Stifel
267 hedge funds and large institutions have $2.37B invested in Stifel in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 50 closing their positions.
574% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $1.79M
30% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 86
5.63% less ownership
Funds ownership: 192.01% → 186.38% (-5.6%)
7% less funds holding
Funds holding: 286 → 267 (-19)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
32% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 50
33% less capital invested
Capital invested by funds: $3.53B → $2.37B (-$1.16B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$50.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$24.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$13M |
| 5 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$49.1M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$31.4M |
| 3 |
BlackRock
New York
|
-$28.6M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$27.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$15.8M |
SF Hedge Fund Activity: Q1 2020 in Review
267 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2020, worth a combined $2.37B — down 33% from $3.53B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of SF and 34 opened new positions — a net loss of 16 holders — while 86 trimmed existing stakes and 112 added.
The largest buyer was Victory Capital Management, adding an estimated $50.7M. The largest seller was AllianceBernstein, cutting an estimated $49.1M.
- 267 institutional investors held Stifel (SF) as of Q1 2020, down from 286 in Q4 2019.
- Funds reported $2.37B of Stifel stock for Q1 2020, down 33% quarter-over-quarter.
- 34 funds opened new Stifel positions in Q1 2020 and 50 closed out, a net change of -16 holders.
- The largest Stifel buyer in Q1 2020 was Victory Capital Management, an estimated $50.7M added.
- The largest Stifel seller in Q1 2020 was AllianceBernstein, an estimated $49.1M sold.
Based on aggregated 13F filings for Q1 2020.