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SF

Stifel

232 hedge funds and large institutions have $2.51B invested in Stifel in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $5.23M

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

1.79% more ownership

Funds ownership: 192.28%194.07% (+1.8%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 231232 (+1)

25% less capital invested

Capital invested by funds: $3.34B → $2.51B (-$828M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
29
Increased
92
Reduced
73
Closed
27
Calls
$7.44M
Puts
$5.23M
Net Calls
+$2.21M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WealthTrust-Arizona
Arizona
$3K
N
227
Nuveen
North Carolina
$2.01K -$299K -13,217 -11%
FPFS
228
First Personal Financial Services
North Carolina
$2K
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$2K
UFA
230
US Financial Advisors
Massachusetts
$2K
VNA
231
Valley National Advisers
Pennsylvania
$2K
FNBOO
232
First National Bank of Omaha
Nebraska
$1.09K -$101K -4,477 -7%
SC
233
Samlyn Capital
New York
-$34.9M -1,360,350 Closed
FMA
234
Fiduciary Management Associates
Illinois
-$17.2M -668,619 Closed
FC
235
Fairpointe Capital
Illinois
-$17.1M -665,422 Closed
RIM
236
Rainier Investment Management
Washington
-$10.6M -412,807 Closed
AP
237
AHL Partners
United Kingdom
-$5.04M -196,216 Closed
TG
238
TCW Group
California
-$3.94M -153,493 Closed
AC
239
Alpenglow Capital
California
-$3.25M -126,450 Closed
Adage Capital Partners
240
Adage Capital Partners
Massachusetts
-$1.39M -54,000 Closed
AH
241
Achievement Holdings
Illinois
-$1.16K -45,000 Closed
1CM
242
1492 Capital Management
Wisconsin
-$980K -38,205 Closed
CAM
243
Cortina Asset Management
Wisconsin
-$866K -33,728 Closed
Marshall Wace
244
Marshall Wace
United Kingdom
-$721K -28,105 Closed
QSS
245
Quantitative Systematic Strategies
Florida
-$601K -23,630 Closed
Nomura Holdings
246
Nomura Holdings
Japan
-$592K -23,618 Closed
SG Americas Securities
247
SG Americas Securities
New York
-$475K -18,529 Closed
DC
248
Deere & Company
Illinois
-$300K -11,691 Closed
COI
249
Connable Office Inc
Michigan
-$261K -10,159 Closed
Verition Fund Management
250
Verition Fund Management
Connecticut
-$259K -10,109 Closed

SF Hedge Fund Activity: Q3 2015 in Review

232 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2015, worth a combined $2.51B — down 25% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SF positions and 27 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Stifel Financial, adding an estimated $155M. The largest seller was Lord, Abbett & Co, cutting an estimated $42.7M.

  • 232 institutional investors held Stifel (SF) as of Q3 2015, up from 231 in Q2 2015.
  • Funds reported $2.51B of Stifel stock for Q3 2015, down 25% quarter-over-quarter.
  • 29 funds opened new Stifel positions in Q3 2015 and 27 closed out, a net change of +2 holders.
  • The largest Stifel buyer in Q3 2015 was Stifel Financial, an estimated $155M added.
  • The largest Stifel seller in Q3 2015 was Lord, Abbett & Co, an estimated $42.7M sold.

Based on aggregated 13F filings for Q3 2015.