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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
AssetMark Inc
251
AssetMark Inc
California
$50K -$708 -25 -1%
IA
252
IFP Advisors
Florida
$42K
HNB
253
Huntington National Bank
Ohio
$42K +$45.7K +1,613 New
QCG
254
Quadrant Capital Group
Ohio
$40K +$12.8K +453 +36%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$39K -$20K -706 -32%
SGAM
256
Smith Group Asset Management
Texas
$38K +$41.5K +1,463 New
GWM
257
Geneos Wealth Management
Colorado
$36K
PCM
258
Penserra Capital Management
California
$34K +$10.5K +369 +40%
APP
259
Avantax Planning Partners
Iowa
$32K +$34.6K +1,220 New
SIAS
260
Shine Investment Advisory Services
Colorado
$26K
YWP
261
YorkBridge Wealth Partners
New York
$26K +$3.65K +129 +15%
ASN
262
Advisory Services Network
Georgia
$23K +$15K +531 +155%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$20K -$19.1K -675 -47%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$20K -$1.84K -65 -8%
WOC
265
West Oak Capital
California
$17.8K +$6.38K +225 +50%
FRA
266
Front Row Advisors
California
$17K -$510 -18 -3%
SIC
267
Salem Investment Counselors
North Carolina
$17K
GAM
268
Gemmer Asset Management
California
$11K
LWA
269
Lenox Wealth Advisors
New York
$11K +$8.67K +306 +315%
WDL
270
Well Done LLC
Michigan
$11K +$11.5K +407 New
DSC
271
Duncker Streett & Co
Missouri
$9K
SFSIG
272
San Francisco Sentry Investment Group
California
$9K +$9.58K +338 New
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$8K -$1.78K -63 -17%
WAM
274
Wealthspire Advisors (Maryland)
Maryland
$8K
VFA
275
Valeo Financial Advisors
Indiana
$7K

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.