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SF

Stifel

231 hedge funds and large institutions have $2.94B invested in Stifel in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $7.72M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

37% more capital invested

Capital invested by funds: $2.14B → $2.94B (+$800M)

9.11% more ownership

Funds ownership: 190.74%199.85% (+9.1%)

5% more funds holding

Funds holding: 221231 (+10)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
83
Reduced
78
Closed
18
Calls
$26.7M
Puts
$7.72M
Net Calls
+$19M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
226
Archford Capital Strategies
Illinois
$3K
HR
227
Howe & Rusling
New York
$3K
JIC
228
Joel Isaacson & Co
New York
$3K
WA
229
WealthTrust-Arizona
Arizona
$3K
MFW
230
Mosaic Family Wealth
Missouri
$1K
TCOV
231
Trust Company of Vermont
Vermont
$1K +$1.08K +54 New
Millennium Management
232
Millennium Management
New York
-$10.5M -616,585 Closed
RIM
233
Rainier Investment Management
Washington
-$2.96M -173,048 Closed
AC
234
Alpenglow Capital
California
-$1.93M -113,103 Closed
Nomura Holdings
235
Nomura Holdings
Japan
-$960K -56,250 Closed
Wolverine Trading
236
Wolverine Trading
Illinois
-$660K -39,992 Closed
SSA
237
Schonfeld Strategic Advisors
New York
-$584K -34,193 Closed
BCM
238
BlueCrest Capital Management
Jersey
-$516K -30,220 Closed
WC
239
Wexford Capital
Florida
-$506K -29,606 Closed
JAM
240
Jacobs Asset Management
New York
-$398K -23,294 Closed
Two Sigma Advisers
241
Two Sigma Advisers
New York
-$357K -20,876 Closed
PAM
242
Princeton Alpha Management
New Jersey
-$326K -19,076 Closed
Squarepoint
243
Squarepoint
New York
-$298K -17,411 Closed
FRM
244
Fox Run Management
Connecticut
-$223K -13,050 Closed
PG
245
PEAK6 Group
Illinois
-$140K -6,973 Closed
JG
246
Jefferies Group
New York
-$49K -2,889 Closed
LAM
247
Lebenthal Asset Management
New York
-$4K -245 Closed
MFS
248
MSI Financial Services
Massachusetts
-$2K -101 Closed

SF Hedge Fund Activity: Q4 2016 in Review

231 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2016, worth a combined $2.94B — up 37% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.5M. The largest seller was Millennium Management, exiting entirely with an estimated $10.5M sold.

  • 231 institutional investors held Stifel (SF) as of Q4 2016, up from 221 in Q3 2016.
  • Funds reported $2.94B of Stifel stock for Q4 2016, up 37% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q4 2016 and 18 closed out, a net change of +12 holders.
  • The largest Stifel buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $25.5M added.
  • The largest Stifel seller in Q4 2016 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.