Stifel
226 hedge funds and large institutions have $2.35B invested in Stifel in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 30 closing their positions.
29% more call options, than puts
Call options by funds: $6.71M | Put options by funds: $5.18M
6% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 79
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 232 → 226 (-6)
7% less capital invested
Capital invested by funds: $2.51B → $2.35B (-$164M)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
13.87% less ownership
Funds ownership: 194.07% → 180.2% (-14%)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$34.6M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$26M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$22.3M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$13.4M |
| 5 |
O
OppenheimerFunds
New York
|
+$9.8M |
Top Sellers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$132M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$38M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$30.8M |
| 4 |
RA
Royce & Associates
New York
|
-$23.4M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$21.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNYS
251
First New York Securities
New York
| – | -$67.4K | -3,600 | Closed |
|
|
NYLT
252
New York Life Trust
New York
| – | -$35K | -1,881 | Closed |
|
253
Creative Planning
Overland Park,
Kansas
| – | -$24K | -1,292 | Closed |
|
|
W
254
Wealthfront
Palo Alto,
California
| – | -$11K | -569 | Closed |
|
|
SIM
255
Sonora Investment Management
Tucson,
Arizona
| – | -$8K | -380 | Closed |
|
|
FPFS
256
First Personal Financial Services
Charlotte,
North Carolina
| – | -$2K | -67 | Closed |
|
SF Hedge Fund Activity: Q4 2015 in Review
226 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2015, worth a combined $2.35B — down 6.5% from $2.51B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of SF and 27 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 84 added.
The largest buyer was Citadel Advisors, adding an estimated $34.6M. The largest seller was Stifel Financial, cutting an estimated $132M.
- 226 institutional investors held Stifel (SF) as of Q4 2015, down from 232 in Q3 2015.
- Funds reported $2.35B of Stifel stock for Q4 2015, down 6.5% quarter-over-quarter.
- 27 funds opened new Stifel positions in Q4 2015 and 30 closed out, a net change of -3 holders.
- The largest Stifel buyer in Q4 2015 was Citadel Advisors, an estimated $34.6M added.
- The largest Stifel seller in Q4 2015 was Stifel Financial, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2015.