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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
SIC
251
Salem Investment Counselors
North Carolina
$18K – – –
FRA
252
Front Row Advisors
California
$18K +$16.5K +675 New
WCBA
253
Weaver C. Barksdale & Associates
Tennessee
$16K -$1.44K -59 -9%
DCM
254
Delpha Capital Management
New York
$12K +$11K +448 New
WOC
255
West Oak Capital
California
$11.9K +$11K +450 New
GAM
256
Gemmer Asset Management
California
$11K – – –
DSC
257
Duncker Streett & Co
Missouri
$10K – – –
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
CHP
259
Cable Hill Partners
Oregon
$9K -$8.1K -331 -52%
ASN
260
Advisory Services Network
Georgia
$9K +$8.37K +342 New
WAM
261
Wealthspire Advisors (Maryland)
Maryland
$8K +$318 +13 +4%
VFA
262
Valeo Financial Advisors
Indiana
$7K – – –
BL
263
Balentine LLC
Georgia
$6K – – –
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
WA
265
WealthTrust-Arizona
Arizona
$4K – – –
ST
266
Smithfield Trust
Pennsylvania
$4K +$3.3K +135 New
HR
267
Howe & Rusling
New York
$3K – – –
LWA
268
Lenox Wealth Advisors
New York
$3K +$2.37K +97 New
LA
269
Legacy Advisors
Pennsylvania
$3K +$3.69K +151 New
WEC
270
Winslow Evans & Crocker
Massachusetts
$2.8K -$12.9K -526 -83%
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$2.14K +$1.98K +81 New
FAM
272
Formidable Asset Management
Ohio
$2K -$256K -10,456 -100%
TCOV
273
Trust Company of Vermont
Vermont
$1K – – –
PHK
274
Point72 Hong Kong
Hong Kong
$1K +$783 +32 New
PCG
275
Private Capital Group
Connecticut
$143 +$132K +5,400 New
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.