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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
N
76
Nuveen
North Carolina
$2.7M -$2.78M -159,160 -52%
Comerica Bank
77
Comerica Bank
Texas
$2.7M +$113K +6,493 +5%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$2.64M -$157K -8,984 -6%
TPSF
79
Texas Permanent School Fund
Texas
$2.58M -$145K -8,301 -6%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$2.57M +$2.45M +140,175 New
Macquarie Group
81
Macquarie Group
Australia
$2.54M -$95.1K -5,445 -4%
ICOM
82
Investment Counselors of Maryland
Maryland
$2.41M -$1.97K -113 -0.1%
SCM
83
Signia Capital Management
Washington
$2.38M -$16.9K -970 -0.7%
Swiss National Bank
84
Swiss National Bank
Switzerland
$2.31M +$43.2K +2,475 +2%
SIA
85
Sit Investment Associates
Minnesota
$2.24M
EMR
86
Errol M. Rudman
$2.21M +$393K +22,500 +23%
ASRS
87
Arizona State Retirement System
Arizona
$2.19M
ProShare Advisors
88
ProShare Advisors
Maryland
$2.16M -$821 -47 -0%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$2.09M -$8.52K -488 -0.4%
NFA
90
Nationwide Fund Advisors
Ohio
$2.08M +$135K +7,708 +7%
NTCOC
91
Northern Trust Company of Connecticut
Connecticut
$2.01M +$62.8K +3,595 +3%
AIG
92
American International Group
New York
$1.98M +$17.4K +995 +0.9%
Citadel Advisors
93
Citadel Advisors
Florida
$1.92M +$1.83M +104,609 New
WB
94
WesBanco Bank
West Virginia
$1.85M
PPA
95
Parametric Portfolio Associates
Washington
$1.7M -$210K -12,043 -11%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.68M -$39.3K -2,250 -2%
PA
97
Profund Advisors
Maryland
$1.55M +$884K +50,618 +148%
TA
98
Teton Advisors
New York
$1.5M +$251K +14,398 +21%
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$1.44M
Barclays
100
Barclays
United Kingdom
$1.35M -$347K -19,849 -21%

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.