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SF

Stifel
SF

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
258
Holders Change
-12
Holders Change %
-4.44%
% of All Funds
5.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
79
Reduced
99
Closed
45
Calls
$6.03M
Puts
$7.44M
Net Calls
-$1.41M
Net Calls Change
-$3.92M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$33.1M
2
ACL
Azora Capital LP
Florida
+$29.8M
3
Macquarie Group
Macquarie Group
Australia
+$22.1M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$15.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.86M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.7M
2
Boston Partners
Boston Partners
Massachusetts
-$24M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$20.9M
4
Millennium Management
Millennium Management
New York
-$19.1M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
301
Whitney & Co
New York
– -$1K -43 Closed
9 10 11 12
13

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.