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SF

Stifel

280 hedge funds and large institutions have $3.6B invested in Stifel in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $16M | Put options by funds: $7.65M

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $3.26B → $3.6B (+$343M)

4% more funds holding

Funds holding: 268280 (+12)

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

0.82% more ownership

Funds ownership: 193.46%194.27% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
47
Increased
93
Reduced
92
Closed
31
Calls
$16M
Puts
$7.65M
Net Calls
+$8.38M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$25K
M
252
MOTCO
Texas
$21K +$20.7K +814 New
SIC
253
Salem Investment Counselors
North Carolina
$18K
QCG
254
Quadrant Capital Group
Ohio
$17K +$6.24K +245 +47%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$15K
LC
256
Lindbrook Capital
California
$12K
ASN
257
Advisory Services Network
Georgia
$12K +$7.43K +292 +216%
LWM
258
Liberty Wealth Management
California
$10K
CIA
259
CSat Investment Advisory
Michigan
$10K +$9.75K +383 New
DSC
260
Duncker Streett & Co
Missouri
$9K
SFSIG
261
San Francisco Sentry Investment Group
California
$9K
CFG
262
Citizens Financial Group
Rhode Island
$8K +$7.74K +304 New
GAM
263
Gemmer Asset Management
California
$7K
VFA
264
Valeo Financial Advisors
Indiana
$7K
FBT
265
First Bank & Trust
South Dakota
$7K +$7.23K +284 New
S
266
SignatureFD
Georgia
$6K -$7.05K -277 -56%
ACS
267
Archford Capital Strategies
Illinois
$5K
HGWM
268
Harvest Group Wealth Management
Massachusetts
$5K
Kayne Anderson Rudnick Investment Management
269
Kayne Anderson Rudnick Investment Management
California
$5K +$4.53K +178 New
NCM
270
Next Capital Management
New York
$5K +$4.71K +185 New
FGAM
271
Financial Gravity Asset Management
Texas
$4K
ST
272
Smithfield Trust
Pennsylvania
$4K
GC
273
Globeflex Capital
California
$3K -$1.48K -58 -36%
GWM
274
Geneos Wealth Management
Colorado
$3K
SF
275
Synovus Financial
Georgia
$3K

SF Hedge Fund Activity: Q2 2019 in Review

280 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2019, worth a combined $3.6B — up 11% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SF positions and 31 closed out — a net gain of 16 holders — while 93 added to existing stakes and 92 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $41.2M. The largest seller was Samlyn Capital, exiting entirely with an estimated $23.3M sold.

  • 280 institutional investors held Stifel (SF) as of Q2 2019, up from 268 in Q1 2019.
  • Funds reported $3.6B of Stifel stock for Q2 2019, up 11% quarter-over-quarter.
  • 47 funds opened new Stifel positions in Q2 2019 and 31 closed out, a net change of +16 holders.
  • The largest Stifel buyer in Q2 2019 was Nuveen, an estimated $41.2M added.
  • The largest Stifel seller in Q2 2019 was Samlyn Capital, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2019.