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SF

Stifel

288 hedge funds and large institutions have $3.73B invested in Stifel in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $8.31M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

4% more funds holding

Funds holding: 278288 (+10)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

3% more capital invested

Capital invested by funds: $3.64B → $3.73B (+$91.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.73% less ownership

Funds ownership: 203%197.28% (-5.7%)

Holders
288
Holders Change
+10
Holders Change %
+3.6%
% of All Funds
6.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
103
Reduced
94
Closed
33
Calls
$13.5M
Puts
$8.31M
Net Calls
+$5.23M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
226
LS Investment Advisors
Michigan
$245K -$6.04K -213 -2%
COI
227
Connable Office Inc
Michigan
$239K
IB
228
Intrust Bank
Kansas
$238K +$8.98K +317 +4%
Squarepoint
229
Squarepoint
New York
$234K -$1.11M -39,089 -81%
JIP
230
Jaffetilchin Investment Partners
Florida
$228K +$245K +8,647 New
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$225K
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$224K -$6.38K -225 -3%
CSS
233
Cubist Systematic Strategies
Connecticut
$221K -$6.26K -221 -3%
WAM
234
World Asset Management
Michigan
$213K -$30.9K -1,091 -12%
IIC
235
Integrated Investment Consultants
Michigan
$176K +$189K +6,676 New
QT
236
Quantbot Technologies
New York
$168K +$118K +4,182 +187%
SWP
237
Stratos Wealth Partners
Ohio
$160K +$9.18K +324 +6%
PCG
238
Private Capital Group
Connecticut
$141K -$1.16K -41 -0.8%
MYIA
239
Mount Yale Investment Advisors
Colorado
$117K +$126K +4,446 New
H
240
Hexavest
Quebec, Canada
$105K
CTB
241
Country Trust Bank
Illinois
$89K
LTFS
242
Ladenburg Thalmann Financial Services
Florida
$86K +$1.96K +69 +2%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$80K +$85.6K +3,020 New
FHA
244
First Horizon Advisors
Tennessee
$75K
BC
245
Bartlett & Co
Ohio
$64K +$49.5K +1,748 +259%
BCWM
246
Bartlett & Co Wealth Management
Ohio
$63.8K +$68.7K +2,423 New
SNT
247
Security National Trust
West Virginia
$59K
CTC
248
Central Trust Company
Missouri
$59K +$10.9K +385 +21%
IDBONY
249
Israel Discount Bank of New York
New York
$57K
Fuller & Thaler Asset Management
250
Fuller & Thaler Asset Management
California
$53K -$76.5K -2,700 -57%

SF Hedge Fund Activity: Q1 2018 in Review

288 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2018, worth a combined $3.73B — up 2.5% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SF positions and 33 closed out — a net gain of 15 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $46M. The largest seller was Millennium Management, cutting an estimated $70.3M.

  • 288 institutional investors held Stifel (SF) as of Q1 2018, up from 278 in Q4 2017.
  • Funds reported $3.73B of Stifel stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 48 funds opened new Stifel positions in Q1 2018 and 33 closed out, a net change of +15 holders.
  • The largest Stifel buyer in Q1 2018 was Prudential Financial, an estimated $46M added.
  • The largest Stifel seller in Q1 2018 was Millennium Management, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2018.