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SF

Stifel

231 hedge funds and large institutions have $2.94B invested in Stifel in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $7.72M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

37% more capital invested

Capital invested by funds: $2.14B → $2.94B (+$800M)

9.11% more ownership

Funds ownership: 190.74%199.85% (+9.1%)

5% more funds holding

Funds holding: 221231 (+10)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
83
Reduced
78
Closed
18
Calls
$26.7M
Puts
$7.72M
Net Calls
+$19M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$29.7M -$8.74M -435,501 -25%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$27.6M +$24.1M +1,200,560 +2,805%
TA
28
Teachers Advisors
New York
$26.8M +$1.67M +83,245 +7%
BIM
29
BlackRock Investment Management
Delaware
$24.3M +$1.08M +53,964 +5%
Bank of America
30
Bank of America
North Carolina
$24.1M +$3.58M +178,342 +20%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$23.8M +$1.4M +69,927 +7%
ORI
32
Oak Ridge Investments
Illinois
$22.5M -$4.52M -225,000 -18%
Norges Bank
33
Norges Bank
Norway
$22.4M
Citadel Advisors
34
Citadel Advisors
Florida
$21.8M +$11M +549,738 +127%
O
35
OppenheimerFunds
New York
$20.4M +$912K +45,443 +5%
SFM
36
Systematic Financial Management
New Jersey
$19.2M +$336K +16,718 +2%
PCM
37
PAR Capital Management
Massachusetts
$18.7M +$1.13M +56,250 +7%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$18M -$9.03M -450,000 -36%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$17.6M -$65K -3,238 -0.4%
JP Morgan Chase
40
JP Morgan Chase
New York
$17.3M +$3.88M +193,070 +33%
Prudential Financial
41
Prudential Financial
New Jersey
$15.4M -$174K -8,685 -1%
Charles Schwab
42
Charles Schwab
California
$15.2M +$720K +35,852 +6%
Morgan Stanley
43
Morgan Stanley
New York
$14.6M +$8.62M +429,484 +187%
TCM
44
Tributary Capital Management
Nebraska
$14M +$839K +41,772 +7%
FC
45
Fairpointe Capital
Illinois
$13.7M -$4.86M -242,100 -28%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$13.7M -$407K -20,286 -3%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$13.6M -$858K -42,717 -7%
Principal Financial Group
48
Principal Financial Group
Iowa
$13.1M +$197K +9,810 +2%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$12.6M -$1.85M -91,926 -14%
SAM
50
Sentinel Asset Management
Vermont
$11.7M -$1.66M -82,553 -14%

SF Hedge Fund Activity: Q4 2016 in Review

231 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2016, worth a combined $2.94B — up 37% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.5M. The largest seller was Millennium Management, exiting entirely with an estimated $10.5M sold.

  • 231 institutional investors held Stifel (SF) as of Q4 2016, up from 221 in Q3 2016.
  • Funds reported $2.94B of Stifel stock for Q4 2016, up 37% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q4 2016 and 18 closed out, a net change of +12 holders.
  • The largest Stifel buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $25.5M added.
  • The largest Stifel seller in Q4 2016 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.