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SF

Stifel

184 hedge funds and large institutions have $2.33B invested in Stifel in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $1.95B → $2.33B (+$379M)

4.81% more ownership

Funds ownership: 195.07%199.88% (+4.8%)

4% more funds holding

Funds holding: 177184 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $12.1M

6% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 72

Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
5.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
68
Reduced
72
Closed
15
Calls
$11.9M
Puts
$12.1M
Net Calls
-$264K
Net Calls Change
+$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$25.2M -$11.1M -636,975 -32%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$24.2M +$15M +859,937 +187%
Norges Bank
28
Norges Bank
Norway
$23.5M
JP Morgan Chase
29
JP Morgan Chase
New York
$23.1M -$3.13M -179,001 -12%
SONJCPFA
30
State of New Jersey Common Pension Fund A
New Jersey
$23.1M -$1.57M -90,000 -7%
TSW
31
Thompson Siegel & Walmsley
Virginia
$22.8M -$431K -24,699 -2%
BFC
32
Banc Funds Company
Illinois
$20.2M -$3.22M -184,266 -14%
SAM
33
Sentinel Asset Management
Vermont
$19.7M -$32.6K -1,867 -0.2%
BA
34
BlackRock Advisors
Delaware
$19.1M +$3.16M +180,786 +21%
WI
35
WHV Investments
California
$18.8M -$335K -19,175 -2%
CRM
36
Cramer Rosenthal McGlynn
Connecticut
$18.6M -$5.73M -328,331 -24%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$17.8M -$72.9K -4,173 -0.4%
SAM
38
Silvercrest Asset Management
New York
$17M +$160K +9,180 +1%
CCM
39
Channing Capital Management
Illinois
$16.7M +$3.19M +182,448 +25%
PCM
40
Penn Capital Management
Pennsylvania
$15.6M -$10.7M -614,120 -42%
Principal Financial Group
41
Principal Financial Group
Iowa
$14.1M +$402K +23,036 +3%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$13.8M -$1.8M -102,796 -12%
TCIM
43
TIAA CREF Investment Management
New York
$12.7M -$107K -6,124 -0.9%
SFM
44
Systematic Financial Management
New Jersey
$12.5M +$163K +9,306 +1%
TAM
45
THB Asset Management
Connecticut
$11.9M -$314K -17,977 -3%
Ameriprise
46
Ameriprise
Minnesota
$11.1M +$71.3K +4,080 +0.7%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$10.9M +$687K +39,321 +7%
MAA
48
Managed Account Advisors
New Jersey
$10.6M +$3.46M +197,899 +52%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$10.5M +$904K +51,750 +10%
BIM
50
BlackRock Investment Management
Delaware
$10.4M +$113K +6,471 +1%

SF Hedge Fund Activity: Q3 2013 in Review

184 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2013, worth a combined $2.33B — up 19% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SF positions and 15 closed out — a net gain of 8 holders — while 68 added to existing stakes and 72 trimmed.

The largest buyer was Stifel Nicolaus & Co, adding an estimated $94.2M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $48.7M sold.

  • 184 institutional investors held Stifel (SF) as of Q3 2013, up from 177 in Q2 2013.
  • Funds reported $2.33B of Stifel stock for Q3 2013, up 19% quarter-over-quarter.
  • 23 funds opened new Stifel positions in Q3 2013 and 15 closed out, a net change of +8 holders.
  • The largest Stifel buyer in Q3 2013 was Stifel Nicolaus & Co, an estimated $94.2M added.
  • The largest Stifel seller in Q3 2013 was T. Rowe Price Associates, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2013.