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SF

Stifel
SF

286 hedge funds and large institutions have $3.53B invested in Stifel in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 77 increasing their positions, 117 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.03M

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

8% more funds holding

Funds holding: 266 → 286 (+20)

1.12% more ownership

Funds ownership: 190.89% → 192.01% (+1.1%)

4% more capital invested

Capital invested by funds: $3.38B → $3.53B (+$151M)

34% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 117

Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
5.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
42
Increased
77
Reduced
117
Closed
14
Calls
$15.2M
Puts
$4.03M
Net Calls
+$11.1M
Net Calls Change
+$1.43M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$22.4M
2
BlackRock
BlackRock
New York
+$19.7M
3
Morgan Stanley
Morgan Stanley
New York
+$9.36M
4
EARNEST Partners
EARNEST Partners
Georgia
+$8.06M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$7.07M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$26.4M
3
Wells Fargo
Wells Fargo
California
-$13M
4
SSA
Schonfeld Strategic Advisors
New York
-$10.5M
5
CCM
Channing Capital Management
Illinois
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$32M -$13M -498,838 -30%
PCM
27
Peregrine Capital Management
Minnesota
$31.6M -$357K -13,677 -1%
TCM
28
Tributary Capital Management
Nebraska
$28.5M -$847K -32,388 -3%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$27.5M -$1.42M -54,324 -5%
CRM
30
Cramer Rosenthal McGlynn
Connecticut
$27.3M -$1.15M -44,181 -4%
Bank of America
31
Bank of America
North Carolina
$26.8M -$1.51M -57,740 -5%
Allianz Asset Management
32
Allianz Asset Management
Germany
$23.1M +$22.4M +856,532 New
VOYA Investment Management
33
VOYA Investment Management
Georgia
$22.4M -$1.42M -54,288 -6%
AQR Capital Management
34
AQR Capital Management
Connecticut
$21.9M +$7.07M +270,648 +50%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$19.8M – – –
SFM
36
Systematic Financial Management
New Jersey
$18.4M +$490K +18,756 +3%
Man Group
37
Man Group
United Kingdom
$18.2M +$2.97M +113,724 +20%
Ameriprise
38
Ameriprise
Minnesota
$16.7M -$4.32M -165,143 -21%
EVM
39
Eaton Vance Management
Massachusetts
$16.6M – – –
Morgan Stanley
40
Morgan Stanley
New York
$15.6M +$9.36M +358,042 +163%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$15.1M -$118K -4,530 -0.8%
HAM
42
Hillcrest Asset Management
Texas
$15M -$530K -20,279 -4%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$14.9M +$3.68M +140,622 +34%
AII
44
AGF Investments Inc
Ontario, Canada
$14M +$2.36M +90,165 +21%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$13.5M +$260K +9,952 +2%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$13.2M +$4.81M +184,135 +61%
UBS Group
47
UBS Group
Switzerland
$12.4M +$7.04M +269,432 +142%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$12.3M +$2.64M +100,982 +28%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$12M -$624K -23,861 -5%
KCM
50
Kennedy Capital Management
Missouri
$11.1M -$6.97M -266,623 -39%
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SF Hedge Fund Activity: Q4 2019 in Review

286 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2019, worth a combined $3.53B — up 4.5% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SF positions and 14 closed out — a net gain of 28 holders — while 77 added to existing stakes and 117 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $22.4M. The largest seller was Fidelity Investments, cutting an estimated $26.8M.

  • 286 institutional investors held Stifel (SF) as of Q4 2019, up from 266 in Q3 2019.
  • Funds reported $3.53B of Stifel stock for Q4 2019, up 4.5% quarter-over-quarter.
  • 42 funds opened new Stifel positions in Q4 2019 and 14 closed out, a net change of +28 holders.
  • The largest Stifel buyer in Q4 2019 was Allianz Asset Management, an estimated $22.4M added.
  • The largest Stifel seller in Q4 2019 was Fidelity Investments, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2019.