Stifel
278 hedge funds and large institutions have $3.64B invested in Stifel in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 13 closing their positions.
354% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more funds holding
Funds holding: 233 → 278 (+45)
12% more capital invested
Capital invested by funds: $3.26B → $3.64B (+$375M)
1.6% more ownership
Funds ownership: 201.41% → 203% (+1.6%)
8% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 93
16% less call options, than puts
Call options by funds: $14.3M | Put options by funds: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$20.2M |
| 2 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$16M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$15.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.5M |
| 5 |
BlackRock
New York
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$35.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$16.3M |
| 3 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$15.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$12.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.86M |
SF Hedge Fund Activity: Q4 2017 in Review
278 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2017, worth a combined $3.64B — up 12% from $3.26B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SF positions and 13 closed out — a net gain of 46 holders — while 86 added to existing stakes and 93 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $20.2M. The largest seller was Eagle Asset Management, cutting an estimated $35.7M.
- 278 institutional investors held Stifel (SF) as of Q4 2017, up from 233 in Q3 2017.
- Funds reported $3.64B of Stifel stock for Q4 2017, up 12% quarter-over-quarter.
- 59 funds opened new Stifel positions in Q4 2017 and 13 closed out, a net change of +46 holders.
- The largest Stifel buyer in Q4 2017 was Goldman Sachs, an estimated $20.2M added.
- The largest Stifel seller in Q4 2017 was Eagle Asset Management, an estimated $35.7M sold.
Based on aggregated 13F filings for Q4 2017.