Stifel
257 hedge funds and large institutions have $3B invested in Stifel in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 17 closing their positions.
194% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 17
32% more call options, than puts
Call options by funds: $25.1M | Put options by funds: $18.9M
22% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 73
11% more funds holding
Funds holding: 231 → 257 (+26)
2% more capital invested
Capital invested by funds: $2.94B → $3B (+$57.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.67% less ownership
Funds ownership: 199.85% → 197.18% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$367M |
| 2 |
CCI
Columbus Circle Investors
|
+$26.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$11.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$21.8M |
| 2 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$18.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$18.1M |
| 4 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$11.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.58M |
SF Hedge Fund Activity: Q1 2017 in Review
257 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2017, worth a combined $3B — up 1.9% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SF positions and 17 closed out — a net gain of 33 holders — while 89 added to existing stakes and 73 trimmed.
The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Citadel Advisors, cutting an estimated $21.8M.
- 257 institutional investors held Stifel (SF) as of Q1 2017, up from 231 in Q4 2016.
- Funds reported $3B of Stifel stock for Q1 2017, up 1.9% quarter-over-quarter.
- 50 funds opened new Stifel positions in Q1 2017 and 17 closed out, a net change of +33 holders.
- The largest Stifel buyer in Q1 2017 was BlackRock, an estimated $367M added.
- The largest Stifel seller in Q1 2017 was Citadel Advisors, an estimated $21.8M sold.
Based on aggregated 13F filings for Q1 2017.