
-16.1%
XLU
-1.9%

SR outperformed XLU by -14.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
SR
-10.2%
XLU
+2.6%

Since the filing became public, SR outperformed XLU by -12.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: SR
392 + Investors

Track Smart Money conviction in SR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 392 360 8.89%
13F Shares 52M 53M -2.15%
Total Value $4.52B $4.40B 2.71%
New Positions 67 66 +1
Increased Positions 147 119 +28
Closed Positions 35 38 -3
Reduced Positions 105 125 -20
Total Calls 2 1 100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: SR

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Institutional Holders (2026 Q1)

392 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 South Street Advisors LLC 2.49% 190,109 $17.2M
2 Icon Advisers Inc/Co 1.03% 49,100 $4.4M
3 Duff & Phelps Investment Management Co 0.88% 932,582 $84.4M
4 Vaughan Nelson Investment Management, L.P. 0.77% 851,732 $77.1M
5 Regent Peak Wealth Advisors LLC 0.72% 38,853 $3.5M
6 Leeward Investments, LLC - MA 0.63% 141,025 $12.8M
7 Energy Income Partners, LLC 0.59% 402,270 $36.4M
8 Viking Fund Management LLC 0.56% 60,000 $5.4M
9 Cardinal Capital Management 0.52% 44,014 $4.0M
10 Meiji Yasuda Asset Management Co Ltd. 0.51% 113,871 $10.3M
11 Bank & Trust Co 0.51% 8,426 $763K
12 Orion Investment Co 0.51% 17,704 $1.6M
13 Phocas Financial Corp. 0.51% 35,767 $3.2M
14 Fuller & Thaler Asset Management, INC. 0.50% 1,647,953 $149.2M
15 Edgestream Partners, L.P. 0.37% 125,465 $11.4M
16 Wedge Capital Management L L P/Nc 0.36% 212,965 $19.3M
17 Ceredex Value Advisors LLC 0.34% 120,850 $10.9M
18 Southern Financial Group, LLC 0.34% 13,595 $1.2M
19 Resolution Capital Ltd 0.31% 162,379 $14.7M
20 Azimuth Capital Investment Management LLC 0.29% 85,504 $7.7M
21 ExodusPoint Capital Management, LP 0.27% 376,062 $34.0M
22 Kavar Capital Partners Group, LLC 0.26% 22,833 $2.1M
23 Chase Investment Counsel Corp 0.25% 10,551 $955K
24 Yaupon Capital Management LP 0.21% 75,176 $6.8M
25 Advisory Research Inc 0.21% 18,952 $1.7M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Spire Inc (SR)

What does the Smart Money Trend signal show for SR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SR?

More buyers than sellers — 61% buying: Last quarter: 217 funds were net buyers (69 opened a brand new position + 148 added to an existing one). Only 140 were sellers (107 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SR holders?

Elite ownership — 41% AUM from top-100 funds: 55 of 396 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SR?

61% of holders stayed for 2+ years: 240 out of 396 hedge funds have held SR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Spire Inc (SR) following the 2026 Q1 hedge fund 13F filings?

As of today, SR has moved -10.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.6% for the XLU sector ETF — an outperformance of -12.8%. Since the quarter end (March 31, 2026), SR has gained -16.1% vs -1.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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