Stifel
213 hedge funds and large institutions have $1.85B invested in Stifel in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 24 closing their positions.
211% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $4.38M
25% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 24
12.81% more ownership
Funds ownership: 186.35% → 199.16% (+13%)
9% more capital invested
Capital invested by funds: $1.69B → $1.85B (+$157M)
2% more funds holding
Funds holding: 208 → 213 (+5)
1% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$67.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$38.1M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$26.8M |
| 4 |
SC
Samlyn Capital
New York
|
+$24.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$115M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$12.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$12.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$9.6M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$8.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
226
Americafirst Capital Management
Roseville,
California
| – | -$329K | -25,009 | Closed |
|
227
M&T Bank
Buffalo,
New York
| – | -$311K | -23,688 | Closed |
|
|
EGM
228
Engineers Gate Manager
New York
| – | -$311K | -23,663 | Closed |
|
229
Squarepoint
New York
| – | -$293K | -22,273 | Closed |
|
230
Two Sigma Advisers
New York
| – | -$281K | -21,326 | Closed |
|
|
NI
231
Numeric Investors
Boston,
Massachusetts
| – | -$260K | -19,800 | Closed |
|
232
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$249K | -18,900 | Closed |
|
|
QSS
233
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| – | -$228K | -17,217 | Closed |
|
|
VCM
234
Versant Capital Management
Phoenix,
Arizona
| – | -$13.5K | -909 | -94% |
|
|
BFEC
235
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$7K | -562 | Closed |
|
236
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -427 | Closed |
|
|
UFA
237
US Financial Advisors
Braintree,
Massachusetts
| – | -$1K | -99 | Closed |
|
SF Hedge Fund Activity: Q2 2016 in Review
213 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2016, worth a combined $1.85B — up 9.3% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SF positions and 24 closed out — a net gain of 6 holders — while 74 added to existing stakes and 75 trimmed.
The largest buyer was Macquarie Group, adding an estimated $67.9M. The largest seller was Stifel Financial, cutting an estimated $115M.
- 213 institutional investors held Stifel (SF) as of Q2 2016, up from 208 in Q1 2016.
- Funds reported $1.85B of Stifel stock for Q2 2016, up 9.3% quarter-over-quarter.
- 30 funds opened new Stifel positions in Q2 2016 and 24 closed out, a net change of +6 holders.
- The largest Stifel buyer in Q2 2016 was Macquarie Group, an estimated $67.9M added.
- The largest Stifel seller in Q2 2016 was Stifel Financial, an estimated $115M sold.
Based on aggregated 13F filings for Q2 2016.