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SF

Stifel

283 hedge funds and large institutions have $3.23B invested in Stifel in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $3.02M

1% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 99

2% less funds holding

Funds holding: 288283 (-5)

2.52% less ownership

Funds ownership: 197.28%194.76% (-2.5%)

13% less capital invested

Capital invested by funds: $3.73B → $3.23B (-$496M)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
283
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
6.48%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
100
Reduced
99
Closed
32
Calls
$13.4M
Puts
$3.02M
Net Calls
+$10.4M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
76
First National Bank of Omaha
Nebraska
$4.98M -$51.3K -1,973 -0.9%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$4.84M -$15.6K -599 -0.3%
Legal & General Group
78
Legal & General Group
United Kingdom
$4.63M -$230K -8,844 -4%
CCI
79
Columbus Circle Investors
$4.56M -$1.56M -59,861 -23%
SEI Investments
80
SEI Investments
Pennsylvania
$4.18M +$168K +6,451 +4%
MIM
81
MetLife Investment Management
New Jersey
$4M +$140K +5,380 +3%
DIA
82
Dana Investment Advisors
Wisconsin
$3.59M +$412K +15,831 +11%
MAP
83
Moody Aldrich Partners
Massachusetts
$3.41M +$2.06M +79,173 +117%
JIR
84
James Investment Research
Ohio
$3.4M +$1.6M +61,538 +72%
SC
85
Skylands Capital
Wisconsin
$3.37M +$3.78M +145,238 New
CRC
86
Curi RMB Capital
Illinois
$3.29M -$1.9M -72,951 -34%
MOACM
87
Mutual of America Capital Management
New York
$3.27M +$103K +3,951 +3%
AQR Capital Management
88
AQR Capital Management
Connecticut
$3.27M +$739K +28,408 +25%
UBS AM
89
UBS AM
Illinois
$3.17M +$38.3K +1,471 +1%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$3.13M +$1.56M +59,848 +80%
Comerica Bank
91
Comerica Bank
Texas
$3.12M -$135K -5,173 -4%
WB
92
WesBanco Bank
West Virginia
$2.93M +$315K +12,089 +11%
VIA
93
Vident Investment Advisory
Georgia
$2.79M +$46.7K +1,795 +2%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$2.61M +$2.93M +112,500 New
Russell Investments Group
95
Russell Investments Group
United Kingdom
$2.61M -$3.02M -115,958 -51%
ASRS
96
Arizona State Retirement System
Arizona
$2.6M +$64.4K +2,475 +2%
CAM
97
ClariVest Asset Management
California
$2.44M -$2.21M -84,845 -45%
Nordea Investment Management
98
Nordea Investment Management
Sweden
$2.44M -$29.3K -1,125 -1%
AI
99
Axiom Investors
Connecticut
$2.42M -$1.79M -68,899 -40%
TPSF
100
Texas Permanent School Fund
Texas
$2.41M -$80.9K -3,108 -3%

SF Hedge Fund Activity: Q2 2018 in Review

283 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2018, worth a combined $3.23B — down 13% from $3.73B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SF and 27 opened new positions — a net loss of 5 holders — while 99 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Prudential Financial, cutting an estimated $20.9M.

  • 283 institutional investors held Stifel (SF) as of Q2 2018, down from 288 in Q1 2018.
  • Funds reported $3.23B of Stifel stock for Q2 2018, down 13% quarter-over-quarter.
  • 27 funds opened new Stifel positions in Q2 2018 and 32 closed out, a net change of -5 holders.
  • The largest Stifel buyer in Q2 2018 was BlackRock, an estimated $24.9M added.
  • The largest Stifel seller in Q2 2018 was Prudential Financial, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2018.