We are live on ! Find out more
SF

Stifel
SF

221 hedge funds and large institutions have $2.14B invested in Stifel in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $9.95M | Put options by funds: $3.18M

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $1.85B → $2.14B (+$288M)

4% more funds holding

Funds holding: 213 → 221 (+8)

5% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 81

8.42% less ownership

Funds ownership: 199.16% → 190.74% (-8.4%)

Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
5.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
77
Reduced
81
Closed
20
Calls
$9.95M
Puts
$3.18M
Net Calls
+$6.78M
Net Calls Change
-$2.44M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$32.1M
2
Boston Partners
Boston Partners
Massachusetts
+$12.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.8M
4
Millennium Management
Millennium Management
New York
+$9.9M
5
CCM
Channing Capital Management
Illinois
+$8.46M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$70.4M
2
Wells Fargo
Wells Fargo
California
-$39.5M
3
SC
Samlyn Capital
New York
-$23.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$17.5M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$2.9M -$338K -21,013 -11%
SEI Investments
77
SEI Investments
Pennsylvania
$2.78M +$594K +36,990 +29%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$2.47M – – –
UBS AM
79
UBS AM
Illinois
$2.21M +$113K +7,056 +6%
PPA
80
Parametric Portfolio Associates
Washington
$2.14M +$154K +9,571 +8%
BG
81
BlackRock Group
United Kingdom
$1.98M +$60.6K +3,771 +3%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.97M +$323K +20,117 +21%
MOACM
83
Mutual of America Capital Management
New York
$1.96M +$353 +22 +0%
TPSF
84
Texas Permanent School Fund
Texas
$1.94M -$14K -873 -0.8%
AC
85
Alpenglow Capital
California
$1.93M +$1.82M +113,103 New
Comerica Bank
86
Comerica Bank
Texas
$1.86M +$6.46K +402 +0.4%
WB
87
WesBanco Bank
West Virginia
$1.75M – – –
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$1.71M -$23.5K -1,463 -1%
BlackRock
89
BlackRock
New York
$1.61M -$604K -37,618 -28%
GC
90
Guggenheim Capital
Illinois
$1.61M +$280K +17,455 +23%
Canada Life
91
Canada Life
Manitoba, Canada
$1.53M – – –
Barrow, Hanley, Mewhinney & Strauss
92
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36M +$26.1K +1,627 +2%
CC
93
Cipher Capital
New York
$1.25M +$8.53K +531 +0.7%
First Trust Advisors
94
First Trust Advisors
Illinois
$1.24M -$198K -12,346 -15%
Deutsche Bank
95
Deutsche Bank
Germany
$1.21M -$684K -42,557 -38%
MSA
96
Mason Street Advisors
Wisconsin
$1.18M +$11.6K +722 +1%
MERSOM
97
Municipal Employees' Retirement System of Michigan
Michigan
$1.15M +$14.8K +923 +1%
LMGAM
98
Liberty Mutual Group Asset Management
Massachusetts
$1.14M -$21.6K -1,347 -2%
N
99
Nuveen
North Carolina
$1.11M – – –
BCM
100
Brown Capital Management
Maryland
$1.11M – – –
2 3
4
5 6

SF Hedge Fund Activity: Q3 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2016, worth a combined $2.14B — up 16% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SF positions and 20 closed out — a net gain of 9 holders — while 77 added to existing stakes and 81 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $32.1M. The largest seller was Macquarie Group, cutting an estimated $70.4M.

  • 221 institutional investors held Stifel (SF) as of Q3 2016, up from 213 in Q2 2016.
  • Funds reported $2.14B of Stifel stock for Q3 2016, up 16% quarter-over-quarter.
  • 29 funds opened new Stifel positions in Q3 2016 and 20 closed out, a net change of +9 holders.
  • The largest Stifel buyer in Q3 2016 was Goldman Sachs, an estimated $32.1M added.
  • The largest Stifel seller in Q3 2016 was Macquarie Group, an estimated $70.4M sold.

Based on aggregated 13F filings for Q3 2016.