Stifel
258 hedge funds and large institutions have $2.56B invested in Stifel in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 45 closing their positions.
3.73% less ownership
Funds ownership: 197.11% → 193.38% (-3.7%)
4% less funds holding
Funds holding: 270 → 258 (-12)
19% less call options, than puts
Call options by funds: $6.03M | Put options by funds: $7.44M
20% less capital invested
Capital invested by funds: $3.2B → $2.56B (-$632M)
20% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 99
27% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$33.1M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$29.8M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$22.1M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$15.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$31.7M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$24M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$20.9M |
| 4 |
Millennium Management
New York
|
-$19.1M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$18.3M |
SF Hedge Fund Activity: Q4 2018 in Review
258 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2018, worth a combined $2.56B — down 20% from $3.2B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of SF and 33 opened new positions — a net loss of 12 holders — while 99 trimmed existing stakes and 79 added.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $33.1M. The largest seller was Citadel Advisors, cutting an estimated $31.7M.
- 258 institutional investors held Stifel (SF) as of Q4 2018, down from 270 in Q3 2018.
- Funds reported $2.56B of Stifel stock for Q4 2018, down 20% quarter-over-quarter.
- 33 funds opened new Stifel positions in Q4 2018 and 45 closed out, a net change of -12 holders.
- The largest Stifel buyer in Q4 2018 was Hotchkis & Wiley Capital Management, an estimated $33.1M added.
- The largest Stifel seller in Q4 2018 was Citadel Advisors, an estimated $31.7M sold.
Based on aggregated 13F filings for Q4 2018.