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SF

Stifel
SF

278 hedge funds and large institutions have $3.64B invested in Stifel in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more funds holding

Funds holding: 233 → 278 (+45)

12% more capital invested

Capital invested by funds: $3.26B → $3.64B (+$375M)

1.6% more ownership

Funds ownership: 201.41% → 203% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 93

16% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $17M

Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
59
Increased
86
Reduced
93
Closed
13
Calls
$14.3M
Puts
$17M
Net Calls
-$2.73M
Net Calls Change
+$19.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$20.2M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$16M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$15.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.5M
5
BlackRock
BlackRock
New York
+$11.4M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$35.7M
2
Invesco
Invesco
Georgia
-$16.3M
3
SAM
Sentinel Asset Management
Vermont
-$15.5M
4
American Century Companies
American Century Companies
Missouri
-$12.5M
5
Bank of America
Bank of America
North Carolina
-$9.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$5.57M +$118K +4,812 +2%
FNBOO
77
First National Bank of Omaha
Nebraska
$5.29M +$290K +11,869 +5%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$5.27M +$21.7K +886 +0.4%
AI
79
Axiom Investors
Connecticut
$5.25M +$4.85M +198,236 New
FC
80
Fairpointe Capital
Illinois
$5.22M -$793K -32,400 -14%
Comerica Bank
81
Comerica Bank
Texas
$5.2M -$97.7K -3,993 -2%
SEI Investments
82
SEI Investments
Pennsylvania
$5.11M +$1.81K +74 +0%
MIM
83
MetLife Investment Management
New Jersey
$4.33M +$4M +163,665 New
CCMH
84
Cornerstone Capital Management Holdings
New York
$3.73M +$3.45M +141,179 New
ORI
85
Oak Ridge Investments
Illinois
$3.63M -$2.48M -101,250 -42%
CIP
86
Convergence Investment Partners
Florida
$3.36M -$1.3M -52,989 -29%
MOACM
87
Mutual of America Capital Management
New York
$3.35M +$79.6K +3,255 +3%
EMR
88
Errol M. Rudman
$3.25M – – –
DIA
89
Dana Investment Advisors
Wisconsin
$3.2M -$96.3K -3,937 -3%
BCM
90
BlueMar Capital Management
Florida
$3.12M -$919K -37,552 -24%
UBS AM
91
UBS AM
Illinois
$3.04M +$130K +5,303 +5%
ASRS
92
Arizona State Retirement System
Arizona
$2.94M +$580K +23,715 +27%
AQR Capital Management
93
AQR Capital Management
Connecticut
$2.88M -$452K -18,463 -14%
Barclays
94
Barclays
United Kingdom
$2.87M +$1.65M +67,588 +165%
TPSF
95
Texas Permanent School Fund
Texas
$2.76M -$198K -8,073 -7%
ERSOT
96
Employees Retirement System of Texas
Texas
$2.5M – – –
LMIM
97
Lockheed Martin Investment Management
Maryland
$2.47M +$2.28M +93,150 New
Canada Life
98
Canada Life
Manitoba, Canada
$2.4M +$28.3K +1,156 +1%
AIA
99
Avalon Investment & Advisory
Texas
$2.4M +$2.21M +90,450 New
GC
100
Guggenheim Capital
Illinois
$2.31M +$339K +13,869 +19%
2 3
4
5 6

SF Hedge Fund Activity: Q4 2017 in Review

278 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2017, worth a combined $3.64B — up 12% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 13 closed out — a net gain of 46 holders — while 86 added to existing stakes and 93 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.2M. The largest seller was Eagle Asset Management, cutting an estimated $35.7M.

  • 278 institutional investors held Stifel (SF) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $3.64B of Stifel stock for Q4 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q4 2017 and 13 closed out, a net change of +46 holders.
  • The largest Stifel buyer in Q4 2017 was Goldman Sachs, an estimated $20.2M added.
  • The largest Stifel seller in Q4 2017 was Eagle Asset Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2017.