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SF

Stifel
SF

286 hedge funds and large institutions have $3.53B invested in Stifel in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 77 increasing their positions, 117 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.03M

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

8% more funds holding

Funds holding: 266 → 286 (+20)

1.12% more ownership

Funds ownership: 190.89% → 192.01% (+1.1%)

4% more capital invested

Capital invested by funds: $3.38B → $3.53B (+$151M)

34% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 117

Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
5.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
42
Increased
77
Reduced
117
Closed
14
Calls
$15.2M
Puts
$4.03M
Net Calls
+$11.1M
Net Calls Change
+$1.43M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$22.4M
2
BlackRock
BlackRock
New York
+$19.7M
3
Morgan Stanley
Morgan Stanley
New York
+$9.36M
4
EARNEST Partners
EARNEST Partners
Georgia
+$8.06M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$7.07M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$26.4M
3
Wells Fargo
Wells Fargo
California
-$13M
4
SSA
Schonfeld Strategic Advisors
New York
-$10.5M
5
CCM
Channing Capital Management
Illinois
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$4.12M -$405K -15,502 -9%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$3.94M +$1.72M +65,892 +82%
CM
78
Castleark Management
Illinois
$3.94M +$3.82M +146,115 New
CAM
79
ClariVest Asset Management
California
$3.63M -$4.51M -172,398 -56%
Citigroup
80
Citigroup
New York
$3.52M +$3.11M +118,868 +1,024%
PFBT
81
Parkside Financial Bank & Trust
Missouri
$3.36M -$1.18M -45,000 -27%
CRC
82
Curi RMB Capital
Illinois
$3.35M -$49.9K -1,911 -2%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$3.33M -$287K -10,984 -8%
Boston Partners
84
Boston Partners
Massachusetts
$3.24M -$653K -24,995 -17%
SEI Investments
85
SEI Investments
Pennsylvania
$3.17M -$920K -35,192 -23%
First Trust Advisors
86
First Trust Advisors
Illinois
$3.12M +$667K +25,507 +28%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$3.06M +$2.97M +113,598 New
AI
88
Axiom Investors
Connecticut
$2.92M +$974K +37,274 +52%
Comerica Bank
89
Comerica Bank
Texas
$2.87M -$29.7K -1,136 -1%
TPSF
90
Texas Permanent School Fund
Texas
$2.84M -$34.9K -1,337 -1%
FNBOO
91
First National Bank of Omaha
Nebraska
$2.83M +$235K +8,975 +9%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$2.81M +$4.94K +189 +0.2%
WB
93
WesBanco Bank
West Virginia
$2.77M – – –
CSS
94
Cubist Systematic Strategies
Connecticut
$2.72M +$2.25M +86,072 +583%
SG Americas Securities
95
SG Americas Securities
New York
$2.65M +$1.15M +44,087 +81%
Citadel Advisors
96
Citadel Advisors
Florida
$2.43M -$5.91M -225,939 -72%
VIA
97
Vident Investment Advisory
Georgia
$2.39M +$2.32M +88,780 New
MSL
98
Mackay Shields LLC
New York
$2.37M +$2.3M +87,975 New
ASRS
99
Arizona State Retirement System
Arizona
$2.35M -$270K -10,337 -11%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$2.34M -$300K -11,462 -12%
2 3
4
5 6

SF Hedge Fund Activity: Q4 2019 in Review

286 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2019, worth a combined $3.53B — up 4.5% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SF positions and 14 closed out — a net gain of 28 holders — while 77 added to existing stakes and 117 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $22.4M. The largest seller was Fidelity Investments, cutting an estimated $26.8M.

  • 286 institutional investors held Stifel (SF) as of Q4 2019, up from 266 in Q3 2019.
  • Funds reported $3.53B of Stifel stock for Q4 2019, up 4.5% quarter-over-quarter.
  • 42 funds opened new Stifel positions in Q4 2019 and 14 closed out, a net change of +28 holders.
  • The largest Stifel buyer in Q4 2019 was Allianz Asset Management, an estimated $22.4M added.
  • The largest Stifel seller in Q4 2019 was Fidelity Investments, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2019.