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SF

Stifel

231 hedge funds and large institutions have $2.94B invested in Stifel in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $7.72M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

37% more capital invested

Capital invested by funds: $2.14B → $2.94B (+$800M)

9.11% more ownership

Funds ownership: 190.74%199.85% (+9.1%)

5% more funds holding

Funds holding: 221231 (+10)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
83
Reduced
78
Closed
18
Calls
$26.7M
Puts
$7.72M
Net Calls
+$19M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Buckhead Capital Management
Georgia
$4.77M -$63.2K -3,150 -1%
FNBOO
77
First National Bank of Omaha
Nebraska
$4.33M +$2.89M +143,899 +239%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$4.27M +$10.6K +526 +0.3%
CS
79
Credit Suisse
Switzerland
$4.25M +$435K +21,674 +13%
SEI Investments
80
SEI Investments
Pennsylvania
$3.84M +$205K +10,193 +6%
PPA
81
Parametric Portfolio Associates
Washington
$3.84M +$952K +47,397 +38%
ERSOT
82
Employees Retirement System of Texas
Texas
$3.55M +$3.21M +159,750 New
Comerica Bank
83
Comerica Bank
Texas
$3.45M +$952K +47,442 +45%
Legal & General Group
84
Legal & General Group
United Kingdom
$3.44M +$784K +39,051 +34%
Citigroup
85
Citigroup
New York
$3.38M +$1.95M +97,212 +176%
EMR
86
Errol M. Rudman
$3.22M +$2.26M +112,500 +345%
BNP Paribas Asset Management
87
BNP Paribas Asset Management
France
$3.01M -$181K -9,000 -6%
BCM
88
BlueMar Capital Management
Florida
$2.88M +$2.6M +129,600 New
BG
89
BlackRock Group
United Kingdom
$2.8M +$207K +10,300 +9%
MAP
90
Moody Aldrich Partners
Massachusetts
$2.71M +$1.63M +81,068 +199%
GC
91
Guggenheim Capital
Illinois
$2.64M +$493K +24,561 +26%
MOACM
92
Mutual of America Capital Management
New York
$2.6M +$55.7K +2,775 +2%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$2.58M +$2.17M +107,964 +1,252%
TPSF
94
Texas Permanent School Fund
Texas
$2.41M -$95.6K -4,761 -4%
WB
95
WesBanco Bank
West Virginia
$2.27M
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$2.18M -$42K -2,093 -2%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$2.18M -$4.83M -240,565 -71%
BlackRock
98
BlackRock
New York
$2.06M -$35.2K -1,755 -2%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$2M +$1.81M +90,000 New
Barrow, Hanley, Mewhinney & Strauss
100
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.97M +$178K +8,862 +11%

SF Hedge Fund Activity: Q4 2016 in Review

231 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2016, worth a combined $2.94B — up 37% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.5M. The largest seller was Millennium Management, exiting entirely with an estimated $10.5M sold.

  • 231 institutional investors held Stifel (SF) as of Q4 2016, up from 221 in Q3 2016.
  • Funds reported $2.94B of Stifel stock for Q4 2016, up 37% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q4 2016 and 18 closed out, a net change of +12 holders.
  • The largest Stifel buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $25.5M added.
  • The largest Stifel seller in Q4 2016 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.