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SF

Stifel
SF

278 hedge funds and large institutions have $3.64B invested in Stifel in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more funds holding

Funds holding: 233 → 278 (+45)

12% more capital invested

Capital invested by funds: $3.26B → $3.64B (+$375M)

1.6% more ownership

Funds ownership: 201.41% → 203% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 93

16% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $17M

Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
59
Increased
86
Reduced
93
Closed
13
Calls
$14.3M
Puts
$17M
Net Calls
-$2.73M
Net Calls Change
+$19.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$20.2M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$16M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$15.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.5M
5
BlackRock
BlackRock
New York
+$11.4M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$35.7M
2
Invesco
Invesco
Georgia
-$16.3M
3
SAM
Sentinel Asset Management
Vermont
-$15.5M
4
American Century Companies
American Century Companies
Missouri
-$12.5M
5
Bank of America
Bank of America
North Carolina
-$9.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIT
226
NumerixS Investment Technologies
British Columbia, Canada
$137K +$127K +5,175 New
Fuller & Thaler Asset Management
227
Fuller & Thaler Asset Management
California
$125K +$116K +4,725 New
H
228
Hexavest
Quebec, Canada
$105K – – –
TRCT
229
Tower Research Capital (TRC)
New York
$93K -$302K -12,339 -78%
CTB
230
Country Trust Bank
Illinois
$89K – – –
FHA
231
First Horizon Advisors
Tennessee
$85K – – –
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$84K +$15.1K +619 +24%
SNT
233
Security National Trust
West Virginia
$60K – – –
QT
234
Quantbot Technologies
New York
$59K +$54.7K +2,237 New
PFBT
235
Parkside Financial Bank & Trust
Missouri
$58K -$710 -29 -1%
IDBONY
236
Israel Discount Bank of New York
New York
$58K – – –
AssetMark Inc
237
AssetMark Inc
California
$51K +$612 +25 +1%
CTC
238
Central Trust Company
Missouri
$49K – – –
IA
239
IFP Advisors
Florida
$42K +$17.2K +704 +78%
CTA
240
Carillon Tower Advisers
Florida
$41K +$37.9M +1,550,540 New
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$38K – – –
GWM
242
Geneos Wealth Management
Colorado
$36K +$3.92K +160 +13%
QCG
243
Quadrant Capital Group
Ohio
$31K – – –
BTIS
244
BB&T Investment Services
North Carolina
$30K – – –
SIAS
245
Shine Investment Advisory Services
Colorado
$26K – – –
YWP
246
YorkBridge Wealth Partners
New York
$24K -$881 -36 -4%
PCM
247
Penserra Capital Management
California
$24K +$22.7K +927 New
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$22K +$20.5K +839 New
FMA
249
FNY Managed Accounts
New York
$19K +$18.4K +751 New
BC
250
Bartlett & Co
Ohio
$18K -$11K -450 -40%
8 9
10
11 12

SF Hedge Fund Activity: Q4 2017 in Review

278 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2017, worth a combined $3.64B — up 12% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 13 closed out — a net gain of 46 holders — while 86 added to existing stakes and 93 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.2M. The largest seller was Eagle Asset Management, cutting an estimated $35.7M.

  • 278 institutional investors held Stifel (SF) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $3.64B of Stifel stock for Q4 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q4 2017 and 13 closed out, a net change of +46 holders.
  • The largest Stifel buyer in Q4 2017 was Goldman Sachs, an estimated $20.2M added.
  • The largest Stifel seller in Q4 2017 was Eagle Asset Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2017.