Stifel
233 hedge funds and large institutions have $3.26B invested in Stifel in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 23 closing their positions.
18% more capital invested
Capital invested by funds: $2.75B → $3.26B (+$509M)
4.58% more ownership
Funds ownership: 196.83% → 201.41% (+4.6%)
10% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 91
4% less funds holding
Funds holding: 243 → 233 (-10)
35% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 23
59% less call options, than puts
Call options by funds: $15.7M | Put options by funds: $38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$60.9M |
| 2 |
Millennium Management
New York
|
+$48.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$16.6M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$28.8M |
| 2 |
Goldman Sachs
New York
|
-$19.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$15M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$15M |
| 5 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$11.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GH
251
GAM Holding
Zurich,
Switzerland
| – | -$74K | -3,600 | Closed |
|
|
PSUF
252
People's United Financial
Bridgeport,
Connecticut
| – | -$46K | -2,250 | Closed |
|
|
AIM
253
Acrospire Investment Management
Chicago,
Illinois
| – | -$9K | -416 | Closed |
|
254
Creative Planning
Overland Park,
Kansas
| – | -$6K | -306 | Closed |
|
|
CJA
255
C-J Advisory
San Jose,
California
| – | -$6K | -290 | Closed |
|
|
NA
256
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.87K | -90 | Closed |
|
SF Hedge Fund Activity: Q3 2017 in Review
233 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2017, worth a combined $3.26B — up 18% from $2.75B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of SF and 15 opened new positions — a net loss of 8 holders — while 91 trimmed existing stakes and 82 added.
The largest buyer was Stifel Financial, adding an estimated $60.9M. The largest seller was Eagle Asset Management, cutting an estimated $28.8M.
- 233 institutional investors held Stifel (SF) as of Q3 2017, down from 243 in Q2 2017.
- Funds reported $3.26B of Stifel stock for Q3 2017, up 18% quarter-over-quarter.
- 15 funds opened new Stifel positions in Q3 2017 and 23 closed out, a net change of -8 holders.
- The largest Stifel buyer in Q3 2017 was Stifel Financial, an estimated $60.9M added.
- The largest Stifel seller in Q3 2017 was Eagle Asset Management, an estimated $28.8M sold.
Based on aggregated 13F filings for Q3 2017.