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SF

Stifel

288 hedge funds and large institutions have $3.73B invested in Stifel in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $8.31M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

4% more funds holding

Funds holding: 278288 (+10)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

3% more capital invested

Capital invested by funds: $3.64B → $3.73B (+$91.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.73% less ownership

Funds ownership: 203%197.28% (-5.7%)

Holders
288
Holders Change
+10
Holders Change %
+3.6%
% of All Funds
6.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
103
Reduced
94
Closed
33
Calls
$13.5M
Puts
$8.31M
Net Calls
+$5.23M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
76
Curi RMB Capital
Illinois
$5.65M -$2.05M -72,489 -25%
BCM
77
Buckhead Capital Management
Georgia
$5.62M
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$5.53M -$11.6K -411 -0.2%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$5.5M +$280K +9,885 +5%
Legal & General Group
80
Legal & General Group
United Kingdom
$5.48M -$254K -8,958 -4%
CS
81
Credit Suisse
Switzerland
$5.36M -$278K -9,808 -5%
FNBOO
82
First National Bank of Omaha
Nebraska
$5.3M +$30.6K +1,080 +0.5%
PAM
83
Panagora Asset Management
Massachusetts
$5.28M +$3.45M +121,757 +155%
CAM
84
ClariVest Asset Management
California
$5M +$5.38M +189,952 New
Man Group
85
Man Group
United Kingdom
$4.79M +$5.15M +181,778 New
Millennium Management
86
Millennium Management
New York
$4.72M -$70.3M -2,482,418 -93%
SEI Investments
87
SEI Investments
Pennsylvania
$4.57M -$557K -19,649 -10%
AI
88
Axiom Investors
Connecticut
$4.56M -$712K -25,128 -13%
AIA
89
Avalon Investment & Advisory
Texas
$4.42M +$2.2M +77,652 +86%
MIM
90
MetLife Investment Management
New Jersey
$4.4M +$96.8K +3,418 +2%
DIA
91
Dana Investment Advisors
Wisconsin
$3.65M +$506K +17,842 +15%
Comerica Bank
92
Comerica Bank
Texas
$3.62M -$1.11M -39,249 -22%
MOACM
93
Mutual of America Capital Management
New York
$3.61M +$297K +10,467 +8%
UBS AM
94
UBS AM
Illinois
$3.56M +$577K +20,372 +18%
BCM
95
BlueMar Capital Management
Florida
$3.36M +$278K +9,823 +8%
EMR
96
Errol M. Rudman
$3.23M
VIA
97
Vident Investment Advisory
Georgia
$3.1M +$3.35M +118,310 New
WB
98
WesBanco Bank
West Virginia
$3.01M +$3.24M +114,181 New
AQR Capital Management
99
AQR Capital Management
Connecticut
$2.96M +$101K +3,553 +3%
LMIM
100
Lockheed Martin Investment Management
Maryland
$2.93M +$510K +18,000 +19%

SF Hedge Fund Activity: Q1 2018 in Review

288 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2018, worth a combined $3.73B — up 2.5% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SF positions and 33 closed out — a net gain of 15 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $46M. The largest seller was Millennium Management, cutting an estimated $70.3M.

  • 288 institutional investors held Stifel (SF) as of Q1 2018, up from 278 in Q4 2017.
  • Funds reported $3.73B of Stifel stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 48 funds opened new Stifel positions in Q1 2018 and 33 closed out, a net change of +15 holders.
  • The largest Stifel buyer in Q1 2018 was Prudential Financial, an estimated $46M added.
  • The largest Stifel seller in Q1 2018 was Millennium Management, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2018.