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SF

Stifel

288 hedge funds and large institutions have $3.73B invested in Stifel in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $8.31M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

4% more funds holding

Funds holding: 278288 (+10)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

3% more capital invested

Capital invested by funds: $3.64B → $3.73B (+$91.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.73% less ownership

Funds ownership: 203%197.28% (-5.7%)

Holders
288
Holders Change
+10
Holders Change %
+3.6%
% of All Funds
6.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
103
Reduced
94
Closed
33
Calls
$13.5M
Puts
$8.31M
Net Calls
+$5.23M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$13.8M
MFIMFI
52
Mesirow Financial Investment Management - Fixed Income
Illinois
$12.6M -$3.9M -137,588 -22%
Public Employees Retirement Association of Colorado
53
Public Employees Retirement Association of Colorado
Colorado
$12.4M
Deutsche Bank
54
Deutsche Bank
Germany
$12.1M -$3.01M -106,097 -19%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$12.1M -$627K -22,142 -5%
RCAMU
56
Rothschild & Co Asset Management US
Connecticut
$11.2M -$672K -23,702 -5%
AIG
57
American International Group
New York
$10.9M -$18.4K -648 -0.2%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$10.1M +$112K +3,942 +1%
MSL
59
Mackay Shields LLC
New York
$9.7M +$10.4M +368,582 New
PFC
60
Phocas Financial Corp
California
$9.68M +$4.16M +146,689 +66%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.59M +$13.6K +481 +0.1%
BFC
62
Banc Funds Company
Illinois
$8.51M -$2.3M -81,000 -20%
PPA
63
Parametric Portfolio Associates
Washington
$8.08M +$1.13M +40,039 +15%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$7.73M +$1.13M +39,711 +16%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$7.49M -$381K -13,462 -5%
EAM
66
EULAV Asset Management
Florida
$7.41M
American Century Companies
67
American Century Companies
Missouri
$7.23M +$546K +19,265 +8%
Swiss National Bank
68
Swiss National Bank
Switzerland
$7.05M +$166K +5,850 +2%
CCI
69
Columbus Circle Investors
$6.75M -$28.4K -1,001 -0.4%
SGCIA
70
Smith Graham & Co Investment Advisors
Texas
$6.68M -$81.6K -2,880 -1%
Barrow, Hanley, Mewhinney & Strauss
71
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.61M -$333K -11,766 -4%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$6.16M
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$6.01M -$227K -8,010 -3%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$6M +$5.33M +188,028 +469%
Renaissance Technologies
75
Renaissance Technologies
New York
$5.84M +$6.29M +222,023 New

SF Hedge Fund Activity: Q1 2018 in Review

288 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2018, worth a combined $3.73B — up 2.5% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SF positions and 33 closed out — a net gain of 15 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $46M. The largest seller was Millennium Management, cutting an estimated $70.3M.

  • 288 institutional investors held Stifel (SF) as of Q1 2018, up from 278 in Q4 2017.
  • Funds reported $3.73B of Stifel stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 48 funds opened new Stifel positions in Q1 2018 and 33 closed out, a net change of +15 holders.
  • The largest Stifel buyer in Q1 2018 was Prudential Financial, an estimated $46M added.
  • The largest Stifel seller in Q1 2018 was Millennium Management, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2018.