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SF

Stifel

280 hedge funds and large institutions have $3.6B invested in Stifel in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $16M | Put options by funds: $7.65M

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $3.26B → $3.6B (+$343M)

4% more funds holding

Funds holding: 268280 (+12)

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

0.82% more ownership

Funds ownership: 193.46%194.27% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
47
Increased
93
Reduced
92
Closed
31
Calls
$16M
Puts
$7.65M
Net Calls
+$8.38M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$5.44M -$87.2K -3,423 -2%
QI
77
QS Investors
New York
$5.05M
GC
78
Guggenheim Capital
Illinois
$4.99M +$26K +1,022 +0.5%
Barrow, Hanley, Mewhinney & Strauss
79
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.86M +$169K +6,649 +4%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$4.79M +$2.16M +84,656 +86%
Jacobs Levy Equity Management
81
Jacobs Levy Equity Management
New Jersey
$4.74M +$4.59M +180,428 New
SSA
82
Schonfeld Strategic Advisors
New York
$4.58M +$3.91M +153,592 +742%
UBS AM
83
UBS AM
Illinois
$4.54M +$298K +11,694 +7%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$4.28M -$1M -39,360 -19%
MIM
85
MetLife Investment Management
New Jersey
$4.28M -$51.3K -2,014 -1%
Arrowstreet Capital
86
Arrowstreet Capital
Massachusetts
$4.25M +$4.12M +161,771 New
Barclays
87
Barclays
United Kingdom
$4.14M +$2.1M +82,308 +109%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$4M +$2.36M +92,570 +155%
Boston Partners
89
Boston Partners
Massachusetts
$3.9M -$21.4M -839,979 -85%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$3.77M +$3.15M +123,856 +629%
Federated Hermes
91
Federated Hermes
Pennsylvania
$3.75M +$2.18M +85,509 +150%
CS
92
Credit Suisse
Switzerland
$3.63M -$673K -26,444 -16%
3C
93
361 Capital
Colorado
$3.43M +$3.33M +130,741 New
CRC
94
Curi RMB Capital
Illinois
$3.3M -$23.8K -936 -0.7%
MAP
95
Moody Aldrich Partners
Massachusetts
$3.22M +$80K +3,141 +3%
ASRS
96
Arizona State Retirement System
Arizona
$3.03M -$14.5K -571 -0.5%
TAM
97
Trillium Asset Management
Massachusetts
$2.97M +$331K +13,016 +13%
TPSF
98
Texas Permanent School Fund
Texas
$2.84M -$44.6K -1,752 -2%
UBS Group
99
UBS Group
Switzerland
$2.83M +$1.31M +51,433 +91%
WB
100
WesBanco Bank
West Virginia
$2.7M

SF Hedge Fund Activity: Q2 2019 in Review

280 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2019, worth a combined $3.6B — up 11% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SF positions and 31 closed out — a net gain of 16 holders — while 93 added to existing stakes and 92 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $41.2M. The largest seller was Samlyn Capital, exiting entirely with an estimated $23.3M sold.

  • 280 institutional investors held Stifel (SF) as of Q2 2019, up from 268 in Q1 2019.
  • Funds reported $3.6B of Stifel stock for Q2 2019, up 11% quarter-over-quarter.
  • 47 funds opened new Stifel positions in Q2 2019 and 31 closed out, a net change of +16 holders.
  • The largest Stifel buyer in Q2 2019 was Nuveen, an estimated $41.2M added.
  • The largest Stifel seller in Q2 2019 was Samlyn Capital, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2019.