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SF

Stifel

280 hedge funds and large institutions have $3.6B invested in Stifel in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $16M | Put options by funds: $7.65M

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $3.26B → $3.6B (+$343M)

4% more funds holding

Funds holding: 268280 (+12)

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

0.82% more ownership

Funds ownership: 193.46%194.27% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
47
Increased
93
Reduced
92
Closed
31
Calls
$16M
Puts
$7.65M
Net Calls
+$8.38M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$33.3M +$1.29M +50,576 +4%
CRM
27
Cramer Rosenthal McGlynn
Connecticut
$33.1M -$5.36M -210,515 -14%
GKIM
28
GW&K Investment Management
Massachusetts
$33M -$366K -14,375 -1%
Charles Schwab
29
Charles Schwab
California
$31.2M +$116K +4,558 +0.4%
Bank of America
30
Bank of America
North Carolina
$30M +$975K +38,301 +3%
TCM
31
Tributary Capital Management
Nebraska
$29.6M +$16.7K +657 +0.1%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$28M -$791K -31,054 -3%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$27.6M -$9.22K -362 -0%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$26.8M +$103K +4,041 +0.4%
Ameriprise
35
Ameriprise
Minnesota
$21.4M +$2.85M +111,791 +16%
APG Asset Management
36
APG Asset Management
Netherlands
$19.9M +$22M +863,100 New
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$19.3M +$412K +16,200 +2%
SFM
38
Systematic Financial Management
New Jersey
$19.1M -$4.05M -159,151 -18%
KCM
39
Kennedy Capital Management
Missouri
$18.4M -$9.39M -368,836 -35%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$18M -$6.36M -249,957 -27%
PFMOSF
41
Philadelphia Financial Management of San Francisco
California
$17.6M -$3.57M -140,281 -17%
EVM
42
Eaton Vance Management
Massachusetts
$16.2M +$2M +78,687 +15%
HAM
43
Hillcrest Asset Management
Texas
$15.6M +$93.6K +3,676 +0.6%
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$15.4M
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$14.9M -$1.35M -53,039 -9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12.8M -$135K -5,283 -1%
Citadel Advisors
47
Citadel Advisors
Florida
$12.5M +$7.59M +298,012 +168%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$12.4M -$192K -7,551 -2%
RCAMU
49
Rothschild & Co Asset Management US
Connecticut
$12M +$363K +14,240 +3%
AII
50
AGF Investments Inc
Ontario, Canada
$11.2M +$6.9M +270,931 +172%

SF Hedge Fund Activity: Q2 2019 in Review

280 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2019, worth a combined $3.6B — up 11% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SF positions and 31 closed out — a net gain of 16 holders — while 93 added to existing stakes and 92 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $41.2M. The largest seller was Samlyn Capital, exiting entirely with an estimated $23.3M sold.

  • 280 institutional investors held Stifel (SF) as of Q2 2019, up from 268 in Q1 2019.
  • Funds reported $3.6B of Stifel stock for Q2 2019, up 11% quarter-over-quarter.
  • 47 funds opened new Stifel positions in Q2 2019 and 31 closed out, a net change of +16 holders.
  • The largest Stifel buyer in Q2 2019 was Nuveen, an estimated $41.2M added.
  • The largest Stifel seller in Q2 2019 was Samlyn Capital, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2019.