We are live on ! Find out more
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
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$2.7M -$130K -8,732 -4%
CS
77
Credit Suisse
Switzerland
$2.67M +$133K +8,942 +5%
CEP
78
Chicago Equity Partners
Illinois
$2.11M +$2.25M +151,049 New
BNP Paribas Asset Management
79
BNP Paribas Asset Management
France
$2.02M +$2.15M +144,450 New
EA
80
Emerald Acquisition
Washington
$1.97M +$2.1M +141,201 New
BlackRock
81
BlackRock
New York
$1.84M +$1.02M +68,760 +109%
Morgan Stanley
82
Morgan Stanley
New York
$1.8M -$5.5M -369,738 -74%
SEI Investments
83
SEI Investments
Pennsylvania
$1.76M +$1.47M +98,628 +363%
Comerica Bank
84
Comerica Bank
Texas
$1.72M -$30.9K -2,081 -2%
UBS AM
85
UBS AM
Illinois
$1.71M +$252K +16,951 +16%
PPA
86
Parametric Portfolio Associates
Washington
$1.62M -$823K -55,321 -32%
MOACM
87
Mutual of America Capital Management
New York
$1.6M +$56.9K +3,827 +3%
TPSF
88
Texas Permanent School Fund
Texas
$1.6M -$160K -10,737 -9%
Deutsche Bank
89
Deutsche Bank
Germany
$1.58M -$792K -53,278 -32%
BG
90
BlackRock Group
United Kingdom
$1.57M -$12.3K -826 -0.7%
WB
91
WesBanco Bank
West Virginia
$1.43M
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$1.42M -$279K -18,789 -16%
Legal & General Group
93
Legal & General Group
United Kingdom
$1.33M +$254K +17,109 +22%
Canada Life
94
Canada Life
Manitoba, Canada
$1.25M +$1.06M +71,077 +379%
First Trust Advisors
95
First Trust Advisors
Illinois
$1.19M +$599K +40,268 +90%
Barrow, Hanley, Mewhinney & Strauss
96
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.09M +$237K +15,926 +26%
GC
97
Guggenheim Capital
Illinois
$1.07M -$231K -15,518 -17%
SC
98
SouthState Corp
Florida
$1.04M +$1.11M +74,461 New
SIC
99
Salem Investment Counselors
North Carolina
$1.02M +$1.08M +72,675 New
CC
100
Cipher Capital
New York
$1.01M -$1.19M -80,348 -53%

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.