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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
Public Employees Retirement Association of Colorado
51
Public Employees Retirement Association of Colorado
Colorado
$10.7M -$321K -12,600 -3%
AIG
52
American International Group
New York
$10.7M -$316K -12,422 -3%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.2M -$268K -10,521 -3%
Legal & General Group
54
Legal & General Group
United Kingdom
$8.75M +$2.97M +116,808 +54%
MOACM
55
Mutual of America Capital Management
New York
$8.4M +$4.44M +174,470 +120%
PFC
56
Phocas Financial Corp
California
$8.2M -$856K -33,636 -10%
Swiss National Bank
57
Swiss National Bank
Switzerland
$7.9M +$143K +5,625 +2%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$7.84M -$2.25M -88,216 -23%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$7.72M +$5.25M +206,208 +234%
EAM
60
EULAV Asset Management
Florida
$7.39M
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$7.04M +$6.32M +248,402 +1,254%
PPA
62
Parametric Portfolio Associates
Washington
$6.71M +$508K +19,964 +8%
USAA
63
United Services Automobile Association
Texas
$6.64M +$2.88M +113,294 +81%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$6.34M +$573K +22,500 +10%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$6.26M -$20.9K -821 -0.3%
Millennium Management
66
Millennium Management
New York
$6.17M -$22.5M -882,245 -79%
PFBT
67
Parkside Financial Bank & Trust
Missouri
$6.11M -$1.05M -41,047 -15%
SGCIA
68
Smith Graham & Co Investment Advisors
Texas
$6.03M -$257K -10,080 -4%
Man Group
69
Man Group
United Kingdom
$6.02M +$5.84M +229,419 New
Point72 Asset Management
70
Point72 Asset Management
Connecticut
$5.91M +$5.27M +207,030 +1,155%
SEI Investments
71
SEI Investments
Pennsylvania
$5.77M +$1.15M +45,230 +26%
PAM
72
Panagora Asset Management
Massachusetts
$5.75M +$5.3M +208,321 +1,954%
AQR Capital Management
73
AQR Capital Management
Connecticut
$5.7M +$4.95M +194,571 +788%
CAM
74
ClariVest Asset Management
California
$5.67M +$2.37M +93,168 +76%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$5.54M +$1M +39,388 +23%

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.