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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
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$6K
PCM
277
Prelude Capital Management
New York
$5K +$5.3K +187 New
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$4.15K +$2.18K +77 +95%
ST
279
Smithfield Trust
Pennsylvania
$4K
WA
280
WealthTrust-Arizona
Arizona
$4K
JA
281
JOYN Advisors
Georgia
$4K +$3.83K +135 New
ACS
282
Archford Capital Strategies
Illinois
$4K +$4.14K +146 New
Parallax Volatility Advisers
283
Parallax Volatility Advisers
California
$3K -$642K -22,671 -100%
CHP
284
Cable Hill Partners
Oregon
$3K -$5.21K -184 -60%
HR
285
Howe & Rusling
New York
$3K
WEC
286
Winslow Evans & Crocker
Massachusetts
$2.78K
CAW
287
Cornerstone Advisors (Washington)
Washington
$1K +$1.02K +36 New
IFAM
288
Institutional & Family Asset Management
Colorado
$1K +$1.27K +45 New
FC
289
Fairpointe Capital
Illinois
-$5.22M -197,100 Closed
CIP
290
Convergence Investment Partners
Florida
-$3.36M -126,860 Closed
QIM
291
Quantitative Investment Management
Virginia
-$1.72M -64,800 Closed
PCM
292
Price Capital Management
Louisiana
-$1.63M -61,398 Closed
Capital Fund Management (CFM)
293
Capital Fund Management (CFM)
France
-$1.44M -54,225 Closed
BIM
294
Bogle Investment Management
Massachusetts
-$1.15M -43,425 Closed
TI
295
Trexquant Investment
Connecticut
-$972K -36,716 Closed
DTL
296
Dynamic Technology Lab
Singapore
-$890K -33,624 Closed
Jane Street
297
Jane Street
New York
-$792K -27,938 Closed
Holocene Advisors
298
Holocene Advisors
New York
-$575K -21,704 Closed
FRM
299
Fox Run Management
Connecticut
-$529K -19,989 Closed
Axa
300
Axa
France
-$524K -19,800 Closed

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.