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SF

Stifel

213 hedge funds and large institutions have $1.85B invested in Stifel in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $4.38M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

12.81% more ownership

Funds ownership: 186.35%199.16% (+13%)

9% more capital invested

Capital invested by funds: $1.69B → $1.85B (+$157M)

2% more funds holding

Funds holding: 208213 (+5)

1% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 75

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
74
Reduced
75
Closed
24
Calls
$13.6M
Puts
$4.38M
Net Calls
+$9.22M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$7.88M +$1.68M +113,157 +25%
Principal Financial Group
52
Principal Financial Group
Iowa
$7.79M +$618K +41,571 +8%
TCM
53
Tributary Capital Management
Nebraska
$7.7M +$821K +55,208 +11%
BFC
54
Banc Funds Company
Illinois
$6.89M
RCAMU
55
Rothschild & Co Asset Management US
Connecticut
$6.53M +$286K +19,211 +4%
TCIM
56
TIAA CREF Investment Management
New York
$6.49M -$288K -19,365 -4%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$6.23M +$321K +21,600 +5%
Ameriprise
58
Ameriprise
Minnesota
$5.41M -$85.2K -5,729 -1%
AIG
59
American International Group
New York
$5.14M -$283K -19,022 -5%
EVM
60
Eaton Vance Management
Massachusetts
$4.92M
NFA
61
Nationwide Fund Advisors
Ohio
$4.88M -$118K -7,933 -2%
MA
62
Montag & Associates
Georgia
$4.86M +$4.11M +276,098 +387%
Public Employees Retirement Association of Colorado
63
Public Employees Retirement Association of Colorado
Colorado
$4.83M
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$4.28M -$788K -52,994 -15%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.24M -$315K -21,189 -7%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.13M -$113K -7,610 -3%
EAM
67
EULAV Asset Management
Florida
$3.93M
Swiss National Bank
68
Swiss National Bank
Switzerland
$3.69M +$181K +12,150 +5%
BA
69
BlackRock Advisors
Delaware
$3.54M +$362K +24,350 +11%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$3.39M -$16.6K -1,114 -0.5%
SGCIA
71
Smith Graham & Co Investment Advisors
Texas
$3.31M -$17.4K -1,170 -0.5%
BCM
72
Buckhead Capital Management
Georgia
$3.27M -$156K -10,458 -4%
MCA
73
Mendon Capital Advisors
Florida
$3.15M
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$3.06M -$348K -23,400 -10%
MPAM
75
Monarch Partners Asset Management
Massachusetts
$2.88M +$3.07M +206,415 New

SF Hedge Fund Activity: Q2 2016 in Review

213 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2016, worth a combined $1.85B — up 9.3% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 24 closed out — a net gain of 6 holders — while 74 added to existing stakes and 75 trimmed.

The largest buyer was Macquarie Group, adding an estimated $67.9M. The largest seller was Stifel Financial, cutting an estimated $115M.

  • 213 institutional investors held Stifel (SF) as of Q2 2016, up from 208 in Q1 2016.
  • Funds reported $1.85B of Stifel stock for Q2 2016, up 9.3% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q2 2016 and 24 closed out, a net change of +6 holders.
  • The largest Stifel buyer in Q2 2016 was Macquarie Group, an estimated $67.9M added.
  • The largest Stifel seller in Q2 2016 was Stifel Financial, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2016.