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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
American Century Companies
51
American Century Companies
Missouri
$10M -$785K -44,968 -8%
TG
52
TCW Group
California
$9.96M -$1.05M -60,224 -10%
BCM
53
Brown Capital Management
Maryland
$9.75M
KCM
54
Kennedy Capital Management
Missouri
$8.69M -$204K -11,666 -2%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$7.21M +$6.87M +393,345 New
EAM
56
EULAV Asset Management
Florida
$7.13M -$393K -22,500 -5%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$6.78M +$901K +51,588 +16%
Charles Schwab
58
Charles Schwab
California
$6.54M +$249K +14,247 +4%
TCM
59
Tributary Capital Management
Nebraska
$6.46M -$916K -52,445 -13%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.86M +$1.19M +68,400 +27%
Deutsche Bank
61
Deutsche Bank
Germany
$5.72M +$3.16M +180,870 +137%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$5.69M -$94.3K -5,400 -2%
Prudential Financial
63
Prudential Financial
New Jersey
$5.63M +$133K +7,594 +3%
NIM
64
Northeast Investment Management
Massachusetts
$5.2M +$1.15M +65,822 +30%
ICM
65
IronBridge Capital Management
Illinois
$4.89M -$9.96M -570,590 -68%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$4.71M +$140K +8,001 +3%
RFC
67
Russell Frank Company
Washington
$4.56M -$5.3M -303,750 -55%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$4.44M -$5.34K -306 -0.1%
SB
69
Suntrust Banks
Georgia
$4.08M -$1.32M -75,629 -25%
BAAM
70
Baker Avenue Asset Management
California
$3.84M +$793K +45,426 +28%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.76M -$1.11M -63,666 -24%
SGCIA
72
Smith Graham & Co Investment Advisors
Texas
$3.71M -$36.9K -2,115 -1%
TA
73
Teachers Advisors
New York
$3.62M +$147K +8,444 +4%
BG
74
BlackRock Group
United Kingdom
$3.15M +$387K +22,153 +15%
MOACM
75
Mutual of America Capital Management
New York
$2.87M +$69K +3,953 +3%

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.